Popular Articles

  1. Complete an Inventory Adjustment

    Overview Inventory adjustments are increases or decreases made in inventory to account for theft, loss, breakages, and errors in the amount or number of items received.  Complete an Inventory Adjustment  The Create New Adjustment module is ...
  2. 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...
  3. Understanding Quantities In Order Time

    Understanding Quantities In Order Time, a helpful guide
  4. Accounting - Batch Repost Journal Entries

    Using the Batch Repost Journal Entries feature under the Accounting Integrations in Order Time Inventory.
  5. 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...
  6. 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...
  7. 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...
  8. How to Subscribe to Order Time and Purchase Additional Services

    Here are some quick instructions on how to Subscribe to Order Time and purchase additional services such as integrations.
  9. Create New Bin Move

    Overview Moving items from one bin to another can be easily completed in OrderTime.  A Bin Move allows you to complete the move, record the date in which it was completed, record the quantity.   Create New Bin Move The Create New Bin Move modul...
  10. 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 ...