-
Learn how to calculate item sales tax, add new sales tax codes, and the recent improvements to tax calculation within Order Time. Helpful Resources Item Sales Tax Sales Tax Codes Recent Release Version 1.0.26 ...
-
Error Message When syncing a ship doc to QuickBooks you get the error. "Customer has an overdue transaction" Resolution Within QuickBooks From the main Menu click Edit - Preferences On the left click Payments Click the C...
-
Created on: 10/31/2019
in User Manual Sales A sales order is closed when all the line items are cleared as indicated by the Cleared column. There are 2 ways to clear a line item. When ship docs are created with quantities equal to or greater than the sales order quantity order...
-
When opening a record (item, customer, vendor) you may get the following errors. This error is known issue and will be addressed asap. Please try again in a few minutes. ...
-
When you perform a sync and QuickBooks returns errors, you can view the errors on the sync job list by clicking the Errors hyperlink. One of the errors you may get looks something like Validation Exception was thrown.Details:Invalid...
-
Learn how to add price levels, explaining the types of price levels, adding discounts, and setting company preferences. Helpful Resources Adding Price Levels Types of Price Levels Company Preferences - Sales Discoun...
-
Created on: 10/16/2019
in User Manual Sales Purpose The purpose of the merge customer function is to consolidate the information from 2 customers into 1. A lead cannot be merged with a customer and visa versa. What happens when customers are merged? Let the customer...
-
Created on: 10/16/2019
in User Manual Sales Overview There are 2 main reasons your company needs to create transfers from Sales Orders. You want to treat a location as though they were a customer. A sales order is a great way to prepare stock. You can create linked purchases a...
-
Symptoms You created a custom field (for example an item custom field) but when you go view or edit the record, the field does not appear in the custom tab. Cause You have customized the your page layouts. Resolution Edit your page lay...
-
Created on: 10/10/2019
in Knowledge Base Release Notes Version 1.0.26 Released October 11, 2019 - Known issues fixed, improvements and new features added as follows: Action Description Added Ability to add non-inventory, service or other charge item to a Sales Order or Ship Doc with a n...