Items

Items - Production Details Edit Mode
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...
Thu, 22 Jul, 2021 at 2:45 PM
Items - Quick Add
Step     Action   1.       From the order view page, hover mouse over New on Items table and select             {Quick Add} from the drop-down. A New Order/Quote Item page will open            ...
Fri, 13 Sep, 2019 at 1:04 PM
Items - Details
Back To navigate to Production Details edit mode, see Items - Details. Editing Details  Step     Action   1.     &...
Thu, 22 Jul, 2021 at 1:31 PM
Items - Adding Items
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 item...
Wed, 21 Jul, 2021 at 2:37 PM
Item View - Info Boxes
Back   Section Description Item Information Boxes These boxes provide general information about the selected Item. Quantity - shows the Item quantity. Price - shows the Pr...
Thu, 22 Jul, 2021 at 12:40 PM
Item View - Edit
Back Step     Action   1.       From the Actions Menu, select {Edit} from the drop-down.    ...
Mon, 26 Jul, 2021 at 3:14 PM
Items - Thumbnails
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...
Tue, 27 Jul, 2021 at 11:14 AM
Items - Preview Files
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...
Tue, 27 Jul, 2021 at 11:14 AM
Items - Details
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 Da...
Thu, 12 Aug, 2021 at 7:34 PM
Items - Activity
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  &...
Mon, 9 Aug, 2021 at 10:14 AM