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 'Can Manually Enter Invoice Date' is ...

Back The Tax Type can be changed from the Order view page. Step      Action    1.       Select Edit&...

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 preferences. Before setting up a reprin...

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 to graphics, press, finishing, etc. ...

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. Once a job template has been added as an ...

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 column for Press. This negative va...

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 price.  Per Timer This means the mi...

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 to graphics, press, finishing, etc. ...

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 page in order ...

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 expanded by selecting the + icon or the ent...