Release Notes

What version of DocketManager am I on?

Version 3.15

March 30, 2020

TRY OUR NEW RELEASE NOTE TRAINING

Files

  • Auto and manual thumbnail generation  Feature Forum Request
  • Deleting proof files Feature Forum Request
    • The ability to delete files that have been associated with a proof record
  • Create proof from file table
    • A shortcut icon has been added to files to use to create a proof
  • File URLS
    • The ability to provide a file URL instead of an uploaded image
  • Ability to set a file upload as required

Customers

  • Additional and restyled bulk actions

Contacts

  • Additional and restyled bulk actions

Sales

  • Added total to the Sales page

Items

  • Additional and restyled bulk actions Feature Forum Request
  • Quote override indication on top level
  • Run Size Autofill on Quick Add modal

Production

  • Stats Dashboard
    • A dashboard with an overview of the items in production
  • Queue stats Feature Forum Request
    • Stats for each type of queue that adjust to filtered results
  • Active User Queues
    • A queue for each active user that displays all the work assigned to them regardless of queue
  • Drag n drop sorting Feature Forum Request
    • A custom sort is availvable for each workflow and active user queue
  • Customizable Views Feature Forum Request
    • Fields
      • The ability to choose the fields visible for each queue
    • Filters
      • The ability to choose what search filters display for each queue and the order in which they display
    • Statuses
      • The ability to choose which system or custom statuses display on production
  • Multi Assign To field
    • The ability to assign more than one person to an order item
  • Queue access
    • The ability to give access to only the queues a user needs
  • Proof approval and due options
    • The ability to have a proof due date calculate and dates calculate off a proof approval date
  • Due dates from today Feature Forum Request
    • The ability to calculate due dates from today instead of order, due or proof approval date
  • Activity tracking for queue status Feature Forum Request
  • Completed status to remove items from WIP
  • Priority Statuses
    • Ability to sort them in priority order
  • Additional filters
    • Stock Status
    • Proof Due Date
    • Proof Approval Date
    • Item Description
  • Sort menu and additional fall back sorts

Inventory

  • Add Online Name to Stock Import/Export
  • Additional links on Stock View and PO
  • Stock PO export
  • Stock Export
    • Added Online Name column

Accounting

  • Payment Save and New Feature Forum Request
  • Commission Export
    • Added Item Name

Reports

  • Tax Report
    • Added Totals

Documents/Emails

  • Universal tags Feature Forum Request
    • Tags have been reworked so the all tags and formatting work the same on documents, emails and cardviews
  • Document change log Feature Forum Request
  • Ability to change
      • Size
        • With fields on the UI for user’s to input
      • Margins
        • With fields on the UI for user’s to input
      • Accent and Font colors
        • With fields on the UI for user’s to input, will replace colors for fields using accent and font classes
  • Ability to generate
    • One workorder per item or multi items on one workorder
    • One purchase order per outsourced or multi outsourced on one purchase order
    • Group shipping invoices
    • Documents for multiple shipments
      • The ability to bulk print invoices, packing slips and labels for more than one shipment at time
    • PDF reports Feature Forum Request
      • Sales
      • Taxes
      • AR
      • Aging Summary
    • Print and Email Receipt on payments Feature Forum Request
    • Stock Inventory Label Feature Forum Request
    • Transactional Statement Feature Forum Request

Security

  • Workflow
  • Stats on queues
  • Stats page

Additional Settings

  • Time clock total Feature Forum Request
  • Auto set invoice due date Feature Forum Request
    • The ability to set days on payment terms to use when calculating invoice due date.
  • Supply Import
  • Added Contact links to Portal Edit

Version 3.14

January 14, 2020

TRY OUR NEW RELEASE NOTE TRAINING

UI

  • Changed pencil icon to eye icons on pages you enter into a view
  • Stylized tables on customers, contacts, stock, supply, orders and items into card views
  • Renamed fields and placeholders to be more specific
    • i.e. Name is now Order Name
  • Alphabetized or numerically sorts modals and tables that didn’t previously have a sort

General

  • Added file repositories to Order, Customer, Contacts, Stock and Supply Feature Forum Request
  • Completely separated Employees and Contacts
  • Added tool tips to most screens to give more information about each field
  • Review most import tools and made changes to aid in imports and required field feedback

POS

  • Changed the quick add contact modal to the new contact modal

Customers

  • Added action menus to each Customer on search
  • Now displaying address name in the details panel Feature Forum Request
  • Added a city search filter
  • Added custom color pickers to override portal colors

Contacts

  • Added action menus to each Contact on search and Customer view

Orders

  • Split Quotes and Orders to separate pages Feature Forum Request
  • Added action menus to each order and quote on search, Customer View and Contact View
  • Added edit options to the Customer and Contact in the details panel
  • Now displaying address name in the details panel
  • Now display and link to orders quotes turned into or reorders or requotes Feature Forum Request
  • Change so new orders will use the Order Edit modal
  • Added new customer and contact  modals to the Order Edit screen Feature Forum Request

Items

  • Added edit options to the Customer and Contact in the details panel
  • When changing a stock the run size will now change based on the stock size
  • Added the ability to search reverse sizes in the Add Stock Modal
  • Added a bulk tool to add and remove statuses at the same time Feature Forum Request
  • Moved Thumbnail and Preview Files to the File table available on orders, quotes and products
  • Product Attributes
    • Changed attributes lists to have a drag n drop sort order
    • Changed attributes in lists to have a drag n drop sort order
    • Changed Add to Price to be attribute specific

Inventory

  • Added action menus to each stock on search
  • Added a default GL setting for all new stocks Feature Forum Request
  • Added a starting purchase order number and prefix Feature Forum Request

Accounting

  • Add the ability to create Outsourced Types and assign GLs to track sales separately

