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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 different ways to create a Ship D...
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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 numbers or ...
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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: Include all sub-...
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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...
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Created On: 08/16/2017
Overview The Column Section lets you add and remove what columns are shown on the current screen. Modifying a Column To modify your Lists Column click on the Gear icon on the Child List on the desired record (Sales Order, Ship Doc, Custome...
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Created On: 08/16/2017
Overview The Filter List option section allows you to filter list results and only view the information that's critical to you, by setting the parameters for what information is shown. To modify your Filter Lists, click on the Gear icon on the...