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Order Time

  • Home
  • Glossary
  • Onboarding
    • Setup
      • Quick Start Guide
      • Onboarding Checklist
      • How to Subscribe to Order Time and Purchase Additional Services
      • Adding Users and Assigning Roles
      • Setting Up User Roles
      • Setting Up Document Statuses
      • Order Time - Exporting Lists
      • Items in Order Time
      • Utilizing Item Aliases
      • Locations
      • Currencies
      • Types of Price Levels
      • Adding Price Levels
      • Adding Vendor Price Levels
      • Import Your Opening Inventory - Ultimate Guide
      •  Import - Overview
      • Import Fields
      • Preparing the Import File
      • Batch Action
      • Custom Messages
      • Language and Time Settings
      • Order Time Security & Backups
      • Advanced Security Features
      • Custom List Views
      • Custom Fields & Calculated Fields
      • Setting Up E-commerce Integration
      • Setting Up Alerts
      • EDI with Order Time Updated
      • Purchasing Remote Training Hours
      • Global Search
      • Limit Permission to Approve Records and Alert Approver
      • Save Import files in MS DOS CSVs
      • Custom Code, Integrations, and Custom Automation Rules (CAR)
      • Sandbox Accounts
    • Items
      • Selecting an Item Group
      • Adding an Item
      • Item Details
      • Item Usage
      • Style Editor
      • Importing Item Images
      • Importing a count with Lot / Serial Numbers
      • Item Barcodes in Order Time
      • Creating Proxies
      • UOM Sets
      • Item Vendors
  • Sales
    • Sales Cycle
    • Adding Leads
    • Adding Customers
    • Tracking Number on Ship Docs
    • Creating a Quote
    • Vendor RFQ - Request for Quote
    • Removing Quantity from a Ship Doc
    • Create a Sales Order
    • Sales Order Allocation
    • Consignment
    • Additional Fees
    • Issue a Customer Refund as a Credit
    • Credit Limits Explained
    • Creating a Transfer from a Sales Order
    • Shipping Estimation
    • Ship Docs Overview
    • Closing a PO or SO with an Open Quantity
    • Auto Email Customers on Shipping
    • Merge Customer
    • Closing Open Orders
    • Select Items to Ship
    • Customer Returns
    • Recalculate Pricing on Sales Order
    • Creating Refunds and Partial Refunds
    • Putting a Customer On Hold
    • Assigning Sales Rep to Customer by Address
    • Default Forms for Customers
    • Fulfillment Batch
    • Closing a Sales Order
    • Duplicating a Sales Order
  • Admin
    • Company Preferences
      • Company Info
      • Company Preferences Overview
      • General Preferences
      • Company Preferences - Activities
      • Company Preferences - Doc #s
      • Company Preferences - Inventory
      • Company Preferences - Items
      • Company Preferences - Payments
      • Company Preferences - Lot Numbers & Serial Numbers
      • Company Preferences - Production
      • Company Preferences - Purchasing
      • Company Preferences - Receiving
      • Company Preferences - Sales
      • Company Preferences - Shipping
      • Period Closing Date
      • Company Preferences - Repair Orders
      • Company Preferences - Mobile
      • Company Preferences - Mail and Calendar Integration
    • Payment Methods
      • Payment Methods
    • Using the Payments System
      • Payments Overview
      • Setting Up a Payment Gateway
      • Payment Gateway - Authorize.Net
      • Payment Gateway - Intuit QuickBooks Payments
      • Payment Gateway - Payflow
      • Payment Gateway - BluePay
      • Payment Gateway - Payeezy
      • Payment Gateway - USAePay
      • Payment Gateway - Stripe
      • Sending Payment Requests & Using the Payment List
      • How are payments on sales orders reflected in QuickBooks
      • Order Time and Card Readers
    • Activities
      • Adding Events and Tasks from Details Page
      • Activity Overview
      • Adding New Events and Tasks
      • Managing Events and Tasks from a Details Page
      • Viewing Assignments and Reminders
      • Emails and Logs
      • Alarms and Reminders
      • Tasks
    • Label Templates
    • Form Templates
      • Overview - Form Template
      • Designing - Form Template
      • Printing Forms in Landscape Mode
    • Accounting Integration Settings
    • Accounting Integration Restrictions
  • Production
    • Production Cycle
    • Assembly and Creating a Bill of Materials
    • Kit vs Assembly
    • Create a Bill of Materials
    • Kit and Configurable Bill of Materials
    • Generate a Work Order
    • Tracking Work Orders
    • Creating a Sales Order with a Linked PO & Linked WO
    • Using Quick Build for Work Orders from a Sales Order
    • Creating Work Orders for Multiple Sales Orders
    • Creating a New Disassembly
    • Enable Split, Drill Down, Flatten Features on a Work Order
    • Drill Down a Work Order
    • Splitting a Work Order
    • Work Orders - Reload BOM
    • Production Orders
    • Quick BOM Report
    • Creating a Reorder Analysis for Production
  • Warehouse
    • Understanding Quantities In Order Time
    • How Order Time consumes Inventory
    • Complete an Inventory Adjustment
    • Generate a Cycle Count
    • Complete a New Location Transfer
    • Create New Bin Move
    • Complete a Value Adjustment
    • Order Time and FIFO
    • Can Make in Reports
  • Purchasing
    • Purchasing Cycle
    • Vendors
    • Creating a Purchase Order
    • Linked POs and Drop Ship POs Updated
    • How can I enter my purchasing costs for my items in foreign currencies?
