Items

Quote Item - Press Tab
Back To navigate to Production Details edit mode, see Items - Production Details Edit Mode. Note: Measurements will appear in imperial or metric depending on the Measurement Unit selecte...
Tue, Dec 13, 2022 at 11:06 AM
Quote Item - Finishing Tab
Back Adding or Editing Cutting and Numbering To navigate to Production Details edit mode, see Items - Production Details Edit Mode. Cutting and Numbering details may be pre-filled based ...
Tue, Dec 13, 2022 at 11:08 AM
Quote Item - Outsourced Tab
Back The Outsourcing tab allows you to chose a Vendor and apply their pricing to a quote or order with a markup. Step 1: Add a Vendor Enable Edit Mode and select the Outsourced tab. Un...
Wed, Feb 28, 2024 at 5:15 PM
Quote Item - Department Items
Back Departments Items can be used to add additional charges to the item. These additional charges can be related to press, graphics, finishing, etc.  Before a department item can be added to...
Tue, Dec 13, 2022 at 11:28 AM
Quote Item - Item Files
Back 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, customer files, working files, etc. T...
Tue, Dec 13, 2022 at 11:30 AM
Quote Item - 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 product item page on a P...
Tue, Dec 13, 2022 at 11:34 AM
Quote Item - 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 show the saf...
Tue, Dec 13, 2022 at 11:36 AM
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