Webinar - New Version 1.0.32 Features + Q&A

Helpful Resources

• New Version Release Notes - https://help.ordertime.com/help/version-1032
• Custom List Views
  • https://help.ordertime.com/help/custom-list-views
• New Button on the Sales Order, Select Items to Ship
  • https://help.ordertime.com/help/select-items-to-ship
• Create "Can Make" Reports in the Report Builder
  • https://help.ordertime.com/help/can-make-in-reports
• Extended Accounting Integration Role Restrictions (Disallows the Role's ability to Un-Sync/Remove from Sync)
  • https://help.ordertime.com/help/accounting-integration-restrictions
• New Button to Close an Open Sales Order from a Ship Doc
  • https://help.ordertime.com/help/closing-open-orders
• Added a preference to automatically allocate orders.  Ideal for synced orders from another sales platform 
  • https://help.ordertime.com/help/auto-allocate-for-ecommerce
• Quick BoM Report: New Button for Assemblies on a Sales Order or Quote line item to quickly see the Bill of Materials and their Inventory Status
  • https://help.ordertime.com/help/quick-bom-report
• Global Search (BETA)
  • https://help.ordertime.com/help/global-search
• Create a Period Closing Date to Lock Transactions (Locks the Undo Transaction Ability)
  • https://help.ordertime.com/help/period-closing-date
• New Button - Recalculate Pricing on the Sales Order when the Price Level for a Customer Changes
  • https://help.ordertime.com/help/recalculate-pricing-on-sales-order
• Ability to create Vendor RFQs - Request For Quote
  • https://help.ordertime.com/help/vendor-rfq
• Added the Location Filter to the Reorder Analysis for Production
  • https://help.ordertime.com/help/creating-a-reorder-analysis-for-production
• Display tracking number on Ship Method Pop Up
  • https://help.ordertime.com/help/tracking-number-on-ship-docs
• Repair Order - Return to Inventory automatically adds the cost to the item
  • https://help.ordertime.com/help/creating-an-internal-repair-order
• Other Notable Changes
  • You can now add Emailed or Printed to your Page Layout for Purchase Orders, Sales Orders, Ship Docs and Receivers. They are automatically checked when you email or print (Create PDF) the document.
  • Enhanced the Audit Trail Report to show Documents created by Integrations
  • Ability to quickly update a custom Report Name
  • Ability to Bulk update BoMs when Components are Replaced/Added/Subtracted with the Bulk Component change
  • New Alert for changes in Promise Dates,  if that happens, a task / event is created with the due date of the Promise Date 
  • Ability to move line items up and down for the Receiver
  • Ability to move Components up and down on Work Orders and Disassemblies