Popular Articles | Page 3

Working with Entity Refs and Lists

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 ...
Ship Doc

Last Updated: 04/14/2025 in API Transactions

Ship Doc Object Ship Doc is a transaction involved in the sales cycle. Like all transactions it is comprised of a Doc portion (Ship Doc) and one or more Line Items (ShipDocLineItem). ShipDocLineItem may optionally include one or more De...
Creating a Quote

Last Updated: 05/31/2019 in Sales

Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...
Adding Customers

Last Updated: 01/22/2019 in Sales

Overview A customer is needed to generate a Sales Order. If a customer contacts you for a Sales Order, Quote, or you just want to add them as a Lead, the system allows you add a customer quickly and easy to your database. Adding a New Customer ...
Selecting an Item Group

Last Updated: 03/03/2018 in Onboarding Items

Overview Selecting an Item Group is an essential function for defining your Item Characteristics. The Item Group will define whether the item will be tracked in inventory, and how it will be represented in your accounting books (i.e. Inventory part...
How to Subscribe to Order Time and Purchase Additional Services

Last Updated: 12/18/2024 in Onboarding Setup

Here are some quick instructions on how to Subscribe to Order Time and purchase additional services such as integrations.
Adding Price Levels

Last Updated: 08/08/2023 in Onboarding Setup

Overview Understanding the different types of price levels will aid you in your pricing initiatives. The Price Level profile list will allow you to set up the following price level strategies: Set up volume discounts so that customers...
Assemblies and Creating a Bill of Materials

Last Updated: 04/15/2026 in Production

As mentioned, a kit is different than an assembly in that the Kit itself is not an item, whereas the assembly is an item. But what if you want to allow the components of the bill of materials to change at the order time? For example, a make-to-order computer manufacturer may want to give a customer
Currencies

Last Updated: 08/04/2023 in Onboarding Setup

Overview A business may enter into a transaction where it is scheduled to receive a payment from a customer that is denominated in a foreign currency or to make a payment to a supplier in a foreign currency. Before any foreign currency can be...
Preparing the Import File

Last Updated: 10/21/2019 in Onboarding Setup

Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor. The steps for prepa...