Orders

Orders - Orders Search
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
Orders - Order Items Search
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
Orders - Order 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, 20 Jan, 2020 at 1:22 PM
Orders - Creating a New Order
There are several ways an Order can be added to DocketManager. Orders > New New (Quick Add) > Order CRM > Customer or Contact tab > New orde...
Mon, 20 Jan, 2020 at 1:01 PM
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 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 Credit...
Mon, 20 Jan, 2020 at 1:22 PM
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