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Last Updated: 02/08/2024
in Onboarding SetupTypes of Items, using the item list, and points to consider before adding an item to the system.
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Last Updated: 12/20/2023
in API API Overview Enums RecordTypeEnum DataTypeEnum FilterOpEnum DateMacroEnum SortDirEnum SendMethodEnum AllowShipPartialEnum PriorityEnum ActionTypeEnum RecordTypeEnum Caption Value Adjustment 1 Receiver 2 Work Order ...
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Last Updated: 12/20/2022
in API API Overview Entity Ref The end points below use POST and PUT but they do not change any data . They act like GET endpoints. The reason we use POST and PUT is to allow for passing an object as a parameter. Many data objects have pro...
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Last Updated: 02/21/2024
in Onboarding Setup Overview If you find that you need to set up information for one of your lists where there is no corresponding field, you can assign a Custom Field to fill that role. For example, if you're in the habit of sending your customers a greeting ca...
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Last Updated: 12/19/2023
in Production Overview A W ork Order is a task or a job for a customer, that can be scheduled or assigned to someone. Such an order may be from a customer request or created internally within the organization. A W ork Order may be for products or s...
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Last Updated: 08/05/2022
in Warehouse Overview Inventory adjustments are increases or decreases made in inventory to account for theft, loss, breakages, and errors in the amount or number of items received. Complete an Inventory Adjustment The Create New Adjustment ...
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Last Updated: 05/31/2019
in Sales Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...
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Last Updated: 08/11/2023
in Onboarding Setup Order Time is a data driven application, the first thing is to get data into Order Time Inventory. Data includes things like customers, vendors and items. There are 3 ways to get data into Order Time: Enter It Manually Import Via .CSV file ...
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Last Updated: 03/03/2018
in Onboarding Items Overview Selecting an Item Group is an essential function for defining your Item Characteristics. The Item Group will define whether the item will be tracked in inventory, and how it will be represented in your accounting books (i.e. Inventory part...
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Last Updated: 09/05/2019
in Purchasing Overview Receiving Docs are transactions that show what Items have been shipped by the Vendor and actually received at your location. There are three (3) ways to complete Receiving: Receiving without Purchase Orders Receiving Docs...