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. 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. ...
  3. Onboarding Checklist

    The complete onboarding checklist for Order Time Inventory
  4. Kit and Configurable Bill of Materials

    Kits are combining two or more items to send to a customer. The Kit itself is NOT an item.
  5. Production Cycle

    Overview Production is the process of combining raw materials or components and labor in order to manufacture, assemble or otherwise produce a finished product. The key here is that whole is greater than the sum of its parts, meaning that the end r...
  6. Locations

    Overview  Setting your warehouse location and assigning a bin location for your products is an essential function for your business.  Adding a warehouse and assigning a bin location for your products is an easy process.   Adding a N...
  7. Quick Start Guide

    Thank you for registering for Order Time. At this point you are probably thinking, "Where do I go from here?" View our Onboarding Checklist The first thing you need to do is upload, import or enter your customers, leads, vend...
  8. 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...
  9. Adding Labor to a Bill of Materials

    Adding labor costs to your bill of materials will provide a more complete cost for the items you produce which in turns enables you to make better pricing decisions.
  10. Ship Docs Overview

    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...