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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...
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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 ...