DocketManager Screen Help

Online Ordering
Online Ordering
Wed, Feb 28, 2024 at 4:48 PM
Timers
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....
Tue, Mar 12, 2024 at 9:56 AM
Edit
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....
Mon, Mar 4, 2024 at 1:31 PM
Create Job Template
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...
Mon, Mar 18, 2024 at 12:03 PM
Create Product
Back A Product can easily be created directly from the order view page. Create a Job Template Click the 3 Dot selection. Then click Create Product. A Product will be created. Produ...
Mon, Mar 4, 2024 at 1:43 PM
Sync Item
Back Sync Item is a Trigger for Zapier Integration. Want to learn more? Click here for Zapier Triggers.
Mon, Mar 4, 2024 at 1:52 PM
Analysis - Outsourcing Report
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 ...
Mon, Mar 4, 2024 at 2:10 PM
Quick Links
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...
Tue, Mar 12, 2024 at 9:51 AM
Item Toggle
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. ...
Tue, Mar 12, 2024 at 9:52 AM
Page Functions
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...
Tue, Mar 12, 2024 at 9:54 AM