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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...
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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 Screen)>Profil...
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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 Purchasing, Se...
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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 new statuses fo...
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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 appropriate screen w...
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Created On: 07/06/2017
in Admin Profile Lists
Profile Lists are complementary settings used to customize your transactions.