New Articles

  1. Webinar - Setting Up Sales Tax New

    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 ...
  2. Customer has an overdue transaction

    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...
  3. Closing a Sales Order

    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...
  4. Value cannot be null. Parameter name: value

    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.  ...
  5. Validation Exception was thrown.Details:Invalid account type - QuickBooks Online

    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...
  6. Webinar - Adding Price Levels & Discounts

    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...
  7. Merge Customer

    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...
  8. Creating a Transfer from a Sales Order

    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...
  9. Cannot see the custom field I created

    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...
  10. Version 1.0.26

    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...