Release Notes

What version of DocketManager am I on?

Release Notes

2018
December 12, 2018

Version 3.12

General

  • UI and UX Improvements
    • 3 New Edit Modal Windows (Contacts, Orders and Stock)   Feature 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
July 19, 2018

Version 3.11

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

  • New Report – Average Monthly Sale Report Per Customer found in the Analysis section
    • Filtered by Sales Rep and Year
    • Reports on the Months, Number of Orders, Total, and Average Total per Order
  • The Sales By Customer report has been updated
    • A new column for Postage has been added to the right of Shipping
    • Taxes has been moved to the right of Postage
    • Entries are now added to the report, included in the Total column
    • GL Account allocation and Tax allocation are now included in the Subtotal and Taxes columns, respectively
  • The Sales By Customer By Month report has been updated
    • Entries and GL Account allocations are now included in the Totals column
  • The Sales By Customer By Year report has been updated
    • GL Account allocations are now included in the Totals column
  • The following reports will no longer output times in addition to dates
    • Accounts Receivable
    • Deposit Payments
    • Outstanding Order Items
    • Outstanding Quote Items
    • Sales Report
  • The Orders By Customer report has been updated
    • Can now be filtered by Order Date and Posted Date
    • A new row is added to the end of the report including
      • The total number of Orders
      • The sum total
      • The average total per order
  • Production and item exports will now include the following information as new columns
    • To the right of Versions
      • Sheets
      • Pages
      • Template Group
      • Template Name
      • Template Option
    • Between Order and Due Date
      • Order Date
      • Graphics Date
      • Press Date
      • Finishing Date
      • Shipping Date
      • Due Date

Settings

April 10, 2018

Version 3.10

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