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 New items (on orders, quotes, and products) can be added in multiple ways from the Items table: Quick Add From Template From Scratch From Group Template Existing items can als...

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 A Thumbnail can be added at the item level by uploading image file(s) you want to use. Thumbnails are utilized in: The Point of Sale area on a product item The produc...

Back When you are uploading file(s) to attach to an item, there are a few options about where to deposit them. One such option is the Preview Files area. Preview files can be used to sho...

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...