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Created On: 08/15/2017
Overview Problem codes can be setup and later assigned to items that are being repaired on repair orders. Set up a repair Problem Code To access the Discount settings, click on the Gear icon in the upper right corner of the screen. Under the Ge...
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Created On: 08/15/2017
Overview
Warranty Types can be setup and later on assigned to items that are being shipped on ship docs and reviewed if the item ever comes. Use these to track the warranty and length a customer gets when shipping an item.
Create a Warran...
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Created On: 08/15/2017
Overview Attribute is a setting used to create a style matrix. Depending on your business model you can create as many style matrixes as needed. Attribute works in conjunction with Styles . A Style is a grouping of items that have virtually...
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Created On: 08/15/2017
Overview The User Group is used to assign Alerts to multiple users. Set up User Group To access the User Group settings, click on the Gear icon in the upper right corner of the screen. Under the General section, click on Profile Lists . On...
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Created On: 08/15/2017
Overview The Freight On Board (FOB) profile list allows you to establish a set of custom rules indicating at what point in the shipping process that you have fulfilled your obligations as a seller. Freight On Board set up To access the FOB ...
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Created On: 08/15/2017
in Onboarding Setup Overview A business may enter into a transaction where it is scheduled to receive a payment from a customer that is denominated in a foreign currency or to make a payment to a supplier in a foreign currency. Before any foreign currency can be...
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Created On: 08/15/2017
in Onboarding Setup There is the ability to create a Shortcut to a longer custom message within Order Time. These act as snippets and can be used for internal notes or Custom Message for your customers.
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Created On: 08/15/2017
Overview The Discount profile list allows you to come up with general discounts that can be applied to specific orders. This differs from the Price Levels discounts, as it is applied to the entire order , and can in fact be combined
with pric...
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Created On: 08/15/2017
Overview Our software provides you with an easy to use tool that will help import multiple records at the same time using CSV files. To access the Import function, click on the Gear icon (near the upper-right corner of the screen). Under General,...
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Created On: 08/14/2017
in Onboarding Setup
Overview Document Status helps you control the movement of transactions through your work flow and they are available on all Transactions. The system comes prepackaged with a set of Statuses for each document Type, however, you can add and ass...