Order Time
Table of Contents
Table of Contents
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Glossary
Onboarding
Setup
Quick Start Guide
Onboarding Checklist
How to Subscribe to Order Time and Purchase Additional Services
Setting Up User Roles
Setting Up Document Statuses
Order Time - Exporting Lists
Adding Users and Assigning Roles
Items in Order Time
Utilizing Item Aliases
Import Your Opening Inventory - Ultimate Guide
Import - Overview
Import Fields
Batch Action
Locations
Currencies
Language and Time Settings
Preparing the Import File
Order Time Security & Backups
Custom Fields & Calculated Fields
Setting Up E-commerce Integration
EDI with Order Time
Purchasing Remote Training Hours
Items
Selecting an Item Group
Adding an Item
Item Details
Item Usage
Style Editor
Importing Item Images
Importing a count with Lot / Serial Numbers
Item Barcodes in Order Time
Creating Proxies
UOM Sets
Sales
Sales Cycle
Adding Leads
Adding Customers
Creating a Quote
Create a Sales Order
Additional Fees
Removing Quantity from a Ship Doc
Issue a Customer Refund as a Credit
Creating a Transfer from a Sales Order
Shipping Estimation
Ship Docs Overview
Merge Customer
Customer Returns
Creating Refunds and Partial Refunds
Putting a Customer On Hold
Fulfillment Batch
Closing a Sales Order
Duplicating a Sales Order
Admin
Company Preferences
Company Info
Company Preferences Overview
General Preferences
Company Preferences - Activities
Company Preferences - Doc #s
Company Preferences - Inventory
Company Preferences - Items
Company Preferences - Payments
Company Preferences - Lot Numbers & Serial Numbers
Company Preferences - Production
Company Preferences - Purchasing
Company Preferences - Receiving
Company Preferences - Sales
Company Preferences - Shipping
Payment Methods
Payment Methods
Using the Payments System
Payments Overview
Setting Up a Payment Gateway
Payment Gateway - Authorize.Net
Payment Gateway - Intuit QuickBooks Payments
Payment Gateway - Payflow
Payment Gateway - BluePay
Payment Gateway - Payeezy
Payment Gateway - USAePay
Sending Payment Requests & Using the Payment List
How are payments on sales orders reflected in QuickBooks
Activities
Adding Events and Tasks from Details Page
Activity Overview
Adding New Events and Tasks
Managing Events and Tasks from a Details Page
Viewing Assignments and Reminders
Emails and Logs
Alarms and Reminders
Tasks
Label Templates
Form Templates
Overview - Form Template
Designing - Form Template
Printing Forms in Landscape Mode
Accounting Integration Settings
Production
Production Cycle
Kit vs Assembly
Create a Bill of Materials
Kit and Configurable Bill of Materials
Generate a Work Order
Tracking Work Orders
Creating a Sales Order with a Linked PO & Linked WO
Using Quick Build for Work Orders from a Sales Order
Creating Work Orders for Multiple Sales Orders
Creating a New Disassembly
Enable Split, Drill Down, Flatten Features on a Work Order
Drill Down a Work Order
Splitting a Work Order
Production Orders
Warehouse
Understanding Quantities In Order Time
Complete an Inventory Adjustment
Generate a Cycle Count
Complete a New Location Transfer
Create New Bin Move
Complete a Value Adjustment
Purchasing
Purchasing Cycle
Vendors
Creating a Purchase Order
Linked POs and Drop Ship POs
How can I enter my purchasing costs for my items in foreign currencies?
Using Reorder Analysis
Creating a Reorder Analysis
Create a Receiving Doc
Import Lot & Serial Numbers Onto Receiver Line Items
Vendor Returns
Reports
Creating Reports
Customizing Reports
Viewing Existing Reports
Sorting Reports
Creating a Pivot Table Report
Integrations
QuickBooks Online
QuickBooks Online - Integration & Syncing
Item Sales Tax - QuickBooks Online
QuickBooks Desktop
QuickBooks Desktop
I'm using Right Networks, what should I do?
QuickBooks Connector - What Syncs, What Doesn't
How to Manually Run an Accounting Sync Job between QuickBooks Desktop and Order Time
Xero Accounting
Xero Accounting - Integration & Syncing
Order Time Mobile
Order Time Mobile - Overview & Download Link
Order Time Warehouse - [VIDEO] Overview and Preferences
Order Time Warehouse - [VIDEO] Sales Orders & Picking
Order Time Warehouse - [VIDEO] Ship Docs & Packing
Order Time Warehouse - [VIDEO] Receiving Purchase Orders
Order Time WH - Releasing Sales Orders
All Orders Mobile
Troubleshooting
All Orders Mobile - None of the orders have any lines!
