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Last Updated: 05/31/2019
Overview The Vendor Types categorize your Vendors. For example, to find out how much money you spent last year on outside subcontracting, all such Vendors will need to be grouped into the Subcontractors Vendor Type. Once on the Vendor Type P...
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Last Updated: 10/03/2023
in SalesThe purpose of the merge customer function is to consolidate the information from 2 customers into 1.
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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...
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Last Updated: 05/31/2019
in Production
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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...
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This video demonstrates how to send an email from Order Time.
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Last Updated: 05/04/2020
in Onboarding SetupSetting the language and time & date settings in Order Time Inventory.
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Last Updated: 11/27/2020
in Admin Company PreferencesHow to change your company info and add company logos to Order Time Inventory.
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Last Updated: 05/23/2024
in Admin Company Preferences
General Tab The General Section allows you to modify the following: How many places you would like Decimal Points to display (you have the option of setting it for Quantity, Cost, Price, and Percentage) If you would like to enable Foreign Cu...
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The Move Bins functions allows you move inventory from one Bin to another Bin in a given location. Ultimately this function will result in one or more internal Quantity Adjustment transactions in Order Time. Click the Move Bins butto...