    • Using Reorder Analysis
    • Creating a Reorder Analysis for Purchasing Updated
    • Create a Receiving Doc
    • Import Lot & Serial Numbers Onto Receiver Line Items
    • Vendor Returns
    • Receiver Charges
    • Adding Charges After Receiving
    • Creating a Reorder Analysis for Purchasing New Draft
  • Repairs
    • Enabling Repair Orders and Setting Repair Preferences
    • Creating an Internal Repair Order
    • Creating an External Repair Order
  • Rentals
    • Rental Module
  • Reports
    • Creating Reports
    • Customizing Reports
    • Viewing Existing Reports
    • Sorting Reports
    • Creating a Pivot Table Report
    • Add Images to Reports
  • Integrations
    • QuickBooks Online
      • Data Integration
      • QuickBooks Online - Integration & Syncing
      • Item Sales Tax - QuickBooks Online
      • Mapping custom Fields with QBO
    • QuickBooks Desktop
      • QuickBooks Desktop
      • I'm using Right Networks, what should I do?
      • QuickBooks Connector - What Syncs, What Doesn't
      • How to Manually Run an Accounting Sync Job between QuickBooks Desktop and Order Time
      • After Update to QuickBooks the Sync tool no longer seems to be working
    • Xero Accounting
      • Xero Accounting - Integration & Syncing
    • Order Time Mobile
      • Order Time Mobile - Overview & Download Link Updated
      • Order Time Mobile - Compatible Hardware List
      •  Order Time Warehouse - [VIDEO] Overview and Preferences
      •  Order Time Warehouse - [VIDEO] Sales Orders & Picking
      •  Order Time Warehouse - [VIDEO] Ship Docs & Packing
      •  Order Time Warehouse - [VIDEO] Receiving Purchase Orders
      •  Order Time Warehouse - [VIDEO] Creating a Bin Move
      • Order Time WH - Releasing Sales Orders
    • All Orders Mobile
      • Troubleshooting
        • All Orders Mobile - None of the orders have any lines!
        • All Orders Mobile - How to Setup AO Mobile Credentials Manually
      • Warehouse
        • All Orders Mobile - Warehouse Overview
        • All Orders Mobile - Find
        • All Orders Mobile - Adjust
        • All Orders Mobile - Pending Adjustments List
        • All Orders Mobile - Move Bin
        • All Orders Mobile - Transfer Location
      • All Orders Mobile Overview
      • All Orders Mobile Installation
      • All Orders Mobile - Activation and Preferences
      • All Orders Mobile - Using the Device
      • All Orders Mobile - Ship Orders
      • All Orders Mobile - Receive Orders
      • All Orders Mobile - Count Inventory
    • Shipping Integration
      • Shipping Integration - ShipStation
      • ShipStation Ship Method Mapping
    • Shopify
      • Shopify Integration
      • Shopify: Connection Credentials and Settings
      • How to create Styles and Import into Shopify
    • BigCommerce
      • BigCommerce
      • BigCommerce: Connection Credentials and Settings
    • Shift4Shop
      • Shift4Shop Integration
      • 3dcart: Connection Credentials and Settings
    • Magento
      • Magento
      • Magento: Connection Credentials and Settings
    • WooCommerce
      • WooCommerce Integration
      • WooCommerce: Connection Credentials and Settings
    • Wix
      • Wix Integration
    • Volusion
      • Volusion Integration
      • Volusion: Connection Credentials and Settings
    • Custom Label Printing
      • Enable Label Printing Feature
      • Buy New Hardware: ShopPOSPortal
      • Creating Label Templates
      • Printing to a DYMO Printer
      • Printing to a Zebra Printer
      • Order Time Label Printing: Supported Printers
    • DocuSign
      • DocuSign Integration
    • B2B Portal
      • B2B Portal Guide
      • B2B - Adding a Portal
      • B2B - Configuring the Portal Settings Updated
      • B2B - Setting up Item Categories & Customer Categories
      • B2B - Setting up Contacts with Portal Access
      • B2B - Setting up Payments for the B2B Portal
      • Cart List
      • B2B - Setting up Related Items for the 'Frequently Bought With' Section
      • B2B - Image Sizing Guidelines
      • B2B Cart import
    • Mail and Calendar Integration
      • Mail and Calendar Integration Setup
    • TrueCommerce EDI
      • TrueCommerce EDI Integration
    • SPS Commerce EDI
      • SPS Commerce EDI Integration
    • Syncware EDI
    • Accounting Sync Job
    • Ecommerce Carts Overview
    • Ecommerce Carts: Adding Connection Settings
    • Auto Allocate for Ecommerce
  • Webinars and Videos
