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Items in Order Time

Last Updated: 02/08/2024 in Onboarding Setup

Types of Items, using the item list, and points to consider before adding an item to the system.
Kits and Kit Config

Last Updated: 05/23/2024 in Onboarding Items

Kits are combining two or more items to send to a customer. The Kit itself is NOT an item.
Working with Entity Refs and Lists

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 properties with a ...
Create an Item

Last Updated: 02/19/2024 in Onboarding Items

Learn the step-by-step process of adding an item in Order Time. This guide covers item creation, item groups, and essential considerations to organize your inventory effectively.
Custom Fields & Calculated Fields

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 card e...
Generate a Work Order

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 servic...
Import Your Opening Inventory - Ultimate Guide

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 ...
Ship Doc

Last Updated: 04/14/2025 in API Transactions

Ship Doc Object Ship Doc is a transaction involved in the sales cycle. Like all transactions it is comprised of a Doc portion (Ship Doc) and one or more Line Items (ShipDocLineItem). ShipDocLineItem may optionally include one or more De...
Setting Up Document Statuses

Last Updated: 04/05/2024 in Onboarding Setup

Overview Document Status helps you control the movement of transactions through your work flow and they are available on all Transactions. The system comes prepackaged with a set of Statuses for each document Type, however, you can add and ass...
Assemblies and Creating a Bill of Materials

Last Updated: 06/05/2024 in Production

As mentioned, a kit is different than an assembly in that the Kit itself is not an item, whereas the assembly is an item. But what if you want to allow the components of the bill of materials to change at the order time? For example, a make-to-order computer manufacturer may want to give a customer a choice of hard drives. This is where the configurable bill of materials is used.