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Last Updated: 01/23/2019
in Sales 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...
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Last Updated: 01/22/2019
in Sales 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. ...
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Last Updated: 01/24/2019
in Production 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, me...
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Last Updated: 03/05/2018
in Onboarding Items 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...
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Last Updated: 08/30/2019
in Sales 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...
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Last Updated: 08/30/2019
Overview The User Group is used to assign Alerts to multiple users. Set up User Group To access the User Group settings, click on the Gear icon in the upper right corner of the screen. Under the General section, click on Profile L...
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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.
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Last Updated: 03/19/2021
in ProductionKits are combining two or more items to send to a customer. The Kit itself is NOT an item.
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Last Updated: 02/26/2021
in Purchasing Overview Purchasing is the process of buying goods and services from a vendor or service provider. The purchasing process can differ from one organization to another, but the key is that it should be orderly and the core elements should be establis...
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Last Updated: 08/30/2019
in Admin Company PreferencesLot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.