Popular Articles

  1. Profile Lists - Overview

    Profile Lists are complementary settings used to customize your transactions.
  2.  Video - Creating Email Templates

    Order Time allows you to customize email templates to fit your different correspondence needs.
  3. When running the Reorder Analysis, why is my required quantity not showing up?

    When running the Reorder Analysis, why is my required quantity not showing up? When creating a Reorder Analysis in Order Time, the time horizon that is selected allows you project for a certain time range in months or weeks. Based on that time h...
  4.  Video - Prevent Auto-Fill Quantity on Ship Doc

    This video demonstrates how to set a Company Preference to prevent the quantity to be automatically set, allowing you to enter the quantity manually.
  5. Can I use Alpha Numeric characters in the Document Numbers?

    Basic document control principals can help make your business run more efficient. Order Time will automatically create a sequence for the document numbers used which will establish a unique identifier for each transaction type.  In order for this...
  6. Lead Statuses

    Overview The Lead Statuses Profile List is used to set up different statuses that can be assigned to leads in the system. These can be used to trace where in the pipeline the lead currently is (i.e. which are your new leads, which need follow ups, ...
  7. Mapping Accounting Fields to Order Time Fields

    Overview Order Time enables you to map its fields to your accounting fields. The ability to map fields will depend on your accounting system. For example, QuickBooks Desktop has item, customer and invoice custom fields that can be mapped while Quic...
  8.  Rental Module

    Info about our Rental Module which has been added to allow you to rent equipment, stock, machinery... it's all up to you! Complete asset management and tracking in the rental calendar.
  9.  Video - Viewing Existing Reports

    One of the features of the Order Time report tool is drilling down into the details of the report.
  10. Tasks

    Overview A task is an activity that requires action on the part of the assignee. You can create different types of tasks for example, call and send samples . A task has two states: Open and Closed . You set the state of an activity using ...