Skip to main content

Generate Dockets

This tutorial shows you how to create dockets for your order.

Video Tutorial

1. Open Line Entry

Click "Line Entry". This is where you start creating your docket.

generate-docket.png

2. Generate Dockets

Click the "Generate Dockets" button.

generate-docket (1).png

3. Select Document Type

Select "DOCKET + PACKING SLIP" to properly generate the docket. Choosing other options will not complete the full docket process and may skip important automatic steps.

generate-docket (2).png

4. Confirm

Click "OK" to continue.

generate-docket (3).png

5. View the Docket

A new window will open showing your Docket and Packing Slip PDF. You can now review or print the documents.

generate-docket (4).png

6. System Automatically Creates Related Records

After generating the docket, the system will automatically create:

  • Shipment details
  • Purchase Orders (if RFQs that require POs are included)
  • Production tasks

generate-docket (5).png

7. Check Shipment Details

Click the "Fulfillment" section. This shows shipping and delivery information.

generate-docket (6).png

8. Review Shipment

Click the view-arrow-icon.png arrow icon to see shipment details.

generate-docket (7).png

9. Return to Sale Order

Click the underlined Sale Order to go back to the order.

generate-docket (8).png

10. Check Purchase Orders (If Available)

If your docket includes an RFQ, a Purchase Order (PO) will be created automatically.

Click "Purchase Order" to open it.

generate-docket (9).png

11. Review Purchase Order

Click the view-arrow-icon.png arrow icon to view PO details.

generate-docket (10).png

12. View Tasks

Click the "Task" tab. This shows production tasks for the order.

generate-docket (11).png

13. Review Production Time

The task list shows the total time required to complete the job.

generate-docket (12).png


You have successfully generated your dockets. These documents help ensure your order details are correct and ready for production.

Back to top