Settings

  • Renamed the Avery label to Shipping Label Feature Forum Request
  • Added an additional address export for Customers
  • Added 30+ New Icons for Custom Statuses
  • Added a custom option to add any additional Font Awesome icons

Integrations

  • Integrated with another payment processor Card Connect
  • Added the ability to have multi card processors connected

Security

  • Added more variables for :
    • Customers
      • Online Ordering Section Feature Forum Request
      • Deleting Customers Feature Forum Request
    • Contacts
      • Deleting Contacts
    • Orders
      • Creating Payments
      • Creating/Importing Shipments Feature Forum Request
      • Deleting Shipments Feature Forum Request
    • Items
      • Deleting Items
      • Timer Setup
        • Minimum Type
        • Minimum Time
        • Cost Override
        • Price Override
      • Commissionable
      • Taxable
      • Edit Records
    • Accounting
      • Deposits Tab Feature Forum Request
      • Payments Tab
      • Entries Tab
      • Revenue Breakdown tab
      • GL Account Breakdown tab
      • Closeout Tab
        • Delete
    • Settings
      • Admin > Account
      • Admin > Configuration
      • Admin > Custom Export
      • Admin > Integrations
      • Admin > Security
      • Admin > Time Clock Feature Forum Request
        • New
        • Edit
        • Delete
        • Print
  • Changed variable for:
    • Inventory – Stock Edit Feature Forum Request
      • now includes markup and price scale tables on view
    • Inventory – Supply Edit Feature Forum Request
      • now includes price scale tables on view

Online Ordering

  • Add a print statement option on Online Balances Feature Forum Request
  • Added a registration welcome email template Feature Forum Request
  • Added a system status to identify orders generated from the online
  • Added a search bar for catalogs Feature Forum Request
  • Added an internal name for catalogs Feature Forum Request
  • Added duplicate buttons to themes and portals
  • Extended the online search feature to work with product item tags Feature Forum Requestt

Version 3.13 – Enhancement

May 21, 2019

TRY OUR NEW RELEASE NOTE TRAINING

Orders

  • Shipments Feature Forum Request
    • Added a contact drop down and custom text field to shipment addresses
      • Origin will populate with Active Users, default selection will be the receive
      • Billing and Destination  will populate with Customer Contacts, default will be Order Contact
    • Added a Use as Customer drop down to choose which value to send to Shippo and use for shipment generated documents
      • Customer Name will be the default and will use the name of the Customer
      • Location Name will use what ever is in the Locaation/Address Name field

Settings

  • Orders/Items Export Feature Forum Request
    • Added Item Cost, Graphic Cost and Shipping Cost columns

Version 3.13

May 03, 2019

TRY OUR NEW RELEASE NOTE TRAINING

General

  • Added a help icon to most pages with access to related articles, FAQ, videos and forum topics

Customers

Orders

Items

Inventory

  • Purchase order status will change to sent when an email is sent
  • Stock Edit Modal
    • added the ability to create colors, finishes, weights and sizes when creating or editing a stock Feature Forum Request
  • Bulk Remove Stock Tags
    • Added a remove option in bulk actions and change the behavior of the stock import/export
  • Track Stock Inventory
    • Changed the system to always track PO’s and stock usage
    • Current Track Stock option will become Inventory Warning to warn of no stock or prevent posting on items with no stock to pull
  • Added Item Reservations to add to PO Feature Forum Request
    • Item View (in or out of edit mode) added an Add to PO button
    • Items will now track the PO’s they are on
    • From a PO you add by an item that is Stock Requires Order (that isn’t on order currently)
    • Stock will automatically allocate when PO is received
  • Added the ability to import intital on hand values
  • Added an import tool to adjust on hand records

Accounting

  • Manually Enter Invoice Date Feature Forum Request
    • Renamed to Can Manually Enter Invoice Date
    • Will now hold any date the is entered or if left blank will fill with today

Reports

  • Accounts Receivable
    • Added bottom totals for Invoice Total, Balance and Paid
  • Customer Deposits
    • New report that provides the Customer Deposits as they were up until a specified end date
  • Sales by Customer
    • Added totals to Subtotal, Shipping, Postage, Tax and Total columns
  • Sales by Sales Rep
    • Added totals to Subtotal, Shipping, Postage, Tax and Total columns
  • Stock Usage
    • New report that provides usage information for each stock

Setttings

  • Added Budget support  Feature Forum Request
    • Can create budgets for one time, specified periods or open ended
    • Can roll over amounts and include shipping, taxes or postage
    • Can assign to contacts, and customers for admin access
    • Used at an item or online product level
  • Added ability to edit attached documents on email records
  • Orders/Items Export Feature Forum Request  Added Enhancement
    • Added Item Cost, Graphic Cost and Shipping Cost columns

Online Ordering

  • Added the option to choose your default portal (for orderprintnow.com)
  • When logging into orderprintnow.com, user will be directed to their default portal

Version 3.12 – Enhancement

May 01, 2019

General

  • Single Sign-On (SAML)

Version 3.12

December 12, 2018

General

  • UI and UX Improvements
    • 3 New Edit Modal Windows (Contacts, Orders and StockFeature Forum Request
    • Updated our drag n drop library to work with touch screen devices
    • Changed table results to say x of x of x (i.e. 1 of 5 of 60)
  • New Alert
    • Get alerted when a task you assigned to someone has been completed
  • Barcoding  Feature Forum Request
    • Available to print on a workorder
    • Brings up the view page of the following parts of a job:
      • Order Item
      • Order
      • Customer
      • Contact
      • Stock
  • POS
    • Works with Products if configured to be on the POS
    • Can add new customers and contacts
    • Can pay and convert to orders
  • Field Focus
    • Fixed so fields will not lose focus after a partial postback
  • Single Sign-On (SAML) Integration Added Enhancement

