Back Preview Files When a Product is created for Online Ordering a Preview File may be offered to the client as Design Guidelines or a Die Line. When that online order is placed the Preview F...

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...

Back Quick Add Quick Add allows you to easily enter the specifications for a new item all within one view. Location  Quick Add is located under the New Item + menu to the right of the Item...

Back New From Template Templates allow you to streamline your order / quote entry process and create consistency between items. Location  New From Template is located under the New Item + ...

Back From Scratch From Scratch allows you create a new item within the New Item Page view. Location  From Scratch is located under the New Item + menu to the right of the Item Toggle. Ad...

Back Insert The Insert option allows you to add a Order, Quote, Product, or a Group Template into an order. Location  Insert is located under the New Item + menu to the right of the Item T...

Back Goods Replenish The Goods Replenish option allows you to insert a replenishment item to an order. Location  Goods Replenish is located under the New Item + menu to the right of the It...

Back Goods Depletion The Goods Deplete option allows you to insert a depletion item to an order. Location  Goods Deplete is located under the New Item + menu to the right of the Item Toggl...