    • Past Webinars
      • Webinar Calendar
      •  Webinar - New Version 1.0.33 Features + Q&A
      •  Webinar - New Version 1.0.32 Features + Q&A
      •  Webinar - Release 1.0.31 Features + Q&A
      •  Webinar - Repair Orders + Q&A
      •  Webinar - Sales Order Allocation + Q&A
      •  Webinar - Customizing Reports in Order Time
      •  Webinar - Order Time Mobile App, Newest Updates
      •  Webinar - Newest Features From Release 1.0.30
      •  Webinar - Tips for a Strong Sales Cycle
      •  Webinar - Customer & Vendor Returns
      •  Webinar - Performing a Production Disassembly
      •  Webinar - QuickBooks Desktop or QuickBooks Online, Which Should I Use?
      •  Webinar - Important Reports for the New Year
      •  Webinar - New Features in Version 1.0.29 + Open Q&A
      •  Webinar - Ace Cloud Hosting and NumberCruncher
      •  Special Edition Webinar - Year End Inventory Planning with Alyson Distel
      •  Webinar - Lot & Serial Number Features - Traceability
      •  Webinar - Benefits of Migrating from All Orders to Order Time
      •  Special Edition Webinar - Make to Order vs. Make to Stock Manufacturing
      •  Webinar - Order Time Mobile App - New Features / Receiving
      •  Special Edition Webinar - Order Time - FreightPrint Integration
      •  Webinar - Order Time Version 1.0.28 + B2B Portal 1.1 - What's New?
      •  Webinar - CRM Features Walkthrough
      •  Webinar - Learn More About Barcoding
      •  Webinar - Reorder Analysis for Production
      •  Webinar - Advanced Features of Production
      •  Webinar - B2B Portal New Features + Open Q&A
      •  Webinar - New Features in Version 1.0.27 + Open Q&A
      •  Webinar - B2B Portal
      •  Webinar - Label Creation and Barcodes - Tips and Tricks
      •  Webinar - Inventory Locations & Bins
      •  Webinar - Inventory Counts for the New Year
      •  Webinar - Inventory Status Reports
      •  Webinar - Setting Up Sales Tax
      •  Webinar - Adding Price Levels & Discounts
      •  Webinar - Label Printing, Barcodes, & Templates
      •  Webinar - Payments Overview & Sending Payment Requests
      •  Webinar - Assemblies, Bill of Materials & Work Orders
      •  Webinar - Custom & Calculated Fields
      •  Webinar - Detail Reports
    • Training Videos
      •  Training - Creating a Disassembly
      •  Training - Importing an Item
      •  Video - Using Multiple Units of Measure
      •  Video - Importing Bill of Materials
      •  Video - Updating the Items List with Imports
      •  Video - Lot & Serial Number Tracking Demo
      •  Video - QuickBooks Online: Connecting & Syncing
      •  Video - Create Payment Requests & Add Payments
      •  Video - Purchasing, Receiving & Selling Inventory
      •  Video - Sending Emails From Order Time
      •  Video - Creating Email Templates
      •  Video - How to Set Up Approval Alerts
      •  Video - How to Control Order Approval
      •  Video - Prevent Auto-Fill Quantity on Ship Doc
      •  Video - Preventing Sync on a Document
      •  Video - Order Time Importing
      •  Video - Viewing Existing Reports
      •  Video - Getting Started with Order Time
    • Interactive Guides
  • Release Notes & Troubleshooting
    • Troubleshooting Solutions
      • Create Support Login
      • Attention: QuickBooks Desktop Update Issue
      • Switching from QuickBooks Desktop to QuickBooks Online? READ THIS FIRST
      • Order Time Inventory has given you access to the Customer Portal
      • Google Authenticator - New Two-Factor Authentication
      • Stop Email Delivery Issues: Verify Your Domain
      • Outlook 365 Integration: Whitelist the Order Time Domain
      • QuickBooks: The currency of the account must be either in home currency or the transaction currency
      • QuickBooks Desktop Sync Error - Transaction amount must be positive
      • QuickBooks Error: Validation Exception was thrown. Duplicate Document Number Error
      • Product Class Sync Error: “Cannot use SalesOrPurchaseMod aggregate when the item is reimbursable”
      • QuickBooks Error : Parsing the provided XML Stream
      • QuickBooks Payment Sync Error: Object specified in the request cannot be found
      • QuickBooks Error Message: Cannot Merge List Elements
      • QuickBooks Error Message: Invalid Argument. The Specified Record Does Not Exist In The List
      • QuickBooks Online Sync - Journal Entries only
      • Inventory Values are not immediately being updated.
