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Created On: 01/05/2026
Importing -Non Inventory Items
Purpose:
To Add or update Non-Inventory type Items. If updating existing Items you must use the ID Method
Required Fields:
New Items: Expense Account, Income Account, UO...
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Created On: 01/05/2026
Importing - BOM Easy
Purpose:
This import easily allows you to add Steps and or components to an existing Bill of Materials. This import is designed to add Steps and Components and not to Modify existing ones.
Requ...
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Created On: 01/05/2026
Importing - BOM Component
Purpose:
The BOM Component Import allows users to import to add or update Components in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are adding...
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Created On: 01/05/2026
Importing - Bin Quantity Import
Purpose:
The Bin Qty import is designed to allow users to add Items, Qty and select the from and To Bins to Adjustments and Transfers.
Required Fields:
New Items: Tran Ty...
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Created On: 01/05/2026
Importing - Bin
Purpose:
This import type allows users to add Bins to Warehouses. You can also use the import to update existing Bins and change the Active and Available status.
Required Fields:
New Ite...
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Created On: 01/05/2026
Importing -Barcodes
Purpose:
The Barcodes imports allows the ability to add barcodes to items for the purposes of Unit of Measure Conversion. For Instance a Crate of an item is received. A Barcode can be used to represent a cra...
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When is a doc ‘Posted’ The word Posted is meant to mean when the ownership is changed OR when an item is transformed. Posted most closely aligns with Owned on the Inventory Status report. Posting date should be older (after) or equal to the...
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RESET Your GMAIL Connection Sometimes the Integration to Gmail is not setup correctly like connecting to a personal gmail account instead of the business one. To switch it you will need to RESET the connection. To do this you will need to a...
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Explore unanswered Q&A from the Order Time webinar: feature requests, ship doc tips, Zapier CRM links, CSV exports, and more resources.
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Created On: 09/17/2025
Importing Tips Templates: Here is a Zip file with all the templates we have built over time. These templates have many of the more common fields but not all the available fields for each import type. import templates.zip We do strongly reco...