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This is a very specific guide to create a pick list for Sales Order Items For the main guide to custom fields, head here . Log into OT as the admin ( or a user with Admin role) Go to the admin panel ( top right corner) Under SETTINGS sel...
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Last Updated: 12/05/2022
in Integrations QuickBooks OnlineHow to sync the custom field data from Order Time to QuickBooks Online using the Accounting Integration Configurator.
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Last Updated: 05/31/2019
This article will guide you through the various options available for setting up your Details screens exactly the way you want. In the Edit Details Page you will find the Container Sections and Tab Container Sections that will allow you to modi...
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From time to time there may be some Sync errors due to max character length. These are usually easy to resolve.
The fix below works for Customers, Items, and Vendors.
In order to determine if there are any sync errors, navigate...
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Last Updated: 09/21/2020
in SalesSteps to process a Full Refund from a Payment or a Ship Doc. Additional steps for processing a Partial Refund from the Customer Return interface.
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Last Updated: 04/24/2020
in Integrations B2B PortalSetting up Item Categories & Customer Categories for Order Time Inventory
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Last Updated: 07/24/2020
in API Entities Bill Of Materials Object The Bill of Materials or BOM is like a recipe, it tells the system which components are required to make the finished good End Point /bom GET Use the BOM ID e.g. https://services.ordertime.com/api/bom?id=12 Or...
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Last Updated: 08/28/2024
in Admin Profile ListsLearn how to configure and manage shipping carrier accounts in Order Time Inventory. This step-by-step guide covers setup, carrier integration, and troubleshooting to ensure seamless shipping operations.
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Last Updated: 04/02/2024
in Onboarding SetupSome of the most advanced security features for Order Time Inventory.
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Last Updated: 03/25/2020
in SalesHow to clone or duplicate a Sales Order in Order Time Inventory.