create new ticket
check ticket statusSettings provides links to all the various settings that can be configured on DocketManager. Access to these sections will vary based on the logged in user's security configuration.
Below is a breakdown of what settings are found in each section.
| Section | Category | Description |
| Accounting | Financial | Financial settings can be configured including:
|
| Previous AR | Previous AR can be manually entered or imported. | |
| GL Accounts | GL Accounts can be added, imported, and assigned. | |
| Admin | Account | Your Company settings can be viewed. Employees can also be added, edited, and removed. |
| Configuration | Date/Time settings can be configured including:
| |
| Custom Export | Custom Exports can be created for Customers/Contacts and Orders/Items. These exports can be utilized to create custom reporting. | |
| Integrations | Integrations can be configured including:
| |
| Security | Security roles can be configured and assigned to users. | |
| Time Clock | Employee Time Clock entries can be reviewed, printed and exported. | |
| Tools | Tool available for merging customers. | |
| Communications | Documents | Documents for use within DocketManager can be added and edited. |
| Canned Emails | Canned Emails for use within DocketManager can be added and edited. | |
| Records | A record of emails sent within DocketManager can be viewed. Individual email records can be accessed for review, editing, and resending. | |
| Tasks | A record of tasks in DocketManager can be viewed. Individual taks can be accessed for review and editing. A report of tasks can also be exported. | |
| Customer | Budgets | Budgets can be configured and assigned to Contacts. |
| Defaults | Default Customer settings can be configured. These Default Customer settings can be applied when creating new customers and portals | |
| Import/Export | Customer/Contacts can be imported/exported | |
| Locations | Locations (Regions and Countries) can be configured. | |
| Tags | A record of all customer/contact tags and their associations can be viewed. Customer/contact tags can also be added, edited and removed. | |
| Dockets | Cutting | Default Cutting settings can be configured and Cut Scales can be added. |
| Department Items | Department Items and Lock to Formulas can be added, edited, and deleted. A Department Item export can also be generated. | |
| General | General Settings can be configured including:
| |
| Group Templates | Group Templates can be configured. | |
| Job Templates | Job and Template Options can be configured. | |
| Order Options | Order Options can be configured including:
| |
| Point of Sale | Point of Sale Products can be added, edited, and removed. | |
| Press | Presses can be configured. | |
| Production | Production Queues and Workflow can be configured. | |
| Stock | Stock Attributes can be configured including:
A record of all stock tags and their associations can be viewed. Stock tags can also be added, edited and deleted. Stock Imports can be done including:
| |
| Tags | A record of all order/item tags and their associations can be viewed. Order/Item tags can also be added, edited and deleted. | |
| Timers | Timer rates can be configured. A record of all Timer rates on Order Items can be viewed. An export for Timers can be generated. | |
| Vendors/Suppliers | Vendors/Suppliers (including Locations and Contacts) can be configured. | |
| Online Ordering | External Components | |
| Online Configuration | Online Portals can be configured including:
| |
| Product Option | Product Options can be added, edited, and deleted. | |
| Product | Products can be added, edited, and deleted. | |
| Variable Templates | Variable Templates can be configured. |