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Last Updated: 12/19/2023
in Production
Overview A W ork Order is a task or a job for a customer, that can be scheduled or assigned to someone. Such an order may be from a customer request or created internally within the organization. A W ork Order may be for products or servic...
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Last Updated: 12/11/2025
in Integrations SPS Commerce EDI
Whether you’re a retailer, supplier, distributor or logistics provider, SPS Commerce delivers the human expertise, processes and innovative technologies you need to make your trading partner relationships easier, more collaborative and profitable.
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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: 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.
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Last Updated: 06/05/2024
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 a choice of hard drives. This is where the configurable bill of materials is used.
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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...
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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...
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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: 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: 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...