Orders/Quotes

FAQ - How to Manually Set an Invoice Date
Back The Invoice Date is used when calculating aging on the order. It will default to the date the order is posted but it can also be manually set if '...
Wed, 24 Feb, 2021 at 1:54 PM
FAQ - How to Change a Tax Type on an Invoice
Back The Tax Type can be changed from the Order view page. Step      Action    1.       Select Edit from the {Actions} drop-down.    2.       Se...
Wed, 24 Feb, 2021 at 2:02 PM
FAQ - How to Reprint an Order?
Back This article provides best practices for setting up a reprint order on DocketManager but this process can be modified based on your company's pre...
Fri, 9 Apr, 2021 at 3:30 PM
FAQ - How do Timers Calculate?
Back 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 t...
Thu, 1 Apr, 2021 at 11:53 AM
FAQ - Why Did my Item/Product Price not Change After I Updated Pricing on my Job Template?
Back 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. O...
Wed, 24 Feb, 2021 at 3:38 PM
FAQ - Why is There a Negative Amount under Press in the Pricing Breakdown?
Back On the Quote table of an item, a negative value may appear under Press in the pricing breakdown. A negative value will appear as ($___) in the profit ...
Wed, 18 Nov, 2020 at 1:15 PM
FAQ - What is the Difference Between Setting Minimum Time Per Timer or Per Record?
Back 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 ...
Mon, 1 Mar, 2021 at 1:46 PM
FAQ - What are the Override Cost and Override Price Options for on Timers?
Back 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 t...
Mon, 1 Mar, 2021 at 1:50 PM
FAQ - How do I Get My Quote Online?
Back 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 p...
Fri, 9 Apr, 2021 at 2:38 PM
FAQ - How to Interpret the Quote Table on Items?
Back The Quote table provides a breakdown of each piece of the job, including the calculated cost, markup, price and profit. Each section can be exp...
Mon, 1 Mar, 2021 at 2:46 PM