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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...
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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 way as all othe...
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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 Doc tran...
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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 Screen)>Pro...