📄️ 'Journal transaction out of balance' message when billing
When the Journal Transaction is out of balance, it's often due to totals that need to be recalculated.
📄️ Bill Codes Setup
Billing Codes
📄️ Changing Billing Code Rates For Dockage
CHANGING BILLING CODE RATES FOR DOCKAGE
📄️ Changing Dictionary Item Length
CHANGING DICTIONARY ITEM LENGTH
📄️ Clerk & User Group Maintenance Quick Overview
Clerk Maintenance
📄️ Clerk, User Groups and Processes Reports
Clerk, User Groups and Processes Reports
📄️ Combine Two Customer Records
Combine Two Customer Records
📄️ Create Custom Dictionary Item From A Default Dictionary Item
CREATE CUSTOM DICTIONARY ITEM FROM A DEFAULT DICTIONARY ITEM
📄️ Creating and Changing Clerk Records
Purpose: To provide instruction to the DockMaster administrator on how to create a clerk record. A clerk record is necessary for each employee who will work in the DockMaster software.
📄️ Creating multi-location dictionary items for new locations:
Creating multi-location dictionary items for new locations:
📄️ Dictionary List Details Using ATTR Command
DICTIONARY LIST DETAILS USING ATTR COMMAND
📄️ DockMaster SMTP Emailing Setup
Steps to be taken,
📄️ Dockmaster Lock Handling
Since the release of Version 8.4.30 of Dockmaster, the record locking process has been improved.
📄️ Gmail SMTP
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📄️ How to Find Attributes To Use In Merge Documents
How to Find Attributes To Use In Merge Documents
📄️ Maintaining Location Code Information
Almost all layouts and other printing tasks obtain the company information from the Location Codes defined in Location Maintenance (System Administration > Location Maintenance)
📄️ Office 365 SMTP
For those using Office/Microsoft 365 for your email(SMTP) server. Unfortunately Microsoft has discontinued Basic SMTP Authentication / SMTP AUTH which is how DockMaster connects to your Office/Microsoft 365 account to directly send emails from DockMaster and POS. This has been replaced by OAuth 2.0.
📄️ POS: Recall Clerk ID
If you want to 'recall the clerk ID' at Point of Sale, meaning you do not want to have to reenter the clerk ID and PW after each ticket, please have your System Administrator check RECALL CLERK ID in your System Administration / Configuration / Point of Sale Parameters where I have indicated below:
📄️ Setup Default Tax Schema
The Tax Schema that is used by all modules in DockMaster and POS is dictated by the Postal Code that you have set for your location.
📄️ User Groups and Processes
Purpose: To provide instruction to the DockMaster administrator on how to create and manage user groups in order to impose security to the various modules within the software
📄️ User Groups Tab 3 Processes Worksheet
The following is a worksheet to check and verify your User Groups Processes you have in place.
📄️ User Groups Tab 4 Forms Worksheet
The following is a worksheet to check and verify your User Groups Forms you have in place.
📄️ Using SendGrid for Emailing with DockMaster
This guide is to help your admin or IT person to enable SendGrid use so you can email via Dockmaster instead of needing SMTP Server info setup.