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 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.  Any ta...

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...