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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://services.ordertim...
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Last Updated: 05/31/2019
Overview The Customer Types Profile List is a handy way of categorizing your customer base into two or more types. Keeping track of your Customer Types can greatly increase the usefulness of your reporting, allowing you to target specific niche mar...
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Release Notes for Version 1.0.27 of Order Time Inventory
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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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This video demonstrates how to send an email from Order Time.
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Now in Order Time when you receive a purchase order it will create a bill in QuickBooks. Again in this transactions, a Vendor and the items you are buying are indicated. When recorded, this transaction will debit inventory and credit the accounts payable liability account.
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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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Last Updated: 11/06/2023
in Onboarding Setup Overview A Details page is a landing page for an Entity or Document, for example Customers and Sales Orders have Details pages. You can access the Details pages Using the Lists or Recent Records on the side menu. Details Page The Details ...
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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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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...