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Created On: 11/01/2017
in Admin Company Preferences
Inventory The Inventory Section of your Company Preference settings allows you edit specific settings pertaining to your Inventory Control. You have the option to: General Allow Negative Inventory. When deleting a transaction or line, ch...
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Created On: 11/01/2017
in Admin Company Preferences Items
Under Item preference, you will be able to dictate various aspects of item usage.
The Items preference contains several options of how the Item will be used within your organization. Special attention should be given to each o...
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Created On: 11/01/2017
in Admin Company Preferences
DOC #s Under Doc #s company preference you will be able to mark the number order for all your transaction. (i.e. If you want all of your Sales Orders to start from a set numerical number). Just type in the number you want to be your next ...
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Created On: 11/01/2017
in Admin Company Preferences
Activity Preferences Under Activity Preferences you can modify how your calendar activities will be processed, the timing for alarms, email reminders. You are able to: Enable calendar events Select how many due date days get added. Select...
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Created On: 11/01/2017
in Admin Company Preferences
General Tab The General Section allows you to modify the following: How many places you would like Decimal Points to display (you have the option of setting it for Quantity, Cost, Price, and Percentage) If you would like to enable Foreign Cu...
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Created On: 10/31/2017
Overview The Item Sales Tax profile helps you manage, calculate and add tax charges to a taxable item. Order Time also allows you the option to assign the tax agency to which sales taxes are paid. Once an Item Sales Tax has been implemented, it wil...
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Created On: 10/26/2017
in Onboarding Setup Types of Items, using the item list, and points to consider before adding an item to the system.
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Created On: 10/25/2017
in Onboarding Items Overview Order Time supports various item types, each one suiting a different need for how the item will be used, tracked and reported on. The type that is assigned to the item will dictate the ways that the system handles the item. For example, p...
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Created On: 10/24/2017
in Onboarding Setup Overview Understanding the different types of price levels will aid you in your pricing initiatives. The Price Level profile list will allow you to set up the following price level strategies: Set up volume discounts so that customers...
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Created On: 10/24/2017
in Onboarding Items Overview Selecting an Item Group is an essential function for defining your Item Characteristics. The Item Group will define whether the item will be tracked in inventory, and how it will be represented in your accounting books (i.e. Inventory part...