Orders
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 the Graphics edit mode. 2. Ent...
Fri, Sep 13, 2019 at 11:48 AM
Proof Status can be manually changed after the file has been uploaded to DocketManager. To Manually Change the Proof Status Adding a Proof Status Step Action 1. From the O...
Fri, Sep 13, 2019 at 11:48 AM
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalcula...
Tue, Sep 17, 2024 at 4:13 PM
Back Step Action 1. Select {Orders}. The page should open on the Orders tab. 2. &...
Wed, Jul 28, 2021 at 11:23 AM
Back In DocketManager, posting an order means the order is ready to be invoiced. Posted orders are locked from changes and are included in the accounts receivable and calculated sales values. (To...
Mon, Dec 12, 2022 at 1:13 PM
Back An existing order can be reordered or converted into a quote. This will create a new order/quote based on the original order. Notes: Customer/Contact details from the original order wi...
Thu, Jul 15, 2021 at 2:14 PM
Back Discounts can be added during the Quick Add process, and can also be easily adjusted on the Pricing tab of a quote/order item. Bulk Actions is another tool that can be used...
Wed, Jul 28, 2021 at 12:27 PM
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...
Mon, Dec 12, 2022 at 1:14 PM
Back Invoices can be printed/emailed on posted and unposted orders. A green invoice icon appears when an invoice has been printed or emailed on an order. Hovering mouse over the green invoice...
Tue, Apr 4, 2023 at 10:33 AM
Back General Field Description Order Number This is a unique number assigned by the system to identify the order. Order Name Enter the name for the actual order. This wil...
Mon, Feb 6, 2023 at 12:03 PM