Order Time
Table of Contents
Table of Contents
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Home
Glossary
Onboarding
Setup
Quick Start Guide
Onboarding Checklist
Planning to Go Live
How to Subscribe to Order Time and Purchase Additional Services
Adding Users and Assigning Roles
Setting Up User Roles
Setting Up Document Statuses
Order Time - Exporting Lists
Items in Order Time
Utilizing Item Aliases
Lists
Locations
Currencies
Types of Price Levels
Adding Price Levels
Adding Vendor Price Levels
Import Your Opening Inventory - Ultimate Guide
Import - Overview
Import Fields
Preparing the Import File
Batch Action
Custom Messages
Language and Time Settings
Order Time Security & Backups
System requirements for Order Time Inventory
Advanced Security Features
Custom List Views
Custom Fields & Calculated Fields
Setting Up E-commerce Integration
Setting Up Alerts
EDI with Order Time
Purchasing Remote Training Hours
Global Search
Limit Permission to Approve Records and Alert Approver
Save Import files in MS DOS CSVs
Custom Code, Integrations, and Custom Automation Rules (CAR)
Sandbox Accounts
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
Item Vendors
Adding Attachments
Merging Items
Sales
Sales Cycle
Adding Leads
Adding Customers
Tracking Number on Ship Docs
Creating a Quote
Vendor RFQ - Request for Quote
Removing Quantity from a Ship Doc
Create a Sales Order
Sales Order Allocation
Select Items to Ship
Splitting a Sales Order
Consignment
Additional Fees
Issue a Customer Refund as a Credit
Credit Limits Explained
Creating a Transfer from a Sales Order
Shipping Estimation
Ship Docs Overview
Closing a PO or SO with an Open Quantity
Auto Email Customers on Shipping
Merge Customer
Closing Open Orders
Customer Returns
Recalculate Pricing on Sales Order
Creating Refunds and Partial Refunds
Putting a Customer On Hold
Assigning Sales Rep to Customer by Address
Default Forms for Customers
Fulfillment Batch
Closing a Sales Order
Duplicating a Sales Order
See Can Make for Assemblies and Kits on Sales Orders
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
Period Closing Date
Company Preferences - Repair Orders
Company Preferences - Mobile
Company Preferences - Mail and Calendar Integration
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
Payment Gateway - Stripe
Sending Payment Requests & Using the Payment List
How are payments on sales orders reflected in QuickBooks
Order Time and Card Readers
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
Accounting Integration Restrictions
Production
Production Cycle
Assembly and Creating a Bill of Materials
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
Work Orders - Reload BOM
Production Orders
Quick BOM Report
Creating a Reorder Analysis for Production
Warehouse
Understanding Quantities In Order Time
How Order Time consumes Inventory
Complete an Inventory Adjustment
Generate a Cycle Count
Complete a New Location Transfer
Create New Bin Move
Complete a Value Adjustment
Order Time and FIFO
Can Make in Reports
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 for Purchasing
Create a Receiving Doc
Import Lot & Serial Numbers Onto Receiver Line Items
Vendor Returns
Receiver Charges
Adding Charges After Receiving
Add Items From Open Purchase Orders
Standard Cost Vs. Value Amount
Receiver Allocation
Repairs
Enabling Repair Orders and Setting Repair Preferences
Creating an Internal Repair Order
Creating an External Repair Order
Rentals
Rental Module
Reports
Creating Reports
Customizing Reports
Viewing Existing Reports
Sorting Reports
Creating a Pivot Table Report
Add Images to Reports
Creating a Report Schedule
Integrations
QuickBooks Online
QuickBooks Online - Integration & Syncing
Data Integration
Item Sales Tax - QuickBooks Online
Mapping custom Fields with QBO
Swapping from QuickBooks Desktop to QuickBooks Online While Tracking Inventory
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
After Update to QuickBooks the Sync tool no longer seems to be working
Xero Accounting
Xero Accounting - Integration & Syncing
Order Time Mobile
Order Time Mobile - Overview & Download Link
