Orders
Step Action 1. Select {Quotes/Orders}. The page should open on the Quotes/Orders tab. 2. The search criteria that can be used ...
Tue, 10 Sep, 2019 at 9:56 AM
Orders - Orders View The Orders page is divided into the following sections: Section Description Order NameThis shows the Order name and number. The ...
Mon, 6 May, 2019 at 2:16 PM
To navigate to an Online Order Template: 1. Select {Settings} and then select {Products} under the Online Ordering Section. 2. Hover mouse over the parent...
Tue, 10 Sep, 2019 at 9:57 AM
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
To Navigate to Order Edit: Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Orders tab. 2. Use search filt...
Fri, 13 Sep, 2019 at 11:21 AM
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 ...
Fri, 13 Sep, 2019 at 11:20 AM
New order items can be added in multiple ways: Quick Add From Template From Scratch From Group Template Existing items can also be inserted. ...
Fri, 13 Sep, 2019 at 11:22 AM
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
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
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