Customers

  • Default tags and statuses
    • Order and Item Tags can be added to a Customer to default on all new Orders and Quotes
    • Order and Item Statuses can be added to a Customer to default on all new Orders and Quotes
  • Default Communications
    • Can set default documents and canned email templates per customer
    • Added bulk actions to add them
  • PO Character Amounts
    • When a PO is required a character amount can be set
  • Customer requires PO setting will be the default for new contacts
  • Bulk Actions
    • Tax Types is now a multi select field

Orders/Quotes

  • Void Orders
    • Removed the options to print or email invoices on voided orders
  • New from Quote Search
    • will now prefill as quote
  • Bulk Lost
    • When filtering quotes by active, an option to bulk change them to lost will appear
  • Payments
    • On the new payment modal the balance will prefill
    • On the new credit card payment modal the balance will prefill Feature Forum Request
  • Groups Feature Forum Request
    • Added views for group quantities
      • Primary
      • Summed

Items

  • Added new columns to stock modal Feature Forum Request
    • Price column – show the lowest quantity price scale with price per and price by (i/e/ 50.00 / 1000 pcs)
    • Last Used – indicates the the most recent order date the stock was used on
    • Price Updated – indicates the last time the price table was updated
  • Proofing
    • Added a way to create proofs without an email
    • Added a running history of proof’s progress
    • External Proof link will now direct to the online with unsecure access Feature Forum Request
  • Offset Ink Coverage
    • Calculates per 1000 press sheets times sides
  • Department Item Refresh  Feature Forum Request
    • Added a refresh button to pull the department item information back to root
  • Imposition
    • Added an imposition diagram Feature Forum Request
    • Added a print imposition diagram option
  • Item Search
    • Added a Due Date Filter
    • Added Grand Totals at the bottom (controlled by security)
  • Outsourced PO
    • Added Print PO Feature Forum Request
    • Renamed Email PO
  • Hotfolder  Feature Forum Request
    • Added the ability to enter a direct route text field
  • Item Type will copy to all new orders Feature Forum Request
  • Pricing Table Feature Forum Request
    • Moved quantities and pricing to be edit instead of a modal

Production

  • Added additional filters
    • Receiver Feature Forum Request
    • Graphics Due Date
    • Press Due Date
    • Finishing Due Date
    • Shipping Due Date
    • Item Due Date
  • Export
    • name will be production-{queue].csv

Inventory

  • Added new columns to stock results   Feature Forum Request
    • Price column – show the lowest quantity price scal with price per and price by (i/e/ 50.00 / 1000 pcs)
    • Last Used – indicates the the most recent order date the stock was used on
  • Added support for 4 decimals in stock cost Feature Forum Request
  • Customer Goods
    • complete rewrite
    • tracks allocated, pulled and backordered
    • works with prepaid and not prepaid
    • allows finished goods, shell stock or customer supplied
    • allows adjustments and the input of initial values Feature Forum Request

Accounting

  • Credit Memos Feature Forum Request
    • Ability to Print and Email Credit Memos from Entries
  • Payments
    • Added # of Days Old on Orders with Balances

Reports

Settings

Online Ordering

  • Admin Emails
    • Added the ability to have multiple admin emails on a portal
  • Online Security
    • Added a variable to see just a contact’s balance rather than the whole company’s
    • Added a variable to see all proofs for a company not just for a contact
    • Added a variable to see all quotes for a company not just for a contact
  • Order Status Feature Forum Request
    • added a search field to search based on name or description
  • Public Products
    • Products that are visible while browsable and displayed for logged in users who aren’t excluded
  • Product Pricing Feature Forum Request
    • Added the ability to do a per each price table
  • Purchase Order
    • Field will now show all the time
  • Themes
    • 4 new root themes have been added

Version 3.11

July 19, 2018

General

  • Tasks can now be accessed by the main menu  Feature Forum Request
    • Tasks due will be counted with a badge
    • Clicking the tasks icon in the main menu will display all of your tasks
  • Notes on orders, customers, items, and more, can now have multiple types
  • Most dropdowns that contained Yes/No options have received a graphical overhaul Feature Forum Request
    • These will now be displayed as On/Off switches
  • All dropdown and list boxes have been revamped.
    • New functionality includes: Option groups, custom inputs, and more!
  • WYSIWYG editors are now resizable Feature Forum Request
  • Generated documents are now editable after printing
    • Users can now make in-place edits to documents after they’ve been generated
  • Trailing zeroes have been removed from dozens of places throughout the application
    • Item Summary View
      • Graphic Section > Graphic Discount
    • Item View
      • Pricing Tab > Quote Panel View Mode
        • Stock Markup
      • Pricing Tab > Quote Panel Edit Mode
        • Stock Cost
        • Stock Markup
        • Stock Price
        • Press Cost
        • Press Markup
        • Press Price
        • Finishing Cost
        • Finishing Markup
        • Cutting Cost
        • Cutting Markup
        • Cutting Price
      • Outsourced Tab Edit Mode
        • Outsourced Markup
      • Department Item Edit
        • Pieces Per Hour
        • Setup Cost
        • Setup Price
        • Cost Per Piece
        • Price Per Piece
        • Cost Per Hour
        • Price Per Hour
    • Stock Search
      • Stock Tab
        • On Order Column
        • On Hand Column
        • Available Column
    • Stock View
      • Inventory Section
        • On Hand Column
        • Available Column

