Items

Quote Item - Notes
Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...
Tue, Dec 13, 2022 at 11:47 AM
Quote Item - Tasks
Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any tas...
Tue, Dec 13, 2022 at 11:49 AM
Quote Item - Editing an Item
Back Step     Action   1.       From the Actions Menu, select {Edit} from the drop-down.    The Item page will open on the Details tab.     2.     Complete the Details tab fields. ...
Tue, Dec 13, 2022 at 11:53 AM
Quote Item - Summary
Back The Item Summary provides a snapshot summary of an Items Production/Order details. You can access the summary by using the actions menu on an item: Note: The Item Summary cannot be p...
Tue, Dec 13, 2022 at 11:55 AM
Quote Item - Email
Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1.       Select type of email to be sen...
Tue, Dec 13, 2022 at 12:12 PM
Quote Item - Job Templates
Back Job Templates are used to prefill specifications on an item more quickly. It is a general base for setting up similar items and products. The templates can be set up with the most common or...
Tue, Dec 13, 2022 at 12:02 PM
Order Item - Timers
Back Timers can be accessed by... A) Timer Icon - Located on the top right-hand side of the screen and on production pages under Item # for each entry. B) Timers section on Item view page...
Tue, Apr 4, 2023 at 12:45 PM
Quote Item - Products
Back A Product is essentially a pre-made job item that can be used for orders internally, online, or on POS. When creating a product, a job template can be used to pre-fill specifications during ...
Tue, Dec 13, 2022 at 12:04 PM
Order Item - Notes
Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...
Tue, Apr 4, 2023 at 1:04 PM
Order Item - Tasks
Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any ta...
Tue, Apr 4, 2023 at 1:16 PM