New Articles

  1. Importing - Bin Quantity Import

    Importing - Bin Quantity Import Purpose:  The Bin Qty import is designed to allow users to add Items, Qty and select the from and To Bins to Adjustments and Transfers.  Required Fields:  New Items: Tran Ty...
  2. Importing - Bin

    Importing - Bin Purpose:  This import type allows users to add Bins to Warehouses. You can also use the import to update existing Bins and change the Active and Available status.  Required Fields:  New Ite...
  3. Importing - Barcodes

    Importing -Barcodes Purpose:  The Barcodes imports allows the ability to add barcodes to items for the purposes of Unit of Measure Conversion. For Instance a Crate of an item is received. A Barcode can be used to represent a cra...
  4. When is a Doc "Posted"?

    When is a doc ‘Posted’ The word Posted is meant to mean when the ownership is changed OR when an item is transformed. Posted most closely aligns with Owned on the Inventory Status report. Posting date should be older (after) or equal to the...
  5. RESET GMAIL CONNECTION

    RESET Your GMAIL Connection Sometimes the Integration to Gmail is not setup correctly like connecting to a personal gmail account instead of the business one. To switch it you will need to RESET the connection.  To do this you will need to a...
  6. Webinar - Deep Dive Q&A

    Explore unanswered Q&A from the Order Time webinar: feature requests, ship doc tips, Zapier CRM links, CSV exports, and more resources.
  7. Importing Tips

    Importing Tips Templates: Here is a Zip file with all the templates we have built over time. These templates have many of the more common fields but not all the available fields for each import type.  OT All Templates.zip We do strongly reco...
  8. Importing - Assembly Item

    Importing - Assembly Item Purpose:  The Assembly Item Import type is used to Create new Assembly type Items OR update Assembly type items.  Required Fields:  New Items: Name, UOM or UOM SET...
  9. Domain Verification vs Mail Integration

    Domain Verification vs Mail Integration If Emailing from Order Time ONE of these two methods is recommended! Whats the Difference?  Domain Verification: This method essentially gives Order Time permission to send emails on your email se...
  10. Importing - Adjustment Line Item

    Importing - Adjustment Line Item Purpose:  This import is designed to add lines or update existing lines on an adjustment. For this to work The Adjustment MUST already exist so that the Adjustment number can be added as a field on ...