Release Notes

What version of DocketManager am I on?

Release Notes

2019
May 3, 2019

Version 3.13

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
May 1, 2019

Version 3.12 – Enhancement

General

  • Single Sign-On (SAML)
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