Orders

Orders - Orders Search
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 Note: Acc...
Tue, Jul 27, 2021 at 2:49 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 Note: Access to these functions will vary b...
Mon, Jan 20, 2020 at 2:00 PM
Orders - Order View
Back The Orders page is divided into the following sections:   Section Description Order Name This shows the Order name and number. The invoice icon appears when an invoice has been printe...
Wed, Nov 18, 2020 at 1:28 PM
Orders - Creating a New Order
Back There are several ways an Order can be added to DocketManager. Orders > New New (Quick Add) > Order CRM > Customer or Contact tab > New order on vertical ellipses CRM > C...
Wed, Jul 28, 2021 at 11:09 AM
Orders - Locations
Back Order Locations details can be found on the Order Edit modal. There are several ways to open the Order Edit modal including: Orders > Edit on vertical ellipses Order ...
Tue, Jul 20, 2021 at 1:47 PM
Orders - Editing an Order
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 Order details (including order locations), c...
Mon, Aug 9, 2021 at 4:42 PM
Orders - Order Payments
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 Credit Card or Other Payment Method (e.g...
Sun, Nov 1, 2020 at 1:04 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 File Step      Action   1.         Fr...
Fri, Sep 13, 2019 at 11:29 AM
Orders - Invoices
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. Hovering mouse over the blue invoice i...
Wed, Nov 18, 2020 at 1:28 PM
Orders - Proof Email
There are 2 ways to generate proof email from Order Item view page.  Proof email from the Action menu Proof email from the Proof Record Proof Email from the Action menu: ...
Mon, Jul 26, 2021 at 3:36 PM