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Created On: 07/12/2017
in Onboarding Setup Overview Setting your warehouse location and assigning a bin location for your products is an essential function for your business. Adding a warehouse and assigning a bin location for your products is an easy process. Adding a N...
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Created On: 07/11/2017
Overview The Vendor Types categorize your Vendors. For example, to find out how much money you spent last year on outside subcontracting, all such Vendors will need to be grouped into the Subcontractors Vendor Type. Once on the Vendor Type P...
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Created On: 07/11/2017
Overview The Employees & Other Names is used to add time based employees and other names to the system. Employees and Other Names are used on the Time Entry screen on Work Orders . The Employee / Other Names list works the same w...
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Created On: 07/11/2017
Overview The Terms profile list serves as a storehouse for all payment terms you accept from your various customers and receive from vendors. It ties directly to your Term drop-down list from your Sales Order , Sales Quote and Ship...
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Created On: 07/11/2017
in Onboarding Setup Class is an organizational tool in Order Time.
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Created On: 07/11/2017
Overview The Manufacturers profile list allows you to quickly give supplemental information on the Items in your database by identifying their Manufacturer. To access the Manufacturer function, Click on the Gear Icon (Top Right of the S...
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Created On: 07/11/2017
Overview Accounts are used to post financial transactions to your Accounting Software. Generally you manage within Accounts through your Accounting Software. To access the Accounts function, Click on the Gear Icon (Top Right of the Scre...
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Created On: 07/11/2017
Overview In Order Time, Units of Measure (UOM) are used to define the measurement of the items. These Units of Measure will be used to accurately keep track of your inventory and allow you to properly perform conversions needed when Purchasin...
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Created On: 07/11/2017
Overview The Activity Status provides visibility for open and closed activities. Activity Status This function allow users have the ability to create custom statuses for activities. The Activity Status page allows you to create ...
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Created On: 07/11/2017
in Admin Profile Lists Overview Profile Lists are complementary lists used to transactions and other record types for example Sales Rep is used in both customers and sales orders. Once you locate the section that needs customization, click it and appropriat...