Creating a docket with the Web View of Docketbook is a great tool for administrators. It allows them to efficiently create dockets for themselves or on behalf of operators, streamlining the process for everyone involved.
- Select Orders on the top of the screen
- Select the specific order in which you are going to create dockets from
- Select Details
- Inside the Order, select the Dockets tab. Where you can then select "Add new item" or the "+" symbol to create a new Docket.
5. You will now see a blank docket template with the Order number and Order line items attached.
You can also create a Docket from an Order via the Dockets Tab. For steps, please see below.
1. Select the Dockets tab
2. Then select "Create Docket" where you can select to create a New Docket as yourself or New Docket for a Operator.
3. Inside the New Docket, click the Orders tab and select the Order you want linked to the Docket.
