Items

Items - Bulk Actions
Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The sys...
Mon, 20 Jan, 2020 at 1:30 PM
Items - Exporting Items
Step     Action   1.      Select {Quotes/Orders} and then select the Items tab.   2.      Select {Export} under Items.                     Note: Y...
Tue, 27 Aug, 2019 at 1:15 PM
Items - Files
Files can be added to Items and Products as Item Files, Thumbnails and Previews. Item Files  These can be any item related files including: proofs, cust...
Mon, 20 Jan, 2020 at 12:31 PM
Items - Duplicating an Item
An Item can be duplicated from the Order/Quote/Product View page. Step     Action   1.       Select entries under Items to be duplicated by checking bo...
Fri, 13 Sep, 2019 at 12:35 PM
Item - Splitting an Item
An Item can be split from the Order/Quote view page. Step     Action   1.      Select entries under Items to be split by checking boxes on the        ...
Fri, 13 Sep, 2019 at 12:39 PM
Items - Grouping Items
Groups are generally used for kits or multipart jobs. They have separate jobs and workorders for production but show as one item and one price to the client...
Fri, 13 Sep, 2019 at 12:41 PM
Items - Moving Items
An Item can be moved from the Order/Quote view page. Step      Action   1.       Select entries under Items to be moved by checking boxes on the     ...
Fri, 13 Sep, 2019 at 12:42 PM
Items - Workorder
A Workorder for items can be generated in multiple ways including: Using the Action menu on Item view page Using vertical ellipses Using Workorder butto...
Thu, 26 Sep, 2019 at 11:41 AM
Items - Deleting an Item
Step     Action   1.       Select entries under Items table to be deleted by checking the boxes on the              left-hand side. All entries can be del...
Fri, 13 Sep, 2019 at 12:45 PM
Items - Inserting an Item
Step     Action   1.       Select {Insert} under Items. An Add Item modal window will open.   2.       Select items to be added by checking box to left...
Fri, 13 Sep, 2019 at 12:44 PM