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Order Time

  • 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 NotesUpdated
        • 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&ANew
          •  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
              • EnumsUpdated
              • 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 OrderUpdated
              • 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...
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