      • Error When Viewing Customer - Rentals Tab - This feature is not enabled
      • QuickBooks Sync Error - Ids service endpoint was not found
      • Missing Components on Bills of Material
      • QuickBooks Authentication Screens - No Internet Explorer 11 Support
      • QuickBooks Online: New Automated Sales Tax
      • QuickBooks Online Issue: Error: You can’t create or modify a transaction with a date that comes before you started tracking quantity on hand
      • QuickBooks Online Validation Error: Memorized Sales Transactions
      • QuickBooks Desktop Syncing (Right Networks)
      • Payment Sync Error - Amount applied is greater than payment or refund amount
      • QuickBooks Changes Payment Application
      • QBO Discounts and Accounts
      • QBO Sync Error: How to know which Vendor/Customer/Item is causing a sync error using the Intuit ID.
      • Order Time and QuickBooks Have Different Inventory Values
      • Sales Order Numbers on QuickBooks Invoices
      • Inactive Data in QuickBooks and Order Time
      • The Min Quantity Must Be Less Than The Max Quantity
      • Invoice Date in QuickBooks
      • Object "XXXXX-XXXXXXXXXX" specified in the request cannot be found.
      • B2B Portal - Object Reference Error
      • The Given Object ID in the Field is Invalid
      • Why is my Order Time Quantity different from my QuickBooks Quantity?
      • This feature is not enabled in this version of QuickBooks
      • Validation Exception was thrown.Details:Invalid account type - QuickBooks Online
      • Xero Error: Token not valid
      • Excel Converted Number to Scientific Notation
      • Summing up the Standard Cost of Components within a Bill of Materials
      • Session Expired - Resolving Session Expiry in your Browser
      • Excel File Splitting Solution - Splitting an Excel Sheet Into Multiple Files
      • Order Time - Revision Numbers and Documents
      • Why are charts not updating?
      • Error sorting lists
      • I have uploaded a new company logo, but it does not show on the form template
      • Why can't I add customer types in Order Time?
      • After changing Purchase As UOMs for an item, the cost in the BOM is not correct
      • Feature Requests
      • Make sure your new Custom Field shows up on your Orders
      • Improve Detail Load Time - Lag Issues
      • The name of my company changed and my items temporarily disappeared
      • Trouble with Auto Generate for Lot / Serial Numbers
      • Cycle Count Quantities
      • Order Time Mobile - Item Was Not Found Error
      • How to Perform a Hard Refresh and Clear Cache
      • How to get the BoM Step IDs for Importing BoM Components
      • Exporting a CSV and Opening in Excel is Removing Trailing Zeros
      • Payment Error: Do Not Honor
      • My Count Timed Out and Adjustment Did Not Close
      • Closing a Sales Order that has a Kit
      • Item Proxies and Accounts
      • Ship address street showing before Company / Name
      • Printing Forms in Landscape Mode
      • Enabling & Adding Foreign Currency
      • Log In Error: xFi Advanced Security for Comcast
      • Recent Email Changes - Amazon Email Services
      • Nested Bill of Materials vs. Steps
      • Custom Fields - Sales Order Items - Pick List
      • Record Types
      • Edit Customer Address
      • Inventory Primer
      • ShipStation Error
      • Items Names or Numbers
      • Prepaying Inventory
      • Can I use Alpha Numeric characters in the Document Numbers?
