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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...
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Created On: 07/28/2017
in Sales Overview A sales lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides contact information. Businesses gain access to sales leads through advertising, trade shows, direct mai...
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Created On: 07/19/2017
Overview Item Groups are used to categorize Items . An Item's Group also pre-defines certain properties such as Type, Unit of Measure and Accounts. Creating Item Groups To create an Item Group, from the Home Page click on the Gear...
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Created On: 07/17/2017
in Onboarding Items Learn the step-by-step process of adding an item in Order Time. This guide covers item creation, item groups, and essential considerations to organize your inventory effectively.
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Created On: 07/13/2017
in Admin Activities Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...
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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 New Location To...
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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 Profil...