Communications

Orders & Items

Accounting

  • GL Accounts for Tax types can now be set for all tax types by setting the parent
  • A few changes have been made to the payment edit window
    • An edit pencil on the order number will now redirect to the order view page
    • A new column will display the amount of the order payment
  • It is no longer possible to make a credit card payment into a deposit that is balanced or part of a closeout
  • An optional email address can now be specified when making credit card payments through the authorize.net payment gateway
    • This address will default to that of the accounts payable contact for the customer
    • The order contact will be used if no accounts payable contact is set for the customer
  • Commissions searches can now be filtered by the following date ranges
    • Posted Date
    • Order Paid Date

Inventory

Reports

Settings

Version 3.10

April 10, 2018

Online

  • Portals
    • Unlimited portals
    • Default settings per portal
    • Customizable options
      • Customer CSS and JS
      • Homepage HTML
      • Terms and Conditions
      • Quote Approval
      • Proof Approval
      • Navigation
  •  Themes
    • Root themes
    • Customizable themes
      • Header, Sidebar and Footer
      • Customer CSS and JS
  • Pages
    • Home
    • Product List
    • Order Status
    • Shopping Cart
    • Search
    • Admin
    • Inventory
    • Checkout
    • Favorites
    • Orders with Balances
    • Profile
    • Unlimited Custom pages
      • Page meta
  • Products
    • Changed from Online MIS Templates
    • Added unlimited levels of catalogs
    • Added meta descriptions and meta keywords
    • Added multi thumbnail table with drag n drop for sort and primary
    • Added multi preview file table with drag n drop for sort and primary
    • Portal Access
    • Contact Access
    • Order Due Options
  • Assume identity for DM users
  • Browsable option with Guest Functionality
  • Shopping Cart Widget
  • Product Options for Grouping Products
  • Customer defaults for each portal registration
  • Online Security Roles
    • moved to Online Configuration
    • Added additional variables
  • Customer Edit
    • Default Portals
    • Automatically grant Product access
    • Allowed security roles
  • Contact Edit
    • Payment options
    • Portals
    • Product Access
    • Multi Level Approvers
    • Saved credit card profiles

Changes

    • New from Template – added auto filter to Template Name
    • Item Search
      • Add multi select to queue drop down’
    • Item View
      • Added delete prompt when deleting filesOrder View
    • Added Additional File Types
      • .numbers
      • .pages
      • .pub
      • .pptx
      • .pptm
      • .ppsx
      • .ppsm
      • .ppt
      • .dst
      • .rvw
      • .mox
      • .j616
      • .zip
      • .emb
      • .pxf
      • .cut
      • .aur
      • .rtl
      • .plt
      • .fs
      • .nc
      • .art
      • .obj

Version 3.07

November 10, 2017

New

  • Imposition Calculator Feature Forum Request
  • Changes to Press
    • New fields on Offset
      • Work Turn Side 2 Setup Time Feature Forum Request
      • Side 1 and 2 Max Colors
      • Minimum and Maximum Impressions
      • Minimum and Maximum Caliper
      • Lift Height and Load Time
      • Calculation selections on speed and hourly rate
      • Scale selection on hourly rate: Hours or Press Sheets
      • Minimum Price (for Run Prices)
      • Plate Wear and Change Time
    • New fields for Digital
      • Lift Height and Load Time
      • Calculation selections on speed, hourly rate and click scales
      • Calculation selections on speed and hourly rate
      • Minimum Price
    • New Fields for Large Format
      • Calculation selections on square footage scales
      • Calculation selections on speed and hourly rate
    • can add Sticky Notes
    • can add Department Items
      • will populate on order when press is selected
      • will include in press time
      • will include in Press section of quote panel
  • New Task Alerts
    • Users receive an Alert
      • when Tasks are assigned to them Feature Forum Request
      • when emails they send return as failed
  •  Cardview
    • Added styled view to Customer, Contact, Order and Item search pages
  • Statuses
    • Added Additional Icons
  • Proof Sent Date
    • Production – hover on Proof Status
    • Item View – date display with Proof Status
  • Job Template
    • Added Bulk Remove Department Items
  • Online MIS Templates
    • Added Bulk Actions
  • Order Item
  • Closeout Export
    • csv export of GL Accounts
  • Commissions
    • Added Smart Lists
  • Security
    • Added an Approved Total variable
  • Mailgun Integration (our mail server)
    • Alerts will be triggered on failed emails (replaces emails you currently receive from us)
    • Email Status will be tracked
      • Sent, Delivered, Opened, and Failed
    • Dedicated IP Address

Updates

  • Added Alphabetized Sort Order to additional modals
  • Customer View
    • Balances Table
      • Added Invoice Date column
    • Orders and Quotes Tables
      • Added Order Name
  • Locations
    • add Same as Billing toggle
  • Group Templates
    • Added New button
  • Job Templates – Bulk Actions
    • Added individual check boxes for length and width fields
  • Entries
  • Accounting – Revenue Breakdown
    • Added Expand All button
  • Assigning GL Accounts
    • Expand All
  • Payment
    • Set to maintain scroll position when selecting orders for payments
  • Order Item
    • File Group is editable on uploaded file Feature Forum Request
  • Proof Status
    • Production – Graphics View
      • Hovering the Proof Status Color will show you the last status changed date
      • Graphics Tab – Order view willl show you the last status changed date
  • Timers
    • Quick Add will go from end time Feature Forum Request
  • Reports
    • Commision Contact Report
      • Entries Added
    • Customer Import – Additional Locations

