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 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...

Back An existing order can be reordered or converted into a quote. This will create a new quote/order based on the original order.  Notes: Customer/Contact details from the original quote w...

Back The Item Summary provides a snapshot summary of an Items Production/Order details. You can access the summary by using the actions menu on an item: Note: The Item Summary cannot be p...

Back At the item level on an order, you can view an Activity log of where this item has been moving throughout production.  Viewing the Activity of an Item Step     Action    1.      On the...