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Created On: 08/14/2017
in Onboarding Setup Overview If you find that you need to set up information for one of your lists where there is no corresponding field, you can assign a Custom Field to fill that role. For example, if you're in the habit of sending your customers a greeting card e...
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Created On: 08/14/2017
in Admin Company Preferences How to change your company info and add company logos to Order Time Inventory.
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Created On: 08/10/2017
in Sales Overview A customer is needed to generate a Sales Order. If a customer contacts you for a Sales Order, Quote, or you just want to add them as a Lead, the system allows you add a customer quickly and easy to your database. Adding a New Customer ...
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Created On: 08/10/2017
in Onboarding Setup Setting up User Roles and Exceptions in Order Time Inventory
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Created On: 08/08/2017
Overview A Sales Rep is used to categorize sales by a Sales Person or Customer Service Representative (CSR). Assigning Sales Reps A Sales Rep must be first assigned to either a Vendor or an Employee or Other Name. Once added, you sel...
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Created On: 08/08/2017
Overview Sales tax codes are used to determine whether an item and/or a customer is taxable. If you integrate with QuickBooks Online, you cannot modify the item sales tax or tax codes in Order Time inventory. QuickBooks Online does not have an ...
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Created On: 08/08/2017
Overview The Lead Statuses Profile List is used to set up different statuses that can be assigned to leads in the system. These can be used to trace where in the pipeline the lead currently is (i.e. which are your new leads, which need follow ups, ...
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Created On: 08/08/2017
Overview The Customer Types Profile List is a handy way of categorizing your customer base into two or more types. Keeping track of your Customer Types can greatly increase the usefulness of your reporting, allowing you to target specific niche mar...
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Created On: 08/04/2017
in Sales Overview A sales order is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. The Sales Order is a confirmation document sent to the customers before delivering the goods or services. ...
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Created On: 07/31/2017
in Sales Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...