-
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.
-
Last Updated: 05/23/2024
in Onboarding ItemsKits are combining two or more items to send to a customer. The Kit itself is NOT an item.
-
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...
-
Last Updated: 02/26/2021
in Purchasing Overview Purchasing is the process of buying goods and services from a vendor or service provider. The purchasing process can differ from one organization to another, but the key is that it should be orderly and the core elements should be establis...
-
Last Updated: 02/19/2024
in Onboarding ItemsLearn 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.
-
Last Updated: 07/23/2025
in API Transactions
Sales Order Object
Sales Order is a transaction involved in the sales cycle. Like all transactions it is comprised of a Doc portion (Sales Order) and one or more Line Items (SalesOrderLineItem).
End Point
Propertie...
-
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 ...
-
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...
-
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...
-
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 ...