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Created On: 03/29/2026
in Importing
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...
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Created On: 03/29/2026
in Importing 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...
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Created On: 03/29/2026
in Importing 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, ...
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Created On: 03/29/2026
in Importing
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...
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Created On: 03/29/2026
in Importing
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...
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Created On: 03/29/2026
in Importing
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...
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Created On: 03/29/2026
in Importing
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...
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Created On: 03/23/2026
in Importing 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...
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AvaTax Workflow
Quote or Sales Order (optional)
You create a quote or sales order in Order Time as usual. Depending on your settings you either use the AvaTax button or change the Status of the quote to 'Sent' to estimate the tax. ...
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AvaTax Actions When AvaTax integration is enabled, you will see a new button on sales transactions: Sales Orders and Quote
Verify Address
Estimate Tax
Ship Docs and Customer Returns
Verify Address
Send uncommitted...