Navigation
Back Dashboard The DocketManager Dashboard displays high level company info specific to the user that is currently logged in. Order Totals Order Totals displays a breakdown of orders f...
Mon, May 6, 2024 at 12:45 PM
Back The Top Navigation Bar allows for quick access to several key functions in DocketManager. New The New button is a shortcut to create new items with a single click. The following opt...
Wed, Nov 13, 2024 at 9:36 PM
Back Create an Inventory Purchase Order Stocks and Supplies can be ordered on an Inventory Purchase Order. There are multiple ways to create an Inventory PO in DocketManager. Option 1. F...
Wed, Nov 13, 2024 at 9:48 PM
Navigation Menu Dashboard: A live snapshot of your business. Point of Sale: Easily enter orders using with minimal clicks. CRM: Customers, Contacts, Marketing Campaigns, Lists, ...
Wed, Aug 14, 2024 at 1:41 PM
The Point of Sale (POS) is a tool designed for quick & easy order and quote entry for walk-in Customers, or for less experienced CSR's. The POS offers the ability to quickly add Products t...
Wed, Nov 13, 2024 at 9:50 PM
Quotes and Orders are separated in DocketManager but they share the same overall appearance and onscreen functionality. Quotes The Quotes screen is broken down into a Quotes tab and an ...
Wed, Nov 13, 2024 at 9:51 PM
Production Workflow The Production page is broken down into 3 subpages Workflow, Active User, and Stats. Workflow All new order items will be defaulted to the To Assign queue in your Produc...
Wed, Nov 13, 2024 at 9:53 PM