Popular Articles

  1. Activity Overview

    Overview An Activity is a way to document an action that will occur or has occurred by one or more of your users. For example, if you want to remind a sales rep to follow up on an order, you would create a Task for the sales rep.  All Activities sh...
  2. Closing a Sales Order

    A sales order is closed when all the line items are cleared as indicated by the Cleared column.   There are 2 ways to clear a line item.  When ship docs are created with quantities equal to or greater than the sales order quantity ordered; or By...
  3.  Webinar - Assemblies, Bill of Materials & Work Orders

    Assemblies, creating Bill of Materials, drilling down on - splitting - flattening a Work Order, and working with production for manufacturing in Order Time Inventory.
  4.  Video - Lot & Serial Number Tracking Demo

    Here is a quick demo on how to set up Lot Number or Serial Number tracking on Order Time Inventory. This is especially useful for the Food & Beverage, Medical, or other perishable-product industries. Tracking and Accountability are key to running a state-of-the-art facility. Expiry date tracking via Lot or Serial is a primary goal for the industry.
  5. Creating a New Disassembly

    Overview  In any production environment, particularly for for-stock manufacturers, job shops, and custom-build retailers, occasionally you will have an order cancellation or return that will necessitate breaking an Item back down into its base comp...
  6. Designing - Form Template

    Designing a form template in Order Time Inventory
  7. Payment Gateway - Payeezy

    Setting up Payeezy as a payment gateway within Order Time Inventory.
  8. Creating a Sales Order with a Linked PO & Linked WO

    How to create a Sales Order with either a Linked Purchase Order or a Linked Work Order.
  9. Adding New Events and Tasks

    Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...
  10. Company Preferences - Production

    Production Under the Production Section of your Company Preference, you can edit specific settings pertaining to your work order in the Production stage. By selecting some of the choices under this company preference, you can control how the ...