DocketManager Screen Help

From Scratch
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...
Mon, Mar 11, 2024 at 1:19 PM
Insert
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...
Mon, Mar 11, 2024 at 1:26 PM
Goods Replenish
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...
Mon, Mar 11, 2024 at 1:31 PM
Goods Deplete
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...
Mon, Mar 11, 2024 at 1:34 PM
Edit Mode
Back Edit Mode Edit Mode allows you to make revisions to an item. This functionality can be restricted in Settings > Admin > Security. Location  Edit Mode is located in the top right...
Mon, Mar 11, 2024 at 1:41 PM
Summary
Back Summary Edit Mode allows you to make revisions to an item. Location  Summary is located in the top right corner of the New Item view under Actions. View Summary Click on Actions &...
Mon, Mar 11, 2024 at 1:52 PM
Move
Back Move The Move function allows you to update the location of an item in production workflow. Location  Move is located in the top right corner of the New Item view under Actions. Vie...
Mon, Mar 11, 2024 at 1:56 PM
Work Order
Back Work Order The Work Order function allows you print a work order document for an item. Location  Work Order is located in the top right corner of the New Item view under Actions. Cr...
Mon, Mar 11, 2024 at 2:04 PM
Email
Back Email The Email function allows you to send an email specific to this item. Location  Email is located in the top right corner of the New Item view under Actions. Email Click on A...
Mon, Mar 11, 2024 at 2:11 PM
Email Outsourced PO
Back Email Outsourced PO The Email Outsourced PO function allows you to send an purchase order document to a Vendor. Location  Email Outsourced PO is located in the top right corner of the...
Mon, Mar 11, 2024 at 2:34 PM