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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...
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Customers and Items
Customers
The taxability of customers, like Order Time, is based on its Sales Tax code. Non, for non-taxable and Tax for taxable. In addition, AvaTax requires that the state of the customer’s shipping address is...
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AvaTax Setup
There are three steps to properly set up AvaTax integration with Order Time
AvaTax Settings
Company Preferences
QuickBooks Desktop Users
AvaTax Settings
In order to integrate with AvaTax, go to ...
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Introduction to AvaTax
The integration with AvaTax , is a cloud-based sales and use tax system, serves two purposes:
Tax Estimation: It calculates the tax rate based on the Ship to Address (and sometimes the Ship from Location). ...
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The template editor has been temporality disabled. Please create the email as usual and before sending, email support the contents and the name of the template. Provide the fields that you would like to automatically fill in as well. In addi...
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Created On: 02/05/2026
Overview The Inventory Aging date is commonly misunderstood. Because of this we have put together an explanation of how that is calculated here: Aging DEPENDs on the ledger. So ledger must be completely recorded You CANNOT have negative inv...
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Created On: 01/25/2026
Importing - Category Purpose: The Category import is designed to add in Categories in bulk. This saves the user from having to manually add each. Required Fields: New Categories: Name
Existing Categories: ID and field(s) you a...
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Created On: 01/25/2026
Importing - Cart Item
Purpose:
The Cart Item import is designed to allow adding of items into an existing B2B cart for a customer. This is typically used if a customer calls to confirm the items in the cart prior to placing and...
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Created On: 01/25/2026
Importing - BOM Step
Purpose:
The BOM Step Import allows users to import to add or update Steps in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are updating or the BOM I...