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Last Updated: 02/20/2018
in Reports Overview One of the features of the Report tool is you can drill down to the details of the report. You can view more or less detail as needed with several clicks. Viewing Existing Reports Access the report that you want to view from the Rep...
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The Adjust functions allows you Add (increase) or Deduct (decrease) inventory. Ultimately this function will result in one or more Quantity Adjustments in Order Time. Click the Adjust button from the Warehousing Menu. On the following screen y...
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Last Updated: 11/13/2024
in Admin Company Preferences
Activity Preferences Under Activity Preferences you can modify how your calendar activities will be processed, the timing for alarms, email reminders. You are able to: Enable calendar events Select how many due date days get added. Select...
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Last Updated: 02/26/2024
in Admin Payment Methods Overview A payment method is how a buyer chooses to compensate the seller of a good or services that is acceptable to the seller. Typical payment methods use include cash, checks, credit or debit cards, money order, bank transfers and online paymen...
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Last Updated: 04/02/2020
in Integrations B2B PortalThese are the steps to add your customer Contacts to the B2B Portal in Order Time Inventory
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The Transfer Location functions allows you move inventory from one location and bin to another location and bin. Ultimately this function will result in one or more Location Transfer transactions in Order Time. Click the Transfer Location butto...
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In order to use the Label Templates in Order Time you will need to first "Activate" it. Log in as the Admin User and go the company gear and under the General Section to the "Label Printing" and activate. You maybe redirected to subscribe to...
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Last Updated: 07/28/2023
in Integrations A Sync Job is how Order Time controls what gets synchronized with your accounting system. A Sync Job will automatically be created if you enable scheduling . You can create a Sync Job manually as well. A Sync Job must be finished before ano...
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Locations, inventory transfers, setting up bins, and warehouse inventory considerations for Order Time Inventory.
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Last Updated: 03/17/2021
in Onboarding Items If you decide not to sync inventory, Order Time will create a non-inventory item called OT Proxy. This item is used for bills and invoices in QuickBooks so it's income and expense account will be reflected in your P & L. You can create any nu...