Version 3.06

November 09, 2017

Updates

  • General Bug Fixes
  • Security Updates

Version 3.05

July 04, 2017

New

  • New Language Support
    • MIS Supports South African Rand
  • Password Strength Enforcement
    • Must reach 60% strength for all new passwords
  • Imports
  • Exports
  • Online ordering
    • Shipping – Shippo Integration
    • New Language Support
      • Supports South African Rand
    • Balances section (security based)
      • Customers can see all orders with balance
      • Customers with access to Authorize.net (site integration) can pay for all open orders
    • Added a Add to Cart and Checkout button
    • Password Recovery Template Specific for Online Customers
    • Can set Subgroups for Online Template Organization
  • Orders
  • Items
  • Order Defaults
    • Order Statuses
    • Order Tags
    • Bill Estimated Graphics Time
    • Graphic Rate (for Estimated Graphics Time)
    • Items Statuses
    • Item Tags
  • Proof Status Alert
    • Alerts triggered when a client approves or sends changes back on a proof
  • Move Production Queue
    • Added to Item Table on Order View
  • Postage Field Taxable Setting
  • Security
    • Commission table on Customer Edit
  • Production Settings
    • Set Statuses are Priority to filter to the top of Production Queues

Updates

  • Online Ordering
    • Expanded Checkout Screen
    • Made Terms and Conditions Editable
    • Single Option Drop-Downs will be selected by default
    • Customer files will upload automatically when selected
    • Customer files can be viewed after uploading
    • Groups will read Group Name and Total Group Price
  • Major refactors to Timer Control
  • Orders
    • Changing Customers will update all Customer Defaults
    • Locations will show be default
    • Consolidated to 1 Save Button
    • Consolidated fields inline
    • Items Bulk Actions
      • Time Sensitive will trigger time selector for Due Dates
    • Location Prefill on Shipment Addresses
  • Items
    • Pricing Tab
      • Multi Quantities can be added all at once in one modal
    • Details Tab
      • Moved Sheets and Pages to Details tab
    • Press Tab
      • Sheets will be auto filled by summing all the single and double sided sheets for digital
    • Stock Tab
      • Moved Stock Tab in front of Press Tab
      • Outsourced Stock Override
      • Full Carton Price Override
      • Stock Cost and Price Per Value Placeholders
    • Finishing Tab
      • Pre Cut and Post Cut Price Overrides
      • Numbering with auto calculate based on Quantity x Sets
    • Outsourced Tab
      • Outsourced Price scales can be added all at once in a modal
      • Outsourced UI – View and Edit
  • Job Templates
  • Confirmation Messages
    • When converting Quotes and Orders
    • When reordering Quotes and Orders
  • Exports/Imports
  • Order Options
    • Added default Mass and Dimensional units for Shipments
  • Customer Sticky Notes
    • Added Order Note Types
  • Report Updates
  • Emails Feature Forum Request
    • To, CC and Canned Email default set
    • Contact with Additional Emails available
  • Sales and Dashboard Values
    • Added Entries
  • Timer Sort Order Feature Forum Request
    • Will sort first by Active Timer then by last edited

Version 3.04

June 02, 2017

Updates

  • General Bug Fixes
  • Security Updates

Version 3.03

May 01, 2017

New

Updates

  • Tasks
    • Export
    • Links
  • Customer Search Filters
    • Added Last Order Date
    • Added Customer Since
  • Email address changed to Links
    • Order View
    • Item View
  • New Button for Order Items
    • Changed to Split Button
    • Added New from Group Template
  • Changed Save button to dropdown buttons on major pages
  • Moved Pricing tab to far left
  • Changed export max on search pages
    • previously errored out at 2100

Version 3.02

Fabruary 10, 2017

New

  • Customer Defaults
    • Settings > Customers > Defaults – set default options that will populate in each new customer created
  • Task Added to New menu
  • Department Item Default Timer Rate
    • Set a default rate on department items so you can quick add timers
  • Hot Folders
    • Rebuilt Hot Folders
    • Settings > Admin > Integrations
  • Customer View Actions
    • Added Print Statement
    • Added Email Statement
    • Added Email
  • Quick Add Contacts
    • Add Contacts to Customers while creating orders
  • New Reports (**Feature Forum Request)
    • Sales By Customer By Job Group
    • Sales By Customer By Year
    • Sales By Customer By Month
    • Return On Investment
    • Survey List
  • Saved Search Criteria
    • Search criteria will now be stored on a session, when you return to a search page your criteria will still be set
  • Move Button for Items
    • a Move button has been added to Production to move items to the next queue
    • a Move option has been added to the Actions menu of Item View
  • Contact Actions Menu
    • Added an email option
  • Inventory POs
    • Added email and print PO options
  • Proof Status
    • Added ability to use proof status even if a proof was not sent through the system
  • Documents Tags
    • Added
  • Vendor Sticky Notes
    • Sticky notes will populate as an outsourced note type if the vendor is added to the outsourced tab of an item
  • Version Rollout Notifications
    • An alert will appear at the top of the page to notify you when a new version is rolled out

Updates

  • Item Edit
    • Save button moved to top and will follow down
    • Moved fields inline where applicable to limit scrolling
  • Payment Edit
    • Changed layout
    • Reduced clicks
  • Updated Search Field Labels
    • Extended names on search fields i.e. Customer is now Customer Name, etc.
  • Deposit Details for Order Payments
    • added additional information to the deposit drop-down for payments made at the order level
  • Accounts Receivable Page
    • Added single select option for emailing statements on Accounts Receivable (just click the check box of a customer and then click email statement)
    • Added a link back to Customer View if you click on the Customer
  • Redirect Link
    • When logging back into DocketManager you will be redirected back to Dashboard
  • Phone Number Links
    • added settings to allow use of phone numbers despite formatting
  • Actions Menu Drop-down
    • Changed Actions menus to drop-downs so they open on hover instead of click
  • Proof Email
    • No longer need to click the file first before Email Proof
  • Tabbing
    • Drop-down menus now support tabbing
  • Columns on Production Views
    • Added Order # to all views (with selectable link back to Order View)
    • Added a selectable link to Customer back to Customer View
    • Added Assigned To intitals to all views
    • Added Actual Graphic Time to Graphic View
  • Email Prefills
    • To and From fields will populate based on logged in user and contact/accounts payable contact
    • Canned responses will populate based on default for email type
  • Graphics Report
    • will now show for each timer rate type
  • Invoice Date for Insert Tool
    • Added an Invoice Date column in Insert
  • Default Customer
    • When using the Order or Quote creator in the New button, the default Customer set in Settings will prefill

