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Order Time

  • Contact Us
  • Home
  • Glossary
  • User Manual
    • Onboarding
      • Quick Start Guide
      • Onboarding Checklist
      • How to Subscribe to Order Time and Purchase Additional Services
      • Setting Up User Roles
      • Setting Up Document Statuses
      • 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
      • UOM Sets
      • 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
      • Kit and Configurable Bill of Materials
      • Style Editor
      • Item Barcodes in Order Time
    • Sales
      • Sales Cycle
      • Adding Leads
      • Adding Customers
      • Creating a Quote
      • Create a Sales Order
      • 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
    • 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
    • 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
    • Purchasing
      • Purchasing Cycle
      • Vendors
      • Creating a Purchase Order
      • Purchase Order - Overview
      • Generate 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
    • Production
      • Production Cycle
      • Assembly and Creating a Bill of Materials
      • Kit vs Assembly
      • Create a 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
    • 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
    • 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
    • Reports
      • Creating Reports
      • Customizing Reports
      • Viewing Existing Reports
      • Sorting Reports
      • Creating a Pivot Table Report
    • 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
    • Label Templates
    • Integrations
      • Carts Overview
      • QuickBooks Online
        • QuickBooks Online - Integration & Syncing
      • 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
      • Shipping Integration
        • Shipping Integration - ShipStation
        • ShipStation Ship Method Mapping
      • Payment Methods
        • Payment Methods
      • 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
        • Enable Label Printing Feature
        • Creating Label Templates
        • Order Time Label Printing: Supported Printers
      • TrueCommerce EDI
        • TrueCommerce EDI Integration
      • SPS Commerce EDI
        • SPS Commerce EDI Integration
      • Synqware EDI
      • Accounting Integration Settings
    • Hardware Provider: BarcodeShack
    • Form Templates
      • Overview - Form Template
      • Designing - Form Template
      • Printing Forms in Landscape Mode
    • 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
    • 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
      • Transactions
        • Sales Order
        • Ship Doc
        • Package
        • Payment
        • Customer Return
        • Purchase Order
        • Receiver
        • Adjustment
        • Transfer
      • Examples
        • Create Customer Example
    • 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
      • B2B - Setting up Related Items for the 'Frequently Bought With' Section
      • B2B - Image Sizing Guidelines
  • 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?
      • Feature Requests
      • Make sure your new Custom Field shows up on your Orders
      • I have uploaded a new company logo, but it does not show on the form template
      • 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
      • 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
      • 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
      • Order Time Inventory Feature Road Map
      • 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
  • Videos & Guides
    • About Us
      • Marketing Video - Learn More About NumberCruncher
      • Marketing Video - Making Your Business Run Like Clockwork
    • Past Webinars
      • Webinar - Important Reports for the New Year New
      • 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
    • En Español
      • Marketing Video - Haga que su negocio funcione como un reloj

Welcome to the Order Time Knowledgebase

User Manual

Release Notes & Troubleshooting

Videos & Guides

View our whole list of Videos for Order Time Inventory.

Popular Articles

  • Sales Cycle
  • Create a Sales Order
  • Adding an Item
  • Ship Docs Overview
  • Assembly and Creating a Bill of Materials
  • See more...

New Articles

  • New Webinar - Important Reports for the New Year
  • Issue a Customer Refund as a Credit
  • Trouble with Auto Generate for Lot / Serial Numbers
  • Removing Quantity from a Ship Doc
  • Cycle Count Quantities
  • See more...

Updated Articles

  • Creating a New Disassembly
  • Ship Doc
  • Xero Accounting - Integration & Syncing
  • Customer Returns
  • Issue a Customer Refund as a Credit
  • See more...
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