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 t...
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 S...
Fri, 13 Sep, 2019 at 11:48 AM
Orders - Bulk Actions
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 sys...
Fri, 13 Sep, 2019 at 11:52 AM
Orders - Exporting Orders
Step     Action   1.       Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.   2.       Use search criteria to filter export resul...
Fri, 13 Sep, 2019 at 11:56 AM
Order - Changing Order Status to Post/Void
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 receivabl...
Fri, 13 Sep, 2019 at 11:52 AM
Orders - Reorders and Convert to Quote
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 ...
Mon, 20 Jan, 2020 at 2:31 PM