Version 2.41

April 20, 2016

New

Change

  • Maintenance > Reports, has changed to Maintenance > Documents

Fixes

  • Caching for online ordering theme
  • General bug fixes

Version 2.40

March 08, 2016

Changes

v.2.40.1

  • SSL certificates have been implemented
    • MIS domain changed to https://sitename.docketmanager.net
    • Online ordering domain changed to https://sitename.docketmanager.net

Version 2.39

March 08, 2016

New

Changes

  • Global Catalog
    • can now create a global catalog and exclude Customers
  • General Performance increases

Version 2.38

December 08, 2015

New

  • Web Press
    • A new press format has been added for Web Press
  • Offset Perfector
    • A new press format has been added for Offset Perfector

Changes

  • Wide Format Side
    • can now calculate wide format side 2
      • separate side 2 setup option
      • duplex modifier for a reduced side 2 price per square foot
  • Deposits
    • only ‘active’ deposits will be available when making payments from an Order
    • if part of a closeout, the deposit screen will now show the closeout date information
  • General Performance increases

Version 2.37

October 20, 2015

New

  • PO Required
    • if check box is selected, MIS orders cannot be posted and Online Orders cannot be submitted without a P.O.
  • Stock Price By
    • can now price stock by Piece, Linear Feet, Square Feet and Weight

Changes

  • General Performance increases

Version 2.36

September 01, 2015

Important note: New security updates will change active users and access to MIS.

New

Changes

  • MIS Access
    • customer contacts can no longer access the MIS portion (if permission was originally given)
    • site owner’s company contacts have access to the MIS and are available in the CSR drop-down only if they are given a unique log in
  • Department Item Scales
    • can now be step or averaged
  • Run Price Scale
    • can now be step or averaged
  • General Performance increases

Version 2.35

August 13, 2015

New

Changes

  • General Performance increases

Version 2.34

July 21, 2015

New

Changes

  • General Performance increases

Version 2.33

July 02, 2015

New

  • Quote Reports
    • Department Item Groups and Department Item Prices can now be added to Quote Reports with Department Items
      • send in a ticket if you need something updated
  • Speed Rate for Ink Chart
    • can setup percentages to reduce the speed of a press when an ink coverage value is selected
  • Impressions Per Hour Scale
    • can now have the Impressions Per Hour Scales calculated as averaged (currenlty incremental/step)
      • Send in a ticket if you would like your site updated
  • Dockets Tab
    • Each department can now be set with 1 of 3 view

Changes

  • Time Sensitive Order Items
    • times have been removed from due dates for all proirity types except the newly added Time Sensitive
  • Multi-Quantity Quoting
    • the multi-quantity quote report can now read global pricing in the ‘Price from Item’ section
  • Department Item Lock-To
    • divide by option has been added
    • Inks Side 1, Inks – Side 2, Inks – All, Run Size – Perimeter, Flat Size – Perimeter and Finish Size – Perimeter have been added to the lock to options

Bug Fixes

  • General Performance increases

Version 2.32

June 16, 2015

New

  • Order Item grid view on Order Edit
    • now has a column for item price and one for discount amount
  • Sales Breakdown Report
    • can setup a report in the back end to group GL Accounts into Sales Categories and calculate press sales with paper included

Changes

  • File Upload
    • the file is selected and displays automatically when uploaded to an Order Item

Bug Fixes

  • General Performance increases

Version 2.31

June 03, 2015

New

  • Security Updates & Improvements
    • Passwords
      • Can no longer see passwords as text in the system.  All passwords are salted/hashed.
      • Forgot password functionality has been added
    • Online Ordering Login
      • You can now assume the identity of your Clients Contacts online
      • Simply click the login button and use your DocketManager credentials to verify your level of access and assume the identity of the contact

Changes

  • Bulk Actions for Dockets and Order Items
    • you no longer have to select the check to enter the information, just selected the field now checks the box automatically

Bug Fixes

  • General Performance increases
  • Credit memos calculate reverse tax

Version 2.30

May 27, 2015

Updates

  • Dockets Tab
    • Can no longer update dates or departments on this screen, you must select the check boxes and use the ‘Bulk Actions’ window
    • Same ‘Bulk Actions’ window for Dockets Tab and on Order Edit
      • A ‘Lots’ field and ‘Proof Status’ fields have been added as options for updating
  • Customer Load and Updater
    • Can now import information for Customers for every field on the Customer Edit Screen and info tab.
    • Can now export, update and/or import a CSV to bulk update Customers
  • Conatct Load and Updater
    • Can now import information for multiples Contacts per Customer
    • Can now export, update and/or import a CSV to bulk update Contacts
  • Cut Costs
    • Can now bulk update cut costs for stock on the general page

Bug Fixes

  • General Performance increases

Version 2.29

April 21, 2015

New Features

  • Digital Pricing 2 Sided Job
    • can now use the duplex multiplier scale to charge a different price for side 2 clicks
  • Proof Files
    • system now sends the online JPEG as the proof file
      • if there is no online JPEG, it sends the Proof PDF but displays a warning.

Updates

  • Add Inks
    • now select the ‘Add Ink’ button which opens a modal window, once inks are selected and saved they will display the same as they previously did

Bug Fixes

  • General Performance increases

Version 2.28

April 07, 2015

New Features

  • File Directory
    • can now edit the file directory path for each client.

