Orders

Orders - Searching Orders
Step     Action  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.        2.       The search criteria that can be used ...
Wed, 13 Nov, 2019 at 11:25 AM
Orders - Orders View
The Orders page is divided into the following sections:   Section Description Order Name This shows the Order name and number. The invoice icon appea...
Mon, 11 Nov, 2019 at 11:28 AM
Orders - Creating a New Order
Step     Action   1.      Select {New} under Quotes/Orders. A New Order modal window will open.   2.     Complete the fields. Field Description Cust...
Tue, 10 Sep, 2019 at 9:58 AM
Orders - Locations
To Navigate to Order Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.        Use search filt...
Tue, 12 Nov, 2019 at 1:55 PM
Orders - Editing an Order
Step     Action   1.        From the Order view page, make required changes.   General Order Information or Locations To Edit General Order Information...
Tue, 12 Nov, 2019 at 1:35 PM
Orders - Order Payments
Payments by Credit Card Adding a Credit Card Payment Step     Action   1.       From the payment section, select arrow on the right-hand side of New and ...
Tue, 12 Nov, 2019 at 10:46 AM
Orders - Proof Approval Process
Proofs can be submitted to your customers for online approval, with status and feedback of proofs found directly within DocketManager. To Add a Proof...
Fri, 13 Sep, 2019 at 11:29 AM
Orders - Invoices
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. Hove...
Fri, 13 Sep, 2019 at 11:55 AM
Orders - Proof Email
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...
Fri, 13 Sep, 2019 at 11:32 AM
Orders - Proof Notes
Adding a New Proof Note  Step     Action   1.       From the Order Item view page, select the {Graphics} tab.   2.       Select the pencil icon to open t...
Fri, 13 Sep, 2019 at 11:48 AM