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Last Updated: 12/06/2023
in Admin Profile Lists
Profile Lists are complementary settings used to customize your transactions.
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Order Time allows you to customize email templates to fit your different correspondence needs.
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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...
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This video demonstrates how to set a Company Preference to prevent the quantity to be automatically set, allowing you to enter the quantity manually.
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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...
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Last Updated: 05/31/2019
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, ...
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Last Updated: 05/31/2019
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...
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Last Updated: 06/03/2025
in Rentals
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.
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One of the features of the Order Time report tool is drilling down into the details of the report.
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Last Updated: 08/30/2019
in Admin Activities
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 ...