Back Card View Option To toggle from List View to Card View click on the Display icon shown below. Sort Using the Sort Icon in Card View To sort the data contained in the order tabl...

Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...

Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  An...

Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  An...

Back Add an Order File An example of an Order File would be a Drop Ship List, or a Signed Packing Slip as proof of delivery. Option 1: File Type Click on the + icon to the right of Files...

Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...

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. (T...

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 invoic...

Back You can print a packing slip document at the order level, but you need to create a shipment first. Step     Action   1.       Select {Orders} in the navigation menu on the left-hand si...

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 w...