Updates

  • Customer Can Upload a File
    • when this option is selected for an online template,  the Customer must upload a file or they cannot add to cart
  • Wide Format Pricing
    • you can now specify ink amount (ml/sqft) for each wide format mode
    • you can now have a scale for price per square foot
      • Note:  you can have a square foot scale or a run price scale; one scale disappears when the other is selected.

Fixes

  • Wide Format Calculator
    • now calculates correctly

Bug Fixes

  • General Performance increases

Version 2.27

March 25, 2015

New Features

  • Invoice Delivery
    • can now add/edit/delete options for Invoice Delivery

Updates

  • Date Range reports
    • can now add a field on report templates to show the date range of the data
  • Stock Quote Edit
    • you can now edit cost and markup or price of Stock in the quote section of an Order Item

Bug Fixes

  • General Performance increases

Version 2.26

March 10, 2015

Updates

  • Offset Presses
    • can now have up to 10 heads
  • Posted Orders
    • you can no longer unpost an order that is part of a close out

Bug Fixes

  • General Performance increases

Version 2.25

February 24, 2015

New Features

  • Digital Presses
    • can now select ‘Black Only’ and hide the colour cost/price fields
  • Cutting
    • pre and post cut setup price and scales added to Cutting tab
    • cut cost field added to stocks

Updates

  • Job Templates Bulk Actions now has an ‘Active’ and ‘Job Name’ column
  • Stock
    • has a view results option: 50,100 , 500, All
  • Customer Search
    • email field added in Advanced Search (no wildcard required)
    • wildcard no longer used in Customer or Contact field
  • Dashboard
    • Only open deposits show
  • Posted Orders
    • shipping field is locked

Bug Fixes

  • General Performance increases

Version 2.24

February 10, 2015

New Features

  • Graphics cost
    • Can now set your employee’s hourly wage
  • Lock to Square Footage
    • Can now lock a Department Item to square footage
  • Press Edit Calculator
    • Can now check if a Press is calculating correctly.
  • External Identifier
    •  Can hover over Customer # in Customer Edit or Order Edit to view

Version 2.23

January 28, 2015

  • General Performance increases
  • Application Codebase Optimization
  • Bug Fixes

Version 2.22

December 15, 2014

Version 2.22 is a release to accommodate the new hardware and server setup that DocketManager is migrating to.

All the new “features” of this release are under the hood and invisible to you.

December 12th to the 15th is when we plan on migrating everyone to the new server setup. There may be intermittent access throughout the weekend, but we are working diligently to ensure minimum downtime throughout this time.

Version 2.21

December 10, 2014

New Features

Bug Fixes

  • General Performance increases
  • Additional warnings for GL & Revenue Breakdowns

Version 2.20

December 04, 2014

New Features

  • Sales Page updated
    • Speed Increase
    • Updated UI
    • Two new tabs – Outstanding Sales & Projected Sales
  • Fiscal Year End Setting
  • Outstanding Sales
  • Projected Sales
    • Similar to Outstanding Sales
    • Can input what your estimated sales are
    • It then tells you how far away from your projection you currently are
  • Added Transit # & Item Count to Deposit Tickets
  • New Note System
    • Notes have been removed from Graphic Timer for speed improvements
    • DocketManager now ships with 5 note categories (Graphic, Shipping, Bindery, Generic & Invoice)
    • Notes have been removed from the Order Item and replaced with the ‘New Note’ tool
    • Note Article
  • Department Items
    • On Order Item, Department Items now open in a modal window
  • New Catalog button in Navigation
    • Maintenance > Online Ordering > Catalogs
    • Clicking this button shows you all catalogs in online store
  • Can now delete Shopping Carts and Quotes
    • Can delete from Quotes page and Customer page

Bug Fixes

  • General Performance increases

Version 2.19

November 05, 2014

New Features

  • New Support Links
  • Added steps to the Step by Step guide
    • Accounting – G/L Account
    • Orders – Groups
    • Steps are now in alphabetical order
  • Bulk Order Item options have been added
  • More fields have been added to Order Export
  • Terminology Changes
  • Can now set commission and discount as either a percent or a dollar amount
  • Can now email Stock Purchase order
  • Customer P/O Warning
    • can track Stock Purchases throughout DocketManager

Bug Fixes

  • General Performance increases

Version 2.18

October 22, 2014

New Features

    • New Ticket Submitting Process
    • New Deployment/Update Notices
    • New Terms introduced
    • Proof Approval Report
      • New System Report for Proof Approval
    • Proof Approval Process Added
      • Proof Approval report is sent to customer
      • Customer is able to approve proof or request changes from their browser
      • New proof note section added to Order Item
      • Can see status of proof in the Dockets tab

Note: The Customer part of the proof approval is currently only supported with Chrome and Firefox browsers. Download Chrome

Bug Fixes

  • Speed increase for Order Item Edit page
  • Spaces no longer removed from Name Description for online orders
  • Cancelled online orders are actually cancelled

Version 2.17

September 24, 2014

New Features

  • Department Items Multiplier
    • can multiply department items on the Order Item level
    • can lock to various attributes, such as Lots, Quantity or Passes
    • Multiplying Department Items
  • Updated Customer Import
  • Prioritize Dockets
    • can add specific times to dockets
    • can now specify hours and minutes to default times
  • File Manager for Customers
    • 50mb storage limit for customers
    • can upload a variety of files, including AI, PNG, JPG and EPS
    • File Manager
  • Layout & Design improvements to online ordering
  • Added active option to stock update tool
  • New method to quick add a contact
  • New shipping email template

Version 2.16

September 10, 2014

New Features

  • Added Bulk Actions to Digital Press Scales
  • New order search page layout
    • options added for today and yesterdays orders
    • able to search both orders and order items
    • same layout for order search and quote search
  • New Navigation for Job Categories
    • added links for job category, job templates, bulk pricing and bulk department items
  • Online Shopping Cart Page
    • can now edit the order item and review the proof from the shopping cart
  • New Error Message Styling
  • Ability to set department of template item online, and have the set department persist throughout the order
  • New securable item for print and email invoices
    • for security roles where you don’t want the user to be able to print and email invoices
  • Can now delete contacts from system

Fixes

  • General bug squashes

Version 2.15

August 27, 2014

New Features

  • Added bulk update option to order item
    • can change properties of multiple order items without having to load individual order item pages
    • Bulk update option
  • Invoice options for customers and orders have been updated:
    • can now set default customer contact, which will override order contact
    • option to CC invoice to order contact as well as sending invoice to customer contact
    • Order Invoice Options
  • Consolidated address fields
  • Updated videos in Support section. Click Maintenance > Support to see the new System Setup videos.

