Help
How to use DockingWare, by topic.
-
Pricing: how DockingWare picks the price on a sales order line
Admin, Sales, Accounting, Purchasing
Where the price on a sales order line comes from, how to set customer and unit prices, and who can see cost and margin.
-
Getting started: sign in, switch company, and find your way around
Everyone
How to sign in, switch company, change your password, and what the sidebar shows for your role.
-
Users and roles: members, membership role, and enterprise roles
Owner, Admin
How members, membership roles, and enterprise roles work, and what each enterprise role can open and do.
-
Products and units: SKUs, package conversions, and labels
Catalog, Procurement, Sales
How SKUs, base units, and package conversions work, what changes when a factor changes, and how labels and barcodes work.
-
Purchasing: suppliers, supplier prices, and purchase orders
Procurement, Owner, Admin
How suppliers, supplier prices, and purchase orders work, and how the purchase order line price is resolved.
-
Receiving and putaway: receipts, ROD, LPNs, and putaway
Warehouse, Procurement, Owner, Admin
How to receive against a purchase order, what Received on Dock means, how LPNs work, and how putaway moves stock to a storage location.
-
Inventory: stock buckets, locations, adjustments, counts, and the ledger
Warehouse, Owner, Admin
Ten stock buckets per product and warehouse, locations, Adjust Stock, cycle counts, the movement ledger, and reconciliation.