Popular Articles

  1. Create a Receiving Doc

    Overview Receiving Docs are transactions that show what Items have been shipped by the Vendor and actually received at your location.  There are three (3) ways to complete Receiving: Receiving without  Purchase Orders Receiving Docs usually c...
  2. Setting Up Document Statuses

    Overview Document Status helps you control the movement of transactions through your work flow and they are available on all Transactions. The system comes prepackaged  with a set of Statuses for each document Type, however, you can add and ass...
  3. Accounting - Batch Repost Journal Entries

    Using the Batch Repost Journal Entries feature under the Accounting Integrations in Order Time Inventory.
  4. Creating a Quote

    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...
  5. Create a Bill of Materials: In Depth

    Overview Work orders are internal documents that specify the finished goods that need to be produced as well as the components required to produce them. You must first create one or assembly type items before creating work orders. Typically, an a...
  6. Selecting an Item Group

    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...
  7. Understanding Quantities In Order Time

    Understanding Quantities In Order Time, a helpful guide
  8. Adding Customers

    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 ...
  9. QuickBooks Online - Integration & Syncing

    Setting up QuickBooks Online to sync with Order Time Inventory
  10. Company Preferences - Lot Numbers & Serial Numbers

    Lot Numbers & Serial Numbers In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.