Orders/Quotes

FAQ - How to Manually Set an Invoice Date
The invoice date can be manually set from the order view page. Note: A manual Invoice Date can only be entered if 'Can Manually Enter Invoice Date&...
Thu, 19 Sep, 2019 at 11:01 AM
FAQ - How to Change a Tax Type on an Invoice
The Tax Type can be changed from the Order view page. Step      Action    1.       Select Edit from the {Actions} drop-down.    2.       Select appl...
Thu, 19 Sep, 2019 at 11:03 AM
FAQ - How to Reprint an Order?
This article provides best practices for setting up a reprint order on DocketManager but this process can be modified based on your company's preferenc...
Thu, 19 Sep, 2019 at 11:08 AM
FAQ - How do Timers Calculate?
Timers can be applied to items and products to help track cost and charge clients for time spent in production of the item. This time can be related to grap...
Wed, 11 Sep, 2019 at 1:14 PM
FAQ - Why Did my Item/Product Price not Change After I Updated Pricing on my Job Template?
A Job Template is a tool that can be used to prefill specifications on an item more quickly. It can be used when adding items to orders or products. Once a ...
Thu, 19 Sep, 2019 at 11:13 AM
FAQ - Why is There a Negative Amount under Press in the Pricing Breakdown?
On the Quote table of an item, a negative value may appear under 'Press' in the pricing breakdown. This negative value normally stems from T...
Thu, 19 Sep, 2019 at 11:15 AM
FAQ - What is the Difference Between Setting Minimum Time Per Timer or Per Record?
On timers, there is an option to set a Minimum Time. It dictates the minimum amount of time that will be calculated when determining the timer's price....
Thu, 26 Sep, 2019 at 12:51 PM
FAQ - What are the Override Cost and Override Price Options for on Timers?
Timers can be applied to items and products to help track cost and charge clients for time spent in production of the item. This time can be related to grap...
Thu, 26 Sep, 2019 at 12:45 PM
FAQ - How do I Get My Quote Online?
A quote will appear online once it has been emailed to the contact.  Note: The contact must be setup on a portal and have access to the Approval page in...
Thu, 26 Sep, 2019 at 10:45 AM
FAQ - How to Interpret the Quote Table on Items?
The Quote table provides a breakdown of each piece of the job, including the calculated cost, markup, price and profit. Each section can be expanded by s...
Thu, 26 Sep, 2019 at 1:43 PM