Popular Articles

  1. 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...
  2. 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...
  3. Ship Doc

    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 mode Deta...
  4. 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 ...
  5. 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...
  6. QuickBooks Online - Integration & Syncing

    Setting up QuickBooks Online to sync with Order Time Inventory
  7. Accounting - Batch Repost Journal Entries

    Using the Batch Repost Journal Entries feature under the Accounting Integrations in Order Time Inventory.
  8. Understanding Quantities In Order Time

    Understanding Quantities In Order Time, a helpful guide
  9.  Video - Purchasing, Receiving & Selling Inventory

    This video describes how to create purchase orders and then receive inventory as well as creating sales orders & shipping inventory.
  10. Using Reorder Analysis

    With Reorder Analysis, you can create purchase orders and you can use it as a planning tool. Purchasing is considered the most challenging part of inventory management. Buying too much comes with high cost but buying too little may potentially lose opportunities and eventually, the business.