Step     Action

  1.       From the order view page, hover mouse over New on Items table and select 

           {Quick Add} from the drop-down. A New Order/Quote Item page will open 

           on the Details tab.

A Quick Add Item modal will open.


  2.     Complete the fields.

Field

Description

Number
The Number will be systemically generated.
Name
Enter a Name for the order item.
Description
Enter a Description for the order item.

For longer descriptions, a scroll bar will appear on the right-hand side to allow for easier viewing of content.
Insert Job Template

Select + to add Job Template.  An Add Template modal window will open.

Check the box on the left-hand side of template to be added and select {Add}.

Statuses
Select some Statuses from the drop-down menu.

Note: These options can be modified. (See Dockets-Statuses)
Add StockSelect + to add Stock.  An Add Stock modal window will open.

Check the box on the left-hand side of stock to be added and select {Add}.
Press
Digital

Single Sided Black/Color Sheets

Enter number of sheets in applicable fields for black/color sheets.

Double Sided Black/Color/Mixed Sheets

Enter number of sheets in applicable fields for black, color, or mixed.

Offset/Web/Perfector

Side 1/2 Inks



Enter number of sheets in applicable fields for black/color sheets.

Wide Format


Wide Format Type

Select Roll, Board, or Both from drop-down menu.

Mode

Select a Mode from the drop-down menu.


VersionsEnter a value for the number of items with the same specifications but different art. (i.e. 2 names for a business card, 2 brochures - 1 English and 1 French)
SetsEnter a value for the number of repeat artwork on a job. (i.e. 50 sheets for a pad, 31 sets of 3 part NCR)
Sheets (Outsource, Offset, Wide Format Press)Enter a value for the number of physical Sheets it takes to make one finished piece. (i.e. 20 page booklet is 5 sheets, 3 sheets corner stapled is 3 sheets)
PagesEnter value for the number of Pages in an item (i.e. 20 page booklet is 20 pages)

Note: This value is just informational.
Run SizeEnter the dimensions of the sheet the press is going to print on.
Flat SizeEnter the dimensions of the sheet before folding.
Finish SizeEnter the dimensions of the finished printed work.
OnEnter the number of different images on each sheet.
Number of SidesSelect 1 or 2 from the drop-down menu.
Order Due Options
Select an Order Due Option.

The Graphics, Press, Finishing, Shipping, and Item Due Date will automatically adjust based on your selection.

Note: These options can be modified. (See Dockets-Order Due Options)
Graphic, Press, Finishing, Shipping, and Item Due DateSelect Graphics, Press, Finishing, Shipping, and Item Due Date using the pop-up calendar.

Note: Selecting an Order Due Option will automatically adjust these dates.
QuantitiesComplete the fields.
Quantity
Enter a value for the Quantity.
Price
Enter a value for the Custom Price.
Discount Amount
Select a Discount method from the drop down and then enter the Discount value.
Select the + to add additional quantities.

      

  3.      Select {Save} or {Save and View}. Save and View will save the Order/Quote Item 

           and open the item's view page.