Onboarding

Articles

Quick Start Guide
Thank you for registering for Order Time. At this point you are probably thinking, "Where do I go from here?" View our Onboarding Checklist The first thing you need to do is upload, import or enter your customers, leads, vend...
Purchasing Remote Training Hours New
Here is a quick guide on purchasing Remote Training Hours straight from the Billing & Subscriptions section of Order Time Inventory.
Onboarding Checklist
The complete onboarding checklist for Order Time Inventory
Setting Up User Roles
Setting up User Roles and Exceptions in Order Time Inventory
Adding Users and Assigning Roles
Creating a User in Order Time Inventory
Items in Order Time
Types of Items, using the item list, and points to consider before adding an item to the system.
Import Your Opening Inventory - Ultimate Guide
Order Time is a data driven application, the first thing is to get data into Order Time Inventory. Data includes things like customers, vendors and items. There are 3 ways to get data into Order Time: Enter It Manually Import Via CSV File P...
 Import - Overview
Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...
Import Fields
Overview This section contains a list of fields for each import record type in the Import tool.   Each record type contains fields where information are stored. Fields can be mandatory (required) or non-mandatory. Taking note of the mandatory...
Batch Action
Performing Batch Actions on Documents, like Changing Statuses, Creating PDFs, and Emailing Documents to Customers.
Locations
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 N...
Currencies
Overview A business may enter into a transaction where it is scheduled to receive a payment from a customer that is denominated in a foreign currency or to make a payment to a supplier in a foreign currency.  Before any foreign currency ca...
Language and Time Settings
Setting the language and time & date settings in Order Time Inventory.
Preparing the Import File
Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor.  The steps for ...
Order Time Security & Backups
Platform Security Let's start off with the security of the platform itself. Order Time runs on an AWS Cloud backbone. Security is our highest priority. Our data centers and network architecture have two redundancies so that even in the case o...
Custom Fields & Calculated Fields
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 ca...
Setting Up E-commerce Integration
Overview Setting-up e-commerce integration involves several steps and tasks. This article discusses the pre-requisites and procedures that need to be completed to successfully set up an integration.  E-commerce Integration Considerations Bef...
EDI with Order Time
EDI, which stands for Electronic data interchange, is a standard method for two (or more) separate businesses using different inventory systems to exchange data. Learn how Order Time handles EDI.