Articles
Importing Tips
Importing Tips Templates: Here is a Zip file with all the templates we have built over time. These templates have many of the more common fields but not all the available fields for each import type. import templates.zip We do strongly reco...
Importing - Assembly Item
Importing - Assembly Item
Purpose:
The Assembly Item Import type is used to Create new Assembly type Items OR update Assembly type items.
Required Fields:
New Items: Name, UOM or UOM SET...
Importing - Barcodes
Importing -Barcodes
Purpose:
The Barcodes imports allows the ability to add barcodes to items for the purposes of Unit of Measure Conversion. For Instance a Crate of an item is received. A Barcode can be used to represent a cra...
Importing - Bin
Importing - Bin
Purpose:
This import type allows users to add Bins to Warehouses. You can also use the import to update existing Bins and change the Active and Available status.
Required Fields:
New Ite...
Importing - Bin Quantity Import
Importing - Bin Quantity Import
Purpose:
The Bin Qty import is designed to allow users to add Items, Qty and select the from and To Bins to Adjustments and Transfers.
Required Fields:
New Items: Tran Ty...
Importing - BOM Component
Importing - BOM Component
Purpose:
The BOM Component Import allows users to import to add or update Components in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are adding...
Importing - BOM EASY
Importing - BOM Easy
Purpose:
This import easily allows you to add Steps and or components to an existing Bill of Materials. This import is designed to add Steps and Components and not to Modify existing ones.
Requ...
Importing - Non Inventory Items
Importing -Non Inventory Items
Purpose:
To Add or update Non-Inventory type Items. If updating existing Items you must use the ID Method
Required Fields:
New Items: Expense Account, Income Account, UO...
Importing - BOM Step
Importing - BOM Step
Purpose:
The BOM Step Import allows users to import to add or update Steps in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are updating or the BOM I...
Importing - Cart Item
Importing - Cart Item
Purpose:
The Cart Item import is designed to allow adding of items into an existing B2B cart for a customer. This is typically used if a customer calls to confirm the items in the cart prior to placing and...
Importing - Category
Importing - Category Purpose: The Category import is designed to add in Categories in bulk. This saves the user from having to manually add each. Required Fields: New Categories: Name
Existing Categories: ID and field(s) you a...
Inventory Aging
Overview The Inventory Aging date is commonly misunderstood. Because of this we have put together an explanation of how that is calculated here: Aging DEPENDs on the ledger. So ledger must be completely recorded You CANNOT have negative inv...
Importing - Consignment Line Item
Importing - Consignment Line Item Purpose: This import is designed to add lines or update existing lines on an consignment. For this to work The Consignment MUST already exist so that the Consignment number can be added as a field on the imp...
Importing - Contact New
Importing - Contact
Purpose:
This import type allows users to add contacts into Order Time. You can also use the import to update existing Contact records.
Required Fields:
New Contacts: Name (name of c...
Importing - Count Line New
Importing - Count Line
Purpose: This import type is designed to update an existing Count in Order Time. Keep in mind not every Item on the count must be updated. Required Fields: Updating Existing Lines: ID, Quantity in Syste...
Importing - Customer New
Importing - Customer
Purpose:
The Customer Import Type is designed to allow users to use the import function to add new or update existing customer records.
Required Fields:
New Customers: Name
Ex...
Importing - Customer Address New
Importing - Customer Address Purpose: The Customer Address Import Type is designed to allow users to use the import function to add new or update existing Customer Address records. Required Fields:
New Customer Addresses: Name...
Importing - Customer Alias New
Importing - Customer Alias Purpose: The Customer Alias Import Type is designed to allow users to use the import function to add new or update existing Customer Alias records. Required Fields:
New Customer Alias: Item, Customer, ...
Importing - Customer Category New
Importing - Customer Category Purpose: The Customer Category Import Type is designed to allow users to use the import function to add new or update existing Customer Category records. Required Fields:
New Customer Category: Cust...
Importing - Customer Item Group Prices New
Importing -Customer Item Group Prices
Purpose:
This Import type is used to update and insert Item Groups into Price levels with the type of Customer Item Group Discount or Customer Item Group Markup.
Required Fields...
Importing - Customer Item Prices New
Importing - Customer Item Prices
Purpose:
This Import type is used to update and insert Items and new price or percentage into Price levels with the type of Customer Item Price.
Required Fields:
New Reco...
Importing - Easy Kit New
Importing - Easy Kit
Purpose:
This import easily allows you to add Groups and/or Selections to an existing Kit Item.
Required Fields:
New Records: Kit Item, Selection Item, Qty Per, Name, Type
Existi...
Importing - Employee / Other Name New
Importing - Employee / Other Name
Purpose:
This import type is designed to allow a user to import employees in bulk. Employees are needed to to create Sales Reps.
Required Fields:
New Records: Name, Fir...
Importing - Event New
Importing - Event
Purpose:
This import type is designed to allow a user to import Events in bulk.
Required Fields:
New Records: Due Date, End Date, Type, Assigned to, Subject, Status
Existing Reco...
Importing - Item Alias New
Importing - Item Alias Purpose: The Item Alias Import Type is designed to allow users to use the import function to add new or update existing Item Alias records. Required Fields:
New Records: Item
Existing Records: ID ...
