-
Created On: 02/14/2018
in Admin Activities Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...
-
Created On: 02/14/2018
in Admin Activities Overview Order Time has the ability to support users in tracking assignments and and other tasks. The Activity Schedule (or calendar) is easy to use and serves different functions depending on your scheduling needs. You can use the different functi...
-
Created On: 02/13/2018
in Reports Overview One of the features of the Report tool is you can drill down to the details of the report. You can view more or less detail as needed with several clicks. Viewing Existing Reports Access the report that you want to view fr...
-
Created On: 02/12/2018
in Reports Overview The Report tool provides useful options to help you customize your reports based on your business needs and evaluation requirements. You can design your reports by selecting the settings of tables and columns; and modifying properties to s...
-
Created On: 02/12/2018
in Reports Overview Reports help in making better business decisions. Reports that are made of carefully selected data and sound analysis provide guidance for a more effective inventory management. Order Time offers a dynamic and simple-to-use Reports tool. T...
-
Created On: 02/05/2018
in Onboarding Setup How to manage the different price level types within Order Time Inventory.
-
Created On: 02/01/2018
Overview Our software provides you with an easy-to-use tool that will help import multiple records at the same time using CSV files. Importing the File After creating and filling out your CSV file (spreadsheet), you can now import the fi...
-
Created On: 01/31/2018
in Onboarding Setup Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor. The steps for ...
-
Created On: 01/31/2018
in Onboarding Setup Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...
-
Created On: 12/21/2017
in Integrations A Sync Job is how Order Time controls what gets synchronized with your accounting system. A Sync Job will automatically be created if you enable scheduling . You can create a Sync Job manually as well. A Sync Job must be finished befor...