Setup Articles

Contextual process articles (Onboarding)

Accounting Overview
Financial Settings Settings > Accounting > Financial allows you to set general financial settings that will come into play in your accounting process. Banking Your Bank Account Number...
Thu, Nov 16, 2023 at 2:36 PM
Add a New Contact
Contacts are the individuals that requests quotes and place orders in DocketManager. Contacts are assigned to specific Customers. A Customer in DocketManager can have one or multiple Contacts. ...
Wed, Dec 6, 2023 at 10:32 AM
Add a New Customer
Add a New Customer Navigate to CRM > Customers > New Fill out the necessary fields in each section. Click Save The blue tooltip icons provide additional information for each fiel...
Wed, Dec 6, 2023 at 10:30 AM
Add a New Supplier
Suppliers are used to order Stocks and Supplies from the Inventory menu in side navigation panel. Add a New Supplier Navigate to Settings > Dockets > Vendors / Suppliers Scroll do...
Wed, Dec 6, 2023 at 10:32 AM
Add a New Vendor
Vendors are used at the Outsource level of a Quote and Order level. Vendors provide promotional items, specialty finishing, and other services that you do not offer in house. Add a New Suppli...
Wed, Dec 6, 2023 at 10:32 AM
Budgets - Setup
Overview A Budget is a tool for tracking how much money has been spent against a set budget allowance for a specified time frame.  Setup Create a Budget Step       Action   1.         ...
Wed, Jul 27, 2022 at 11:33 AM
Create a B2C Variable Template
Back A B2C Variable Template allows the end user to format fields in a free form manner to suit their design needs. Please note that there are sample file assets at the bottom of this article ava...
Wed, Dec 6, 2023 at 9:42 AM
Create Digital and Offset Stocks
Digital and Offset Stocks Select Inventory from the Navigation Menu Panel. Click New. An example digital / offset stock is shown in the screenshots below. Use the Tool Tip icons (i) to he...
Thu, Dec 7, 2023 at 10:40 AM
Create Web Roll Stocks
Web Roll Stocks Select Inventory from the Navigation Menu Panel. Click New. An example wide format stock is shown in the screenshots below. Use the Tool Tip icons (i) to help guide you th...
Thu, Dec 7, 2023 at 1:16 PM
Create Wide Format Stocks
Wide Format Stocks Select Inventory from the Navigation Menu Panel. Click New. An example wide format stock is shown in the screenshots below. Use the Tool Tip icons (i) to help guide you...
Thu, Dec 7, 2023 at 10:49 AM