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Create a Docket from Order in the Docketbook App

In this article you will see the steps to create a Docket from a Order using the Docketbook App.

NOTE: Please ensure you have the correct user access Docket Creator (Orders). For more information, click here.

 

1. Once logged into the Docketbook App, select the 3 lines on the top left hand corner of the screen.

Step 1 App

2. From this screen, select your company.

Step 2 App

3. Select the Purchase Order you want to create a Docket in.

Select Order

4. Inside the Order, select the Dockets tab on the top of the screen and then select "New Docket"

New Docket in Order App

 

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