Please read this checklist in its entirety
- Do you want to import records such as customers, items and vendors from QuickBooks or Xero?
Do you sell in foreign currency?
Do you buy, sell or use the same product in different units of measure?
Roles and Users
- Roles allow you to set access levels for your users. You can even set access levels at the field level.
- As you go through the check list below you may find you need additional fields. You can set up a custom field to add the additional information and calculations that you need for your business workflow.
Profile Lists are helper or lookup lists (for example Vendor Type). Populate these lists as needed for your implementation.
Do you want to categorize your vendors? (Vendor Types)
Do you want to categorize your Customers? (Customer Types)
Which shipping methods do you use? (Ship Methods)
Do you store inventory in more than one location? (Set Up Locations)
Within a location do you use bins or areas within a warehouse to store inventory? (Set Up Bin Locations)
- Vendors are businesses or people that sell you products and services.
Customers and Leads
- Customers are businesses or people that buy products and services from you.
Ship To Addresses
- Customers and Leads can have multiple Ship To addresses.
- One default ship to address is created for each customer.
- A customer or lead can have multiple Contacts.
- You can indicate the Contact on Sales Orders and Quotes.
- Default Contact properties include: First & Last Name, Phone Number, Email Address, Position/Job Title, etc.
- Items are products, services and other charges that you buy, sell or otherwise consume.
- The Type of item will depend on the nature of your business.
- If you are a wholesaler, retailer or a manufacturer that outsources production, you will create mostly Parts.
- You may also need Services, Kits and Other Charge items (e.g. Shipping).
- If you are a manufacturer that does some assembly or production you will create mostly Parts for components, raw materials and Assemblies.
- Before creating the assembly items, create or import the components and raw materials.
- Will you need Item Aliases
Tracking Lots or Serial Numbers
- Do you want to track serial or lot numbers? (when creating a part or assembly check the box)
- Order Time can help you create and maintain items with variations such as size and color using the Styles Editor.
Kits and Configurations
- A Kit is a container for a group of items that are sold together (also known as bundles).
Item and Vendors
- An item can have multiple vendors with different part numbers, cost and lead times.
- The Standard Cost (Std. Cost) on an item should be in your home currency and be based on the primary unit of measure.
- The cost listed on Item Vendors should be in the vendors currency and in the 'purchase as' unit or measure if different than the primary unit of measure.
Form and Email Templates
- Use Form Templates to design what your documents like sales orders and quotes will look like.
- Use Email Templates to design your outbound emails for consistent communication to customers and vendors.
During the 30 day trial period sending email is disabled. Contact us at firstname.lastname@example.org and we can verify your identity to enable this feature in your trial sandbox.
- The easiest way to establish an opening inventory is to create one or more counts for each location.
Setting Up Your Go Live Plan
- At this point you have decided to use Order Time as your system of choice; fantastic! You have already:
- Started your trial
- Done an initial sync with accounting, if applicable
- Started to customize your forms, email templates, reports etc.
- Created test transactions
- Now it's time to plan to Go Live.
Head to this article to schedule your planning meeting: Planning to Go Live
- Do you have a go live date in mind?
- We need to know at least 2 weeks in advance!
- You inform us by scheduling a time with one of our onboarding specialists.