Order Time Mobile - Release Notes
Updated
Order Time Mobile - Compatible Hardware List
Order Time Mobile - Turning Off Auto-Updates
Order Time Mobile - [VIDEO] Overview and Preferences
Order Time Mobile - [VIDEO] Sales Orders & Picking
Order Time Mobile - [VIDEO] Ship Docs & Packing
Order Time Mobile - [VIDEO] Receiving Purchase Orders
Order Time Mobile - [VIDEO] Creating a Bin Move
Order Time Mobile - 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
How to create Styles and Import into Shopify
BigCommerce
BigCommerce
BigCommerce: Connection Credentials and Settings
Shift4Shop
Shift4Shop Integration
3dcart: Connection Credentials and Settings
Magento
Magento
Magento: Connection Credentials and Settings
WooCommerce
WooCommerce Integration
WooCommerce: Connection Credentials and Settings
Wix
Wix Integration
Volusion
Volusion Integration
Volusion: Connection Credentials and Settings
Custom Label Printing
Enable Label Printing Feature
Buy New Hardware: ShopPOSPortal
Creating Label Templates
Printing to a DYMO Printer
Printing to a Zebra Printer
Order Time Label Printing: Supported Printers
DocuSign
DocuSign Integration
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
B2B Cart import
Mail and Calendar Integration
Mail and Calendar Integration Setup
TrueCommerce EDI
TrueCommerce EDI Integration
SPS Commerce EDI
SPS Commerce EDI Integration
SPS EDI Preference - Descriptions
Syncware EDI
Accounting Sync Job
Ecommerce Carts Overview
Ecommerce Carts: Adding Connection Settings
Auto Allocate for Ecommerce
Webinars and Videos
Past Webinars
Webinar - New Version 1.0.34 Features + Q&A
New
Webinar - Order Time Mobile Updates
PayInvoice Integration Webinar
Webinar - New Version 1.0.33 Features + Q&A
Webinar - New Version 1.0.32 Features + Q&A
Webinar - Release 1.0.31 Features + Q&A
Webinar - Repair Orders + Q&A
Webinar - Sales Order Allocation + Q&A
Webinar - Customizing Reports in Order Time
Webinar - Order Time Mobile App, Newest Updates
Webinar - Newest Features From Release 1.0.30
Webinar - Tips for a Strong Sales Cycle
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
Release Notes & Troubleshooting
Troubleshooting Solutions
Create Support Login
Attention: QuickBooks Desktop Update Issue
Switching from QuickBooks Desktop to QuickBooks Online? READ THIS FIRST
View your Ticket Dashboard - Order Time Inventory has given you access to the Customer Portal
Google Authenticator - New Two-Factor Authentication
Stop Email Delivery Issues: Verify Your Domain
Outlook 365 Integration: Whitelist the Order Time Domain
QuickBooks: The currency of the account must be either in home currency or the transaction currency
QuickBooks Desktop Sync Error - Transaction amount must be positive
QuickBooks Error: Validation Exception was thrown. Duplicate Document Number Error
Product Class Sync Error: “Cannot use SalesOrPurchaseMod aggregate when the item is reimbursable”
QuickBooks Error : Parsing the provided XML Stream
QuickBooks Payment Sync Error: Object specified in the request cannot be found
QuickBooks Error Message: Cannot Merge List Elements
QuickBooks Error Message: Invalid Argument. The Specified Record Does Not Exist In The List
QuickBooks Online Sync - Journal Entries only
Inventory Values are not immediately being updated.
Error When Viewing Customer - Rentals Tab - This feature is not enabled
QuickBooks Sync Error - Ids service endpoint was not found
Missing Components on Bills of Material
Edit Custom Fields on Closed Documents
QuickBooks Authentication Screens - No Internet Explorer 11 Support
QuickBooks Online: New Automated Sales Tax
QuickBooks Online Issue: Error: You can’t create or modify a transaction with a date that comes before you started tracking quantity on hand
QuickBooks Online Validation Error: Memorized Sales Transactions
QuickBooks Desktop Syncing (Right Networks)
Payment Sync Error - Amount applied is greater than payment or refund amount
QuickBooks Changes Payment Application
QBO Discounts and Accounts
QBO Sync Error: How to know which Vendor/Customer/Item is causing a sync error using the Intuit ID.
