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How to create a Docket from an Order - Web View

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.

  1. Select Orders on the top of the screen
  2. Select the specific order in which you are going to create dockets from
  3. Select Details
    Order 123


  4. Inside the Order, select the Dockets tab. Where you can then select "Add new item" or the "+" symbol to create a new Docket.

    Step 4

5. You will now see a blank docket template with the Order number and Order line items attached.
Step 5

 

If you need any further help, please contact support@docketbook.com.au