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Last Updated: 05/31/2019
Overview The Customer Types Profile List is a handy way of categorizing your customer base into two or more types. Keeping track of your Customer Types can greatly increase the usefulness of your reporting, allowing you to target specific niche mar...
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Now in Order Time when you receive a purchase order it will create a bill in QuickBooks. Again in this transactions, a Vendor and the items you are buying are indicated. When recorded, this transaction will debit inventory and credit the accounts payable liability account.
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Last Updated: 04/25/2024
Overview Attribute is a setting used to create a style matrix. Depending on your business model you can create as many style matrixes as needed. Attribute works in conjunction with Styles . A Style is a grouping of items that have virtually...
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Last Updated: 07/11/2024
in Onboarding SetupSetting the language and time & date settings in Order Time Inventory.
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The Warehouse activity offers multiple functions to help you track and manage your inventory in locations and bins. Scanning with the Warehouse function is slightly different. Instead of having a scan box for each Bin, Item and Lot or Serial #...
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Last Updated: 05/31/2019
in API Entities Price Level Object Price Levels set prices for customers used on sales order and quotes when they are different than the Std Price. End Point /pricelevel GET GET request expects parameter id of type Int32 e.g. https://services.ordertim...
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Order Time inventory allows you to receive payments on sales orders and shipping documents and sync those payments into QuickBooks.
It will sync all payments from QuickBooks over into Order Time as well.
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For those who are not syncing inventory with their accounting software, the accounts used in the proxies become very important. A proxy is a non-inventory item used to record transactions in QuickBooks or Xero. There is no limit to the numbe...
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This video demonstrates how to send an email from Order Time.
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Last Updated: 05/31/2019
in Admin Activities 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...