DocketManager

Back  The Orders tab can be used:  To search and locate an order or group of orders To action an order To bulk action orders To export an order list ...

The Order Items tab can be used:  To search and locate an item or group of items To action an item To bulk action items To export an item list Not...

Back The Orders page is divided into the following sections:   Section Description Order Name This shows the Order name and number. The invoice icon...

Back There are several ways an Order can be added to DocketManager. Orders > New New (Quick Add) > Order CRM > Customer or Contact tab > Ne...

To Navigate to Order Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.        Use search filt...

Back There are a few ways to edit an order, depending on the information you would like to edit. General Order Information or Locations General Orde...

Back Payments can be applied directly to an order from the Payments section on the Order View page or the Customer View page.  Payments can be done by ...

Proofs can be submitted to your customers for online approval, with status and feedback of proofs found directly within DocketManager. To Add a Proof...

Back Invoices can be printed/emailed on posted and unposted orders. A blue invoice icon appears when an invoice has been printed or emailed on an order...

Step      Action   1.        There are 2 ways to generate proof email from Order Item view page.   Select the {Action} menu and then select {Proof Emai...