ARTICLES EDIT Supplier View Supplier Actions FAQ What is the difference between a Vendor and a Supplier?  Where are Vendors used in the system? Where are Suppliers used in the...

Back The Variable Template Editor allows the end user to import data via a .csv file to populate one or multiple records.  Step 1: Import a Design On the Home screen, click on Visit De...

Back Vendor Actions   Edit At the top of the Vendor view click Actions > Edit. Make the necessary changes. Click Save. Field Description General Enter the information spe...

Back Vendor View   Contacts Create Contacts to email Purchase Orders and for informational purposes. Vendors-Contacts Files Files can be added to Vendors by clicking the + icon to the ...

Back Supplier Actions   Edit At the top of the Supplier view click Actions > Edit. Make the necessary changes. Click Save. Field Description General Enter the information ...

Back Supplier View   Contacts Create Contacts to email Purchase Orders and for informational purposes. Suppliers-Contacts Files Files can be added to Vendors by clicking the + icon to ...

The Training page is a checklist that can be utilized throughout the Onboarding process. Each section is specific to different areas and functionality of your DocketManger system. You can track yo...

Product Catalogs

Back The Portals & Themes page allows you to set a Default Portal and manage your Themes and Portals. General The Default Portal setting is a system default that will direct your cust...

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