Items

Items - Searching Items
Step     Action  1.        Select {Quotes/Orders} and then select the Items tab.  2.        The search criteria that can be used includes: Field Action Type Select a Type from the drop-down...
Fri, Sep 13, 2019 at 12:25 PM
Items - Creating a New Item from Scratch
Step     Action   1.       From the Items table, hover mouse over {New} and select {From Scratch}              from the drop-down.    A New Item page will open on the Details tab.     2.    ...
Mon, Jan 20, 2020 at 1:12 PM
Items - Items View
The Items view page is divided into the following sections:   Section Description Action The following actions to be taken for an Item: Summary - This provides a snapshot summary of an items Orde...
Fri, Sep 13, 2019 at 12:26 PM
Order Item - Graphics Tab
Back To navigate to Production Details edit mode, see Items - Production Details Edit Mode. Graphics pricing can be calculated based on estimated and actual graphics time. For more i...
Tue, Apr 4, 2023 at 12:28 PM
Order Item - Pricing Tab
Back To navigate to Production Details edit mode, see Items - Production Details Edit Mode. Pricing - Settings Step     Action   1.&nbsp...
Tue, Apr 4, 2023 at 12:27 PM
Order Item - Press Tab
Back To navigate to Production Details edit mode, see Items - Production Details Edit Mode. Note: Measurements will appear in imperial or metric depending on the Measurem...
Tue, Apr 4, 2023 at 12:33 PM
Order Item - Stock Tab
Back To navigate to Production Details edit mode, see Items - Production Details Edit Mode.  The Stock tab displays the stock and stock related detai...
Tue, Apr 4, 2023 at 12:29 PM
Order Item - Finishing Tab
Back Adding or Editing Cutting and Numbering To navigate to Production Details edit mode, see Items - Production Details Edit Mode. Cutting and Numbering details may be pre-filled based o...
Tue, Apr 4, 2023 at 12:33 PM
Order Item - Outsourced Tab
Back The Outsourcing tab allows you to chose a Vendor and apply their pricing to a quote or order with a markup. Step 1: Add a Vendor Enable Edit Mode and select the Outsourced tab. Und...
Wed, Feb 28, 2024 at 5:13 PM
Order Item - Department Items
Back Departments Items can be used to add additional charges to the item. These additional charges can be related to press, graphics, finishing, etc.  Before a department item can be added ...
Tue, Apr 4, 2023 at 12:36 PM