Importing - Item Category New
Importing - Item Category Purpose: The Item Category Import Type is designed to allow users to use the import function to add new or update existing Item Category records. Required Fields:
New Record: Item, Category
Exis...
Importing - Item Images New
Importing - Item Images
Purpose:
The Item Images import is designed to add images to items. This is done using the web image address only. See this KB article for Step by Step: https://help.ordertime.com/help/importing-item-...
Importing - Item Vendors New
Importing - Item Vendors Purpose: The Item Vendors Import Type is designed to allow users to use the import function to add new or update existing Item Vendor records. Required Fields:
New Records: Item, Vendor
Existing ...
Importing - Job Item New
Importing - Job Item
Purpose:
The Job Item Import type is used to create new Job items OR update existing Job items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Existing Lines: ...
Importing - Kit Group New
Importing -Kit Group
Purpose:
The Kit Group Import allows users to import to add or update Kit Groups in existing Kit type Items.
Required Fields:
New Items: Kit Item, Type, Name
Existing Lines: ID
...
Importing - Kit Item New
Importing - Kit Item
Purpose:
The Kit Import type is used to Create new Kit type Items OR update Kit type items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Existing Lines: ...
Importing - Kit Selection New
Importing - Kit Selection
Purpose:
The Kit Selection import allows users to import to add or update Kit Selections in an existing Kit Group. For this type of import you need the Group ID to identify which Group you are adding c...
Importing - Lead New
Importing - Lead
Purpose:
The Lead Import Type is designed to allow users to use the import function to add new Leads or update existing Lead records.
Required Fields:
New Customers: Name
Existing...
Importing - Location New
Importing - Location
Purpose:
This import type allows users to add additional Locations into Order Time. You can also use the import to update existing Location information.
Required Fields:
New Items: ...
Importing - Log New
Importing - Log
Purpose:
This import type is designed to allow a user to import Logs in bulk.
Required Fields:
New Records: Activity Type, Subject, Assigned To, Due Date
Existing Records: ID
...
Importing - Lot or Serial New
Importing - Lot or Serial
Purpose:
The Lot or Serial import is to Update records using Id method only.
Required Fields:
New Records: N/A
Existing Lines: ID -- Follow the ID Metho...
Importing - Lot or Serial No Quantity New
Importing - Lot or Serial Qty
Purpose:
The Lot or Serial Qty import is designed to allow users to add Items, Lot or Serial number and Qty to existing transactions.
Required Fields:
New Records: Item, Lot/Ser...
Importing - Manufacturer New
Importing - Manufacturer
Purpose:
This import type is designed to allow a user to import Manufacturers into the profile list in bulk.
Required Fields:
New Records: Name
Existing Records: ID
...
Importing - Package Item New
Importing - Package Item
Purpose:
This import is designed to add lines into a package on a Ship Doc.
Required Fields:
New records: Item, Line No. , Package Id
Existing records: N/A
...
Importing - Part Item New
Importing - Part Item
Purpose:
This import type is designed to create new Part type items or update existing Part type items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Exi...
Importing - Purchase Order Easy New
Importing - Purchase Order Easy
Purpose:
This import type is designed to create new Purchase Orders and Add line Items in one shot.
Required Fields:
New Items: No, Vendor, Item, Qty, Date
Exi...
Importing - Purchase Order Line New
Importing - Purchase Order Line
Purpose:
This import is designed to add lines or update existing lines on a Purchase Order. For this to work the Purchase Order MUST already exist so that the Purchase order number can be added ...
Importing - Quote New
Importing - Quote
Purpose:
This import allows a user to import to create the header of a Quote or multiple Quotes all at once.
Required Fields:
New Records: Customer, Ship To
Existing Lines: No
...
Importing - Receiver Line New
Importing - Receiver Line
Purpose:
This import is designed to add lines or update existing lines on a Receiver. For this to work the Receiver MUST already exist so that the Receiver number can be added as a field on the import...
Importing - Related Items New
Importing - Related Items
Purpose:
This import type allows users to add Related Items to Primary Items and the relationship type.
Required Fields:
New Records: Primary Item, Related Item, Related Item T...
Importing - Reorder Point by Location New
Importing - Reorder Point by Location
Purpose:
This import type allows users to set the Reorder Point, Reorder Amount and Max Qty of an Item by Location.
Required Fields:
New Records: Location, Item
...
Importing - Sales Order New
Importing - Sales Order
Purpose:
This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once.
Required Fields:
New Records: Customer, Ship To
Exi...
Importing - Sales Order Easy New
Importing - Sales Order Easy Purpose: This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once. Required Fields:
New Records: Customer PO, Customer, Ship To, Item, qty
...
Importing - Sales Order Line New
Importing - Sales Order Line
Purpose:
This import is designed to add lines or update existing lines on an Sales Order. For this to work he Sales Order MUST already exist so that the Sales Order number can be added as a field on...
Importing - Service Item New
Importing - Service Items
Purpose:
To Add or update Service type Items. If updating existing Items you must use the ID Method
Required Fields:
New Items: Name, Group, UOM (or UOM Set)
Existing L...