Onboarding

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...

Onboarding Checklist Please read this checklist in its entirety Do you want to import records like customers, items and vendors from QuickBooks or Xero? Yes: See Accounting Integration No: See Importing Records Preferences Do you...

Overview An Item   is something you buy, sell or consume.  Items are the backbone of the system in that Items are used in every Transaction and drives sales,  costs of sales and inventory.     An Item can be physical lik...

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...

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...

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...

The Batch Action feature will help you stream line your documents status in Order Time. You can change the status of several documents at the same time and get things done faster and more efficiently.  The feature is available on several trans...

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...

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...

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 ...

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...

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...

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, 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.