Back Items can be deleted from: Order, Quote, or Product view page Order > Items or Quotes Items tab > Item Vertical Ellipses To Delete Items from the Order, Quote, or Product View p...

Back Existing quote, order, group and product items can be inserted on the items table. This will create a new item from the existing one.  Notes: Details from the original item will be cop...

Back There are several ways to enable editing on an item: Quotes > Items tab > Vertical Ellipses on an Item Orders > Items tab > Vertical Ellipses on an Item Item view page > A...

Add an Item using the Quick Add feature From the order view page under items, select New > Quick Add. A Quick Add modal window will open. Fill out the necessary fields for the item using th...

Back To navigate to Production Details edit mode, see Items - Details. Editing Details  Step     Action   1.     &...

Back At the Order level the New menu button allows you to add items to your order quickly in a number of different ways. Option 1: Quick Add The Quick Add option presents all of the necessar...

Back   Section Description Item Information Boxes These boxes provide general information about the selected Item. Quantity - shows the Item quantity. Price - shows the Pr...

Back Step     Action   1.       From the Actions Menu, select {Edit} from the drop-down.    ...

Back Item Details This shows general details for this item including: Name Quantity Versions Customer Name Contact Name Phone/Fax Number Email Order Type Current Queue Ordered Date Du...

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...