Fixes

  • General bug squashes
  • Online ordering performance enhancement
  • Optimized graphics section on Order Item edit page for decreased load times
  • Configured online ordering confirmation email to hide pricing

Version 2.14

July 17, 2014

New Features

  • Order Item options for Online Order Templates:
    • Added field name for ‘Online Name’ to the Department Item Edit page and the Stock Size Edit page
    • Ability to add up to two (2) Stock Size option lists and up to four (4) Department Item options list
    • Option to select if Department Items or Stock are required fields
  • G/L support added for Plates, Aqueous Coating and Ink and have been integrated into the Revenue breakdown
  • Board option added to Stock Type drop down on Stock Edit page
  • Email added as an option to Sales Type
  • Improvements made to Securable Items selection page

Fixes

  • General bug squashes

Version 2.13

June 24, 2014

New Features

  • Optimization of Timer
    • Added ability to assign a Quick Timer to an existing Timer.
    • Added ability to delete Quick Timers
    • Item Timers are removed from the Timer control when deleted
    • Item Timer statuses now colour coded
    • When a Timer is started/stopped at the Order Item or Dockets level, it is reflected in the Timer drop down, and vice versa
    • Timer button added back to the Graphics section of the Order Item page
  • Auto recalculating removed when changing items on the Order Item Edit page
  • Optimized speed of Sales screen
  • Added ability on the Orders page to export a CSV based on specific search filters
  • Added ability to make payments on Unposted Orders
  • Removed Save button on individual Stock Sizes and added Save button at the page level
  • Removed the locking of Invoice Name to the Job Group on Order Item Edit
  • Price Per Piece variable added to Reports

Fixes

  • General bug squashes

Version 2.12

June 10, 2014

New Features

  • Avalon integration
  • Avalon Payment Gateway settings added to Maintenance -> Accounting -> Payment Gateway
  • Accounts Payable Contact removed from Contact level and added to the Customer -> Info tab
  • Improvements made to the Press Edit page
  • Bulk delete added to Department Items
  • Added ability to reorder Quotes
  • Department Item categories now sorted by Sort Index
  • Date format options available under Maintenance -> Settings
  • Added Vendor Code to Stock search page
  • Added ability to override Minimum Department Item Price on Order Item Edit
  • Improvements made to Order Item Cut Prices
  • Added Run Price in press calculations for Digital Presses
  • Stock Weight and Stock Finish added to Stock Column on Order Edit page

Fixes

  • General bug squashes

Version 2.11

May 13, 2014

New Features

  • Graphic Charges, Commissions and Discounts can now be applied at the Order Item level
  • Graphic Times can be commissionable/non-commissionable
  • Department Items can be commissionable/non-commissionable and taxable/non-taxable
  • Overrides for Graphics and Commissions are now at the Order Item level
  • Commission can be added to Order Items on Posted Orders
  • Bulk tool available to apply multiple discounts to all Order Items within an Order

Fixes

  • General bug squashes

Version 2.10

April 01, 2014

New Features

  • Added Department Item Overs
  • Added Department Item Quantity Lock options
  • Ability to search by Contact and Description on Customer Edit page under Order Items and Quote Items
  • Added Notes fields at Job Template level for Graphics, Press, Bindery and Shipping
  • Improvements made to inserting Order Items into Orders
  • Added search filters to Sales Ticket
  • Added Press Definition Notes
  • Added Aqueous Coating to Job Template level

Fixes

  • General bug squashes

Version 2.09

March 03, 2014

New Features

Fixes

  • General bug squashes

Version 2.08

February 18, 2014

New Features

  • Minimum Department Item charge
  • Ability to duplicate Stocks and Stock Sizes
  • Duplicate feature for Jobs
  • Drag and drop feature for Job Sort Order
  • Duplicate feature for Press Scales
  • Option to select Shipping Types to show online
  • Press Groups moved from Maintenance -> Orders to Maintenance -> Dockets
  • Ability to allocate Department Items to Shipping and Outsourced
  • New Report option to quote for multiple quantities

Fixes

  • General bug squashes

Version 2.08

February 18, 2014

New Features

  • Minimum Department Item charge
  • Ability to duplicate Stocks and Stock Sizes
  • Duplicate feature for Jobs
  • Drag and drop feature for Job Sort Order
  • Duplicate feature for Press Scales
  • Option to select Shipping Types to show online
  • Press Groups moved from Maintenance -> Orders to Maintenance -> Dockets
  • Ability to allocate Department Items to Shipping and Outsourced
  • New Report option to quote for multiple quantities

Fixes

  • General bug squashes

Version 2.07

February 10, 2014

New Features

  • Updates to Graphic Timer
  • Redesign of checkout page in Online Ordering

Fixes

  • General bug squashes

Version 2.06

December 28, 2013

New Features

Changes

  • Stock Colour and Stock Size buttons have been moved from Maintenance -> Orders to Maintenance -> Orders -> Stock

Fixes

  • General bug squashes