      • Error 500 A critical Error has occurred
      • Cannot see the custom field I created
      • Associate Purchase Orders to Sales Orders
      • How to avoid creating and paying a bill twice?
      • Value cannot be null. Parameter name: value
      • When running the Reorder Analysis, why is my required quantity not showing up?
      • Customer has an overdue transaction
      • Error - Proxy is Required
      • No sub of when creating a customer
      • How do you remove apostrophes when you export a list or report.
      • Sorting Line Items
      • Tracking Production done by 3rd Party Vendor/Supplier
      • Move line is no longer visible
      • Logging Into Order Time Mobile - Alert. Incorrect API key or the key is deactivated
      • How do I look up the Lot or Serial numbers that were used in the Assembly that I have already shipped?
      • Adding Labor to a Bill of Materials
      • My Credit Card was declined on the monthly subscription
      • Reducing Users, Deactivating an Integration or Suspending Your Account
      • QuickBooks Connector Error - Service Unavailable
      • Unable to Login and/or my password is not working
      • B2B Portal: Can Not See Customer Addresses
    • Release Notes
      • Feature Road Map
      • Version 1.0.33
      • Version 1.0.32
      • Version 1.0.31
      • Version 1.0.30
      • Version 1.0.29
      • B2B Version 1.1
      • Version 1.0.28
      • Version 1.0.27
      • Version 1.0.26
      • Version 1.0.25
      • Version 1.0.24
      • Version 1.0.23
      • Version 1.0.22
      • Version 1.0.21
      • Version 1.0.20
      • Version 1.0.18
      • Version 1.0.15
    • About Us
      •  Marketing Video - Learn More About NumberCruncher
      •  Marketing Video - Making Your Business Run Like Clockwork
      •  Marketing Video - Haga que su negocio funcione como un reloj
  • Contact Us / Create a Ticket
  • API
    • API Overview
      • Order Time REST API
      • Getting the API Key
      • Enums
      • Basic Object Types
      • Working with Entity Refs and Lists
      • Entities and Transactions
      • Webhook
    • Entities
      • Contact
      • Customer
      • CustomerAddress
      • Lead
      • Assembly Item
      • Non Part Item
      • Part Item
      • Service Item
      • Other Charge Item
      • Custom Field Definition
      • Price Level
      • Bill Of Materials (BOM)
      • Vendor
      • Vendor Address
      • Item Vendor
      • Location
      • Task
      • Attachment
      • Item Image
    • Transactions
      • Adjustment
      • Customer Return
      • Package
      • Payment
      • Purchase Order
      • Quote
      • Receiver
      • Sales Order
      • Ship Doc
      • Transfer
      • Vendor Return
      • Sales Order Line Item
      • Fill Line Item
      • Bin and Lot or Serial No Quantity Import
      • Work Order
    • Examples
      • Create Customer Example
      • Work Order API - A-Z
  • Home

Onboarding

Setup (34)

  • Quick Start Guide
  • Onboarding Checklist
  • How to Subscribe to Order Time and Purchase Additional Services
  • Adding Users and Assigning Roles
  • Setting Up User Roles
  • Setting Up Document Statuses
  • Order Time - Exporting Lists
  • Items in Order Time
  • Utilizing Item Aliases
  • Locations
  • Currencies
  • Types of Price Levels
  • Adding Price Levels
  • Adding Vendor Price Levels
  • Import Your Opening Inventory - Ultimate Guide
  •  Import - Overview
  • Import Fields
  • Preparing the Import File
  • Batch Action
  • Custom Messages
  • Language and Time Settings
  • Order Time Security & Backups
  • Advanced Security Features
  • Custom List Views
  • Custom Fields & Calculated Fields
  • Setting Up E-commerce Integration
  • Setting Up Alerts
  • EDI with Order Time Updated
  • Purchasing Remote Training Hours
  • Global Search
  • Limit Permission to Approve Records and Alert Approver
  • Save Import files in MS DOS CSVs
  • Custom Code, Integrations, and Custom Automation Rules (CAR)
  • Sandbox Accounts

Items (11)

  • Selecting an Item Group
  • Adding an Item
  • Item Details
  • Item Usage
  • Style Editor
  • Importing Item Images
  • Importing a count with Lot / Serial Numbers
  • Item Barcodes in Order Time
  • Creating Proxies
  • UOM Sets
  • Item Vendors
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