All Orders Mobile - How to Setup AO Mobile Credentials Manually
Warehouse
All Orders Mobile - Warehouse Overview
All Orders Mobile - Find
All Orders Mobile - Adjust
All Orders Mobile - Pending Adjustments List
All Orders Mobile - Move Bin
All Orders Mobile - Transfer Location
All Orders Mobile Overview
All Orders Mobile Installation
All Orders Mobile - Activation and Preferences
All Orders Mobile - Using the Device
All Orders Mobile - Ship Orders
All Orders Mobile - Receive Orders
All Orders Mobile - Count Inventory
Shipping Integration
Shipping Integration - ShipStation
ShipStation Ship Method Mapping
Shopify
Shopify Integration
Shopify: Connection Credentials and Settings
BigCommerce
BigCommerce
BigCommerce: Connection Credentials and Settings
Magento
Magento
Magento: Connection Credentials and Settings
WooCommerce
WooCommerce Integration
WooCommerce: Connection Credentials and Settings
Volusion
Volusion Integration
Volusion: Connection Credentials and Settings
3dcart
3dcart Integration
3dcart: Connection Credentials and Settings
Custom Label Printing
Hardware Provider: BarcodeShack
Enable Label Printing Feature
Creating Label Templates
Order Time Label Printing: Supported Printers
B2B Portal
B2B Portal Guide
B2B - Adding a Portal
B2B - Configuring the Portal Settings
B2B - Setting up Item Categories & Customer Categories
B2B - Setting up Contacts with Portal Access
B2B - Setting up Payments for the B2B Portal
Cart List
B2B - Setting up Related Items for the 'Frequently Bought With' Section
B2B - Image Sizing Guidelines
TrueCommerce EDI
TrueCommerce EDI Integration
SPS Commerce EDI
SPS Commerce EDI Integration
Synqware EDI
Carts Overview
Webinars
Past Webinars
Webinar - Tips for a Strong Sales Cycle
New
Webinar - Customer & Vendor Returns
Webinar - Performing a Production Disassembly
Webinar - QuickBooks Desktop or QuickBooks Online, Which Should I Use?
Webinar - Important Reports for the New Year
Webinar - New Features in Version 1.0.29 + Open Q&A
Webinar - Ace Cloud Hosting and NumberCruncher
Special Edition Webinar - Year End Inventory Planning with Alyson Distel
Webinar - Lot & Serial Number Features - Traceability
Webinar - Benefits of Migrating from All Orders to Order Time
Special Edition Webinar - Make to Order vs. Make to Stock Manufacturing
Webinar - Order Time Mobile App - New Features / Receiving
Special Edition Webinar - Order Time - FreightPrint Integration
Webinar - Order Time Version 1.0.28 + B2B Portal 1.1 - What's New?
Webinar - CRM Features Walkthrough
Webinar - Learn More About Barcoding
Webinar - Reorder Analysis for Production
Webinar - Advanced Features of Production
Webinar - B2B Portal New Features + Open Q&A
Webinar - New Features in Version 1.0.27 + Open Q&A
Webinar - B2B Portal
Webinar - Label Creation and Barcodes - Tips and Tricks
Webinar - Inventory Locations & Bins
Webinar - Inventory Counts for the New Year
Webinar - Inventory Status Reports
Webinar - Setting Up Sales Tax
Webinar - Adding Price Levels & Discounts
Webinar - Label Printing, Barcodes, & Templates
Webinar - Payments Overview & Sending Payment Requests
Webinar - Assemblies, Bill of Materials & Work Orders
Webinar - Custom & Calculated Fields
Webinar - Detail Reports
Training Videos
Training - Creating a Disassembly
Training - Importing an Item
Video - Using Multiple Units of Measure
Video - Importing Bill of Materials
Video - Updating the Items List with Imports
Video - Lot & Serial Number Tracking Demo
Video - QuickBooks Online: Connecting & Syncing
Video - Create Payment Requests & Add Payments
Video - Purchasing, Receiving & Selling Inventory
Video - Sending Emails From Order Time
Video - Creating Email Templates
Video - How to Set Up Approval Alerts
Video - How to Control Order Approval
Video - Prevent Auto-Fill Quantity on Ship Doc
Video - Preventing Sync on a Document
Video - Order Time Importing
Video - Viewing Existing Reports
Video - Getting Started with Order Time
Interactive Guides
Release Notes & Troubleshooting
Troubleshooting Solutions
Create Support Login
Inactive Data in QuickBooks and Order Time
Summing up the Standard Cost of Components within a Bill of Materials
Session Expired - Resolving Session Expiry in your Browser
Excel File Splitting Solution - Splitting an Excel Sheet Into Multiple Files
Why is my Order Time Quantity different from my QuickBooks Quantity?
Xero Error: Token not valid
Feature Requests
Make sure your new Custom Field shows up on your Orders
After changing Purchase As UOMs for an item, the cost in the BOM is not correct
The name of my company changed and my items temporarily disappeared
Improve Detail Load Time - Lag Issues
Error sorting lists
My Credit Card was declined on the monthly subscription
The Given Object ID in the Field is Invalid
Order Time - Revision Numbers and Documents
Why can't I add customer types in Order Time?
I have uploaded a new company logo, but it does not show on the form template
Why are charts not updating?
