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Created On: 11/20/2017
in Admin Form Templates Order Time offers options for customizing the Forms Templates that are used in different transactions. This will allow you to email and/or print the Forms out for your customers with the information that suits your needs. This article will gu...
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Created On: 11/17/2017
in Onboarding Setup Overview Order Time offers options for customizing the look and feel of screens used throughout the system. Handy for streamlining data entry by having the order in which the fields are shown match the order in which data is entered. Hide fields th...
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Created On: 11/13/2017
Registration is the first step in setting up Order Time. Navigate to the Order Time Registration Page . Complete the information on the registration page and click Register . Check your email for a confirmation email and click the ...
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Created On: 11/13/2017
Existing All Orders users can easily convert their database to Order Time with a few easy steps. Keep in mind that All Orders is almost 20 years in the making while Order Time is new so there will be a few things that will not be in Order T...
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Created On: 11/12/2017
in Admin Activities Overview We all forget from time to time. Not to worry though, in Order Time you can set Alarms for both Tasks and Events which will Remind your users as the time approaches. Alarms An Alarm is a time span that you set on activity ...
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Created On: 11/12/2017
in Admin Activities Overview A task is an activity that requires action on the part of the assignee. You can create different types of tasks for example, call and send samples . A task has two states: Open and Closed . You set the state of an activity using ...
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Complete the following steps to enter the customer information: Address Under the Address tab, enter the Primary Billing Address and Primary Shipping address. (Remember this information will be used to create your customer database, it i...
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Created On: 11/05/2017
in Admin Activities Overview An Activity is a way to document an action that will occur or has occurred by one or more of your users. For example, if you want to remind a sales rep to follow up on an order, you would create a Task for the sales rep. All Activiti...
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Created On: 11/05/2017
in Sales Overview Revenue is the lifeblood of any business. Having a well organized sales structure is imperative to success. The following flow chart shows the path of a customer order through its various stages until closure. Below we describe the colla...
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Created On: 11/01/2017
in Admin Company Preferences Lot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.