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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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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 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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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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Last Updated: 11/03/2023
in Onboarding Setup Overview In the Edit Editor Page you will find the Container Sections and Tab Container Sections that will allow you to modify the information you see when you are adding or editing existing Entities and/or Transactions. This is an example o...
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Adding Connection Settings After you have generated the credentials for the Cart that you selected, enter the appropriate connection settings for your Cart in Order Time. Refer to Generating Connection Credentials for the instructions on how to g...
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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 Profil...
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Last Updated: 05/31/2019
in Onboarding Items Overview Order Time supports various item types, each one suiting a different need for how the item will be used, tracked and reported on. The type that is assigned to the item will dictate the ways that the system handles the item. For example, p...
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Learn how to value your inventory correctly to impact your profits and tax liabilities. Explore different valuation methods like FIFO, LIFO, and WAC, and understand their implications on your P&L and balance sheet.