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Created On: 08/25/2017
in Purchasing Overview A special order is a Purchase Order created when there is not enough inventory to fulfill an Order. The Purchase Order (PO) is linked to the Sales Order. This dependency will make one transaction rely on processing the PO. A dependency is...
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Created On: 08/23/2017
in Purchasing Overview Receiving Docs are transactions that show what Items have been shipped by the Vendor and actually received at your location. There are three (3) ways to complete Receiving: Receiving without Purchase Orders Receiving Docs...
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Created On: 08/21/2017
in Purchasing Overview A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and servi...
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Created On: 08/17/2017
in Sales Overview Ship Docs are the ultimate sales transaction in Order Time. It shows the items the customers purchased. When inventory items are involved, it is the Ship Doc that deducts inventory. Below are the dif...
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Learn how to value your inventory correctly to impact your profits and tax liabilities. Explore different valuation methods like FIFO, LIFO, and WAC, and understand their implications on your P&L and balance sheet.
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Record Types A Record Type defines the nature of a record. Customers and Sales Orders are examples of Record Types. Each Record Type has one or more Properties, also known as Fields. Properties will generally be things such as num...
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Learn how to create effective part numbering schemes for your inventory items. Discover best practices for deciding the length, format, and content of your part numbers to ensure scalability and clarity.
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Created On: 08/17/2017
in Onboarding Items Kits are combining two or more items to send to a customer. The Kit itself is NOT an item.
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Overview One of the decisions you will have to make is how to design your bill of materials particularly if you have multiple-production steps or sub-assemblies. Nested Bill of Materials VS. Steps The basic option are: Includ...
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Created On: 08/16/2017
Overview Some lists of values can be very long and cumbersome to find and select. To make selecting values easier, use the Search feature. On each Full List there is a search bar that is used for text searches. Using the Search Listing Once you...