Knowledge Base

Articles

Record Types
Record Types A Record Type defines the nature of a record. Customers  and Sales Orders are examples of Record Types. Each Record Type has one or more Properties,  also known as Fields. Properties will generally be things such as numbe...
Inventory Primer
Inventory Primer How do I value my Inventory? For many businesses inventory valuation is a major issue that has an impact on the P&L, balance sheet and taxes. The general rule of thumb is that inventory should be valued at the lower of the c...
Items Names or Numbers?
Item Names or Numbers? Assigning part numbers to your items requires some upfront planning or you might find that your scheme runs out of room quickly. Numbering schemes are a matter of personal preference and they will differ widely from company t...
Items Names or Numbers
Item Names or Numbers Assigning part numbers to your items requires some upfront planning or you might find that your scheme runs out of room quickly. Numbering schemes are a matter of personal preference and they will differ widely from company to...
Prepaying Inventory
Today many companies purchase inventory with credit cards. In QuickBooks this is generally done by posting the a credit card charge. In the transaction, you select a Vendor and the items you are buying. When recorded, this transaction will debit inv...
Can I use Alpha Numeric characters in the Document Numbers?
Basic document control principals can help make your business run more efficient. Order Time will automatically create a sequence for the document numbers used which will establish a unique identifier for each transaction type.  In order for t...
How to create Styles and Import into Shopify
Creating Styles and Importing them into Shopify  Creating Styles To begin this process, we will need to create our styles first.  Before you start creating styles, you will need to create one or more attributes as wells as the ...
Associate Purchase Orders to Sales Orders
A Linked PO is when you link a purchase order with a sales order.    One way of doing this is directly from the sales order .   At other times you will want to do this directly on the Purchase Order for multiple sales orders.  ...
How to avoid creating and paying a bill twice?
There may be times in your daily operations were you may be creating a Purchase Order in Order Time and paying for the bill prior to you receiving the items.   When you have this type of scenario you want to make sure that you are paying your ...
When running the Reorder Analysis, why is my required quantity not showing up?
When creating a Reorder Analysis in Order Time, the time horizon that is selected allows you project for a certain time range in months or weeks. Based on that time horizon and other selected criteria, the data is analyzed and results are given for ...