The slide-out editing and order number generation feature is a powerful tool for efficiently managing product information, docket fields, and estimate conversions. With these enhancements, you can update product names, descriptions, and required fields directly from the production page and automatically assign new order numbers when estimates are approved. This blog will guide you through using these features to streamline your workflow and reduce errors.
Enable Slide-Out Editing
Before using slide-out features, you need to enable them:
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Navigate to Settings → Slide-Out Editing.
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Check the box for Slide-Out Editing and click Save.
Once enabled, a slide-out button will appear on the production page. This allows you to edit product information directly without navigating away, improving efficiency and saving time.
Edit Product Details Directly in the Slide-Out
The slide-out now allows you to:
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Update product names
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Edit product descriptions
Steps to Edit Product Details:
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Click the slide-out button next to a product.
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Click the edit icon for either the name or description.
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Make your changes and click Submit.
Your updates are applied immediately, reducing errors caused by repeated navigation and keeping your workflow smooth.
Manage Docket Fields Without Leaving the Slide-Out
For systems using docket fields:
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Required fields are marked with an asterisk (*).
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Attempting to save incomplete docket fields triggers a warning until the information is completed.
This eliminates the need to open individual product pages, allowing your team to work faster and more accurately.
Generate New Order Numbers After Estimate Approval
When an estimate is approved:
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The system automatically converts it into an order.
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A new order number is assigned from the next available sequence.
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The order timeline updates to reflect the conversion.
Benefits:
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Keeps estimates and orders organized.
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Prioritizes recently converted orders in your workflow.
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Ensures accurate tracking of orders and reduces confusion.
Sort and View Orders Efficiently
To further enhance order management:
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Use Sort Entries by Order Number Descending in Order Settings.
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Converted estimates move to the top of your list, making them easier to access and process.
These features allow you to maintain an organized production workflow while minimizing mistakes and delays.
Additional Updates
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Fixed SMTP credential issues that previously caused email delivery problems.
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Added validation for required docket fields, preventing incomplete submissions.
These improvements increase reliability and ensure smooth operation of both slide-out editing and order number generation.