Orders
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 Not...
Mon, 20 Jan, 2020 at 2:02 PM
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...
Mon, 20 Jan, 2020 at 2:00 PM
Back The Orders page is divided into the following sections: Section Description Order Name This shows the Order name and number. The invoice icon...
Wed, 18 Nov, 2020 at 1:28 PM
Back There are several ways an Order can be added to DocketManager. Orders > New New (Quick Add) > Order CRM > Customer or Contact tab > Ne...
Wed, 18 Nov, 2020 at 1:07 PM
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
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...
Wed, 18 Nov, 2020 at 1:27 PM
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 ...
Sun, 1 Nov, 2020 at 1:04 PM
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
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...
Wed, 18 Nov, 2020 at 1:28 PM
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