Order Time and QuickBooks Have Different Inventory Values
Sales Order Numbers on QuickBooks Invoices
Inactive Data in QuickBooks and Order Time
The Min Quantity Must Be Less Than The Max Quantity
Invoice Date in QuickBooks
Object "XXXXX-XXXXXXXXXX" specified in the request cannot be found.
B2B Portal - Object Reference Error
The Given Object ID in the Field is Invalid
Why is my Order Time Quantity different from my QuickBooks Quantity?
This feature is not enabled in this version of QuickBooks
Validation Exception was thrown.Details:Invalid account type - QuickBooks Online
Xero Error: Token not valid
Excel Converted Number to Scientific Notation
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
Order Time - Revision Numbers and Documents
Why are charts not updating?
Error sorting lists
I have uploaded a new company logo, but it does not show on the form template
Why can't I add customer types in Order Time?
After changing Purchase As UOMs for an item, the cost in the BOM is not correct
Feature Requests
Make sure your new Custom Field shows up on your Orders
Improve Detail Load Time - Lag Issues
The name of my company changed and my items temporarily disappeared
Trouble with Auto Generate for Lot / Serial Numbers
Cycle Count Quantities
Order Time Mobile - Item Was Not Found Error
How to Perform a Hard Refresh and Clear Cache
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
Closing a Sales Order that has a Kit
Item Proxies and Accounts
Ship address street showing before Company / Name
Printing Forms in Landscape Mode
Enabling & Adding Foreign Currency
Log In Error: xFi Advanced Security for Comcast
Recent Email Changes - Amazon Email Services
Nested Bill of Materials vs. Steps
Custom Fields - Sales Order Items - Pick List
Record Types
Edit Customer Address
Inventory Primer
Shopify API Update 3/31/2023
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
Cannot see the custom field I created
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
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
My Credit Card was declined on the monthly subscription
Reducing Users, Deactivating an Integration or Suspending Your Account
QuickBooks Connector Error - Service Unavailable
Unable to Login and/or my password is not working
B2B Portal: Can Not See Customer Addresses
The referenced transaction does not meet the criteria for issuing a credit.
Release Notes
Feature Road Map
Version 1.0.34
Version 1.0.33
Version 1.0.32
Version 1.0.31
Version 1.0.30
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
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Contact Us / Create a Ticket
View your Ticket Dashboard
API
API Overview
Order Time REST API
Getting the API Key
Enums
Updated
Basic Object Types
Working with Entity Refs and Lists
Entities and Transactions
Webhook
Custom Field Definition
Entities
Contact
Customer
CustomerAddress
Lead
Assembly Item
Non Part Item
Part Item
Service Item
Other Charge Item
Custom Field Definition
Price Level
Bill Of Materials (BOM)
Vendor
Vendor Address
Item Vendor
Location
Task
Attachment
Item Image
Transactions
Adjustment
Customer Return
Package
Payment
Purchase Order
Quote
Receiver
Sales Order
Updated
Ship Doc
Transfer
Vendor Return
Sales Order Line Item
Fill Line Item
Bin and Lot or Serial No Quantity Import
Work Order
Disassembly
Refund
Examples
Create Customer Example
Work Order API - A-Z
Welcome to the Order Time Knowledgebase
Onboarding
Sales
Admin
Production
Warehouse
Purchasing
Repairs
Rentals
Reports
Integrations
Ecommerce, Shipping, EDI & More
Webinars and Videos
View our whole list of Videos for Order Time Inventory.
Release Notes & Troubleshooting
Contact Us / Create a Ticket
View your Ticket Dashboard
API
Documentation for our powerful API
Popular Articles
Sales Cycle
Create a Sales Order
Onboarding Checklist
Production Cycle
Types of Price Levels
See more....
New Articles
New
Webinar - New Version 1.0.34 Features + Q&A
Version 1.0.34
Splitting a Sales Order
Receiver Allocation
Creating a Report Schedule
See more...
Updated Articles
Updated
Enums
Updated
Sales Order
Updated
Order Time Mobile - Release Notes
Prepaying Inventory
Feature Road Map
See more...