Onboarding Checklist

Onboarding Checklist


Please read this checklist in its entirety

Preferences

Roles and Users

  • Roles allow you to set access levels for your users.
    • You can even set access levels at the field level. 
    • Set up Roles

Custom Fields

Profile List

Profile lists are helper or lookup lists (for example Vendor Type). Populate these lists as needed for your implementation. 

  1. Do you want to categorize your vendors? (Vendor Types)

  2. What terms do you get or give to customer and vendors? (Terms and Payment Methods)

  3. Units of measure and UOM Sets

  4. Do you want to categorize your items? (Item Groups and Selecting an Item Group)

  5. Do you want to categorize your Customers? (Customer Types)

  6. Do you give customers special pricing? (Price Levels, Adding Price Levels, Types of Price Levels)

  7. Which shipping methods do you use? (Ship Methods)

Locations

Vendors

Customers and Leads

  • Customers are businesses or people that buy products and services from you.  

Ship To Addresses

Contacts

  • A customer or lead can have multiple contacts
    • You can indicate the contact on sales orders and quotes. 

Items

  • Items are products, services and other charges that you buy, sell or otherwise consume.
    • The Item Type dictates its behavior in Order Time.
    • Find out more about Items in Order Time.
    • The Type is system defined however you can create Item Groups which ‘inherit’ the behavior of their Type. 
  • 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 and raw materials and Assemblies.
    • Before creating the assembly items, create or import the components and raw materials

Tracking Lots or Serial Numbers

Item Variations

  • Order Time can help you create and maintain items with variations such as size and color using the Styles Editor.  

Kits and Configurations

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

Opening Inventory