Configuration Portals/Themes A Theme provides a default for the layout and design of a portal. A Portal is a specially designed website that serves as the point of access for online retail s...

Back To track Graphic or Bindery time on a line item, a timer can be created from the order view page. Start a New Timer Click the 3 Dot selection. Then click Timer. Enter a Timer Name....

Back In place of clicking on the item number and then Actions > Edit, you can edit an item directly from the order view page. Edit an Item Click the 3 Dot selection. Then click Edit....

Back A Job Template can easily be created directly from the item view page. Create a Job Template Click the 3 Dot selection. Then click Create Job Template. Enter the Name of this Temp...

Back A Product can easily be created directly from the order view page. Create a Product Click the 3 Dot selection. Then click Create Product. A Product will be created. Products c...

Back Sync Item is a Trigger for Zapier Integration. Want to learn more? Click here for Zapier Triggers.

Back The Outsourcing report looks at all posted order items in the date range, and shows outsourced cost, price and markup for each chosen vendor quote on each Item on an order that has chosen ...

Back Quick Links Navigation is key to any MIS system and DocketManager allows you to navigate from page to page without the use of browser buttons. Location Quick Links are located in the...

Back Item Toggle Quickly toggle between different items on an order / quote. Location Item Toggle is located in the top left corner of the New Item Page to the right of the Quick Links. ...

Back Page Functions The New Item Page has multiple page functions that streamline the order / quote entry/revision process. Expand / Collapse Expand and Collapse options are located to the...