Popular Articles

  1. Sales Cycle

    Overview Revenue is the lifeblood of any business.  Having a well organized sales structure is imperative to success.  The following flow chart shows the path of a customer order though its various stages until closure. Below we describ...
  2. Converting from All Orders

    Existing All Orders users can easily convert their database to Order Time with a few easy steps.   Keep in mind that All Orders is almost 20 years in the making while Order Time is new so there will be a few things that will not be in Order T...
  3. QuickBooks Online

    QuickBooks Online is online accounting system that offers anytime, anywhere access to your books and is supported by an army of accounting professionals worldwide.  Before connecting your QuickBooks Online file to Order Time,  please r...
  4. Accounting Integration Overview

    Order Time offers efficiency by integrating with your accounting system.     With accounting integration, transactions can be automatically posted avoiding duplicate effort and transposition errors.  Before you set up your Accounting...
  5. Import Fields

    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...
  6. Accounting Integration Settings

    Overview Accounting Integration Settings is where you configure how you want Order Time to integrate with your accounting system.  There are five tabs each having there own configuration settings.  Items The biggest decision you will m...
  7. Create a Sales Order

    Overview A sales order is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. The Sales Order is a confirmation document sent to the customers before delivering the goods or services. ...
  8. Shipping Integration

    Order Time is integrated with ShipStation! Ship Docs are sent to ShipStation together with all relevant customer and item information. Within ShipStation you complete the shipment and print the shipping label. ShipStation will send back the tracking number to the appropriate Ship Doc and change its status to Shipped.
  9. Ship Docs

    Overview Ship Docs are the ultimate sales transaction in Order Time.   It shows the items the customers purchased.  When inventory items are involved,  it is the Ship Doc that deducts inventory.      Below are the dif...
  10. Adding an Item

    Overview Any individual article or unit you buy, sell or use is considered an Item .  Items are the backbone of your company and they can be a service, a collection of items - Kit , an assembly , a regular part, a non inventory.  Add...