Orders

Orders - Proof Notes
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, 13 Sep, 2019 at 11:48 AM
Orders - Manually Changing the Proof Status
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, 13 Sep, 2019 at 11:48 AM
Orders - Bulk Actions
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 r...
Thu, 19 Aug, 2021 at 10:16 AM
Orders - Exporting Orders
Back Step     Action   1.       Select {Orders}. The page should open on the Orders tab.   2. &...
Wed, 28 Jul, 2021 at 11:23 AM
Order - Changing Order Status to Post/Void
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...
Wed, 28 Jul, 2021 at 1:06 PM
Orders - Reorders and Convert to Quote
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, 15 Jul, 2021 at 2:14 PM
Orders - Adding/Removing a Discount
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, 28 Jul, 2021 at 12:27 PM
Order - Bulk Print/Email 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...
Mon, 3 May, 2021 at 1:27 PM
Orders - Printing/Emailing from the Actions Menu
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...
Wed, 28 Jul, 2021 at 12:07 PM
Orders - General
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 ord...
Tue, 20 Jul, 2021 at 1:27 PM