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Last Updated: 12/28/2022
in SalesOrder Time allows you to set up Alerts which can be used to automically email a customer an email template, PDF template and/or CSV template.
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When opening a record (item, customer, vendor) you may get the following errors. This error is known issue and will be addressed asap. Please try again in a few minutes. ...
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Last Updated: 05/10/2022
in SalesSometimes Purchase Orders or Sales Orders will not be fully fulfilled. There maybe Open Quantity of 1 or more items but the Order remains in an Open Status.
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Last Updated: 05/31/2019
Overview The Column Section lets you add and remove what columns are shown on the current screen. Modifying a Column To modify your Lists Column click on the Gear icon on the Child List on the desired record (Sales Order, Ship Doc, Custome...
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Last Updated: 04/25/2018
Overview
Warranty Types can be setup and later on assigned to items that are being shipped on ship docs and reviewed if the item ever comes. Use these to track the warranty and length a customer gets when shipping an item.
Create a Warran...
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How to keep credits from being auto-