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...

Back Timers Graphic or Bindery time can be tracked on an order line item to charge the customer or for cost analysis purposes. Location  Timers are located on the right side of the New Ite...

Back Communications The Communications panel will display any emails that are sent specific to this order item. An example of this would be a Proof Approval email.  Location  Thumbnails ar...

Back Notes When a CSR or Salesperson writes up an order / quote they may have information that is specific to an order item from the customer. This information can be added as Note which can ...

Back Department Items Any Department Items that exist on an order / quote can be managed from this panel. Location  Department Items are located on the right side of the New Item Page. O...