Sync Error - Ids service endpoint was not found
Cycle Count Quantities
Trouble with Auto Generate for Lot / Serial Numbers
Order Time and QuickBooks Have Different Inventory Values
Order Time Mobile - Item Was Not Found Error
How to Perform a Hard Refresh on your Web Browser
How to get the BoM Step IDs for Importing BoM Components
Exporting a CSV and Opening in Excel is Removing Trailing Zeros
Payment Error: Do Not Honor
My Count Timed Out and adjustment did not close
QuickBooks Error Message: Invalid Argument. The Specified Record Does Not Exist In The List
Closing a Sales Order that has a Kit
Item Proxies and Accounts
Object "XXXXX-XXXXXXXXXX" specified in the request cannot be found.
Ship address street showing before Company / Name
The Min Quantity Must Be Less Than The Max Quantity
Printing Forms in Landscape Mode
QuickBooks Changes Payment Application
QuickBooks Desktop Syncing (Right Networks)
QuickBooks Online Validation Error: Memorized Sales Transactions
Enabling & Adding Foreign Currency
Recent Email Changes - Amazon Email Services
Nested Bill of Materials vs. Steps
Order Time Emails Placed Under Spam & Phishing Filter
Sales Order Numbers on QuickBooks Invoices
Invoice Date in QuickBooks
Custom Fields - Sales Order Items - Pick List
Record Types
QBO Sync Error: How to know which Vendor/Customer/Item is causing a sync error using the Intuit ID.
Edit Customer Address
QuickBooks Online Issue: Initial Inventory date is not set, or set incorrectly when converting from QuickBooks Desktop.
Inventory Primer
ShipStation Error
Items Names or Numbers
Prepaying Inventory
Can I use Alpha Numeric characters in the Document Numbers?
Error 500 A critical Error has occurred
How to create Styles and Import into Shopify
Cannot see the custom field I created
Validation Exception was thrown.Details:Invalid account type - QuickBooks Online
Associate Purchase Orders to Sales Orders
How to avoid creating and paying a bill twice?
Value cannot be null. Parameter name: value
When running the Reorder Analysis, why is my required quantity not showing up?
Customer has an overdue transaction
Error - Proxy is Required
No sub of when creating a customer
How do you remove apostrophes when you export a list or report.
Sorting Line Items
This feature is not enabled in this version of QuickBooks
Tracking Production done by 3rd Party Vendor/Supplier
Move line is no longer visible
Logging Into Order Time Mobile - Alert. Incorrect API key or the key is deactivated
How do I look up the Lot or Serial numbers that were used in the Assembly that I have already shipped?
Adding Labor to a Bill of Materials
Reducing Users, Deactivating an Integration or Suspending Your Account
QuickBooks Online: New Automated Sales Tax
QuickBooks Authentication Screens - No Internet Explorer 11 Support
QBO Discounts and Accounts
Release Notes
Feature Road Map
Updated
Version 1.0.29
B2B Version 1.1
Version 1.0.28
Version 1.0.27
Version 1.0.26
Version 1.0.25
Version 1.0.24
Version 1.0.23
Version 1.0.22
Version 1.0.21
Version 1.0.20
Version 1.0.18
Version 1.0.15
About Us
Marketing Video - Learn More About NumberCruncher
Marketing Video - Making Your Business Run Like Clockwork
Marketing Video - Haga que su negocio funcione como un reloj
RESTful API
API Overview
Order Time REST API
Getting the API Key
Enums
Basic Object Types
Working with Entity Refs and Lists
Entities and Transactions
Webhook
Entities
Customer
Lead
CustomerAddress
Contact
Part Item
Assembly Item
Non Part Item
Service Item
Other Charge Item
Custom Field Definition
Price Level
Bill Of Materials (BOM)
Vendor
Vendor Address
Item Vendor
Location
Transactions
Sales Order
Ship Doc
Package
Payment
Customer Return
Purchase Order
Receiver
Adjustment
Transfer
Vendor Return
Examples
Create Customer Example
Welcome to the Order Time Knowledgebase
Onboarding
Sales
Admin
Production
Warehouse
Purchasing
Reports
Integrations
Ecommerce, Shipping, EDI & More
Webinars
View our whole list of Videos for Order Time Inventory.
Release Notes & Troubleshooting
RESTful API
Documentation for our powerful API
Popular Articles
Sales Cycle
Create a Sales Order
Adding an Item
Production Cycle
Ship Docs Overview
See more...
New Articles
New
Webinar - Tips for a Strong Sales Cycle
My Count Timed Out and adjustment did not close
Item Sales Tax - QuickBooks Online
Webinar - Customer & Vendor Returns
Webinar - Performing a Production Disassembly
See more...
Updated Articles
Updated
Feature Road Map
Order Time Warehouse - [VIDEO] Receiving Purchase Orders
Order Time Warehouse - [VIDEO] Ship Docs & Packing
Order Time Warehouse - [VIDEO] Sales Orders & Picking
Production Steps
See more...