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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...
Nested Bill of Materials VS. Steps
Overview One of the decisions you will have to make is how to design your bill of materials particularly if you have multiple-production steps or sub-assemblies.  Nested Bill of Materials VS. Steps The basic option are: Include ...
Inventory Valuation
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 cost (what you paid...
How to set up Approval Alerts
This video demonstrates how to send an alert a user when an action is performed by another user.   ...
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...
Reversing and Preventing Sync
This video describes how to reverse a document that was synced into Accounting. It also described how to enable and disable sync on a particular document. ...
Prevent Auto-Fill Quantity on Ship Doc
This video demonstrates how to set a Company Preference to prevent the quantity to be automatically set, allowing you to enter the quantity manually. ...
Prevent User from changing Status to Approved
This video demonstrates how to prevent a user from changing the status to Approved on Sales Orders and Purchase Orders.   ...
Sending emails from Order Time
This video demonstrates how to send an email from Order Time. More about Customer Management with Order Time ...
Can I use an 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...
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.  ...
Tracking Production done by 3rd Party Vendor/Supplier
You may have Bill of Materials for Assembly Items (Finished Goods) that are completed by a 3rd party vendor/supplier. For example, you may send your inventory to the vendor to have it repackaged into smaller packaging units. This means that you will...
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 ...
How do I look up the Lot/ Serial # s that were used in the Assembly that I have already shipped?
In the Ship Doc you will find the visibility of the Lot/Serial # for the finished Assembly but not for the components that were used to make that assembly. You can use the Inventory Movement Detail Report by Bin to see those lot/serial #s used to ma...
When running the Reorder Analysis, why is my required qty 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 ...
QuickBooks Online Issue: Initial Inventory date is not set, or set incorrectly when converting from QuickBooks Desktop.
To resolve this issue you will need to select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items. Here are the necessary steps to correct this issue:  1. Navigate to the Products and...
ShipStation Error
Error Message An error occurred attempting to update orders: Error in XML. Reason: The 'Country' element is invalid - The value '' is invalid according to its datatype 'StringExactly2' - The actual length is less than the ...