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Last Updated: 09/05/2019
in Purchasing
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...
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Last Updated: 04/05/2024
in Onboarding Setup
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...
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Last Updated: 02/26/2024
in Integrations
Using the Batch Repost Journal Entries feature under the Accounting Integrations in Order Time Inventory.
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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...
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Last Updated: 06/05/2024
in Production
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...
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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...
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Last Updated: 11/08/2024
in Warehouse
Understanding Quantities In Order Time, a helpful guide
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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 ...
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Last Updated: 10/24/2023
in Integrations QuickBooks Online
Setting up QuickBooks Online to sync with Order Time Inventory
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Last Updated: 11/13/2024
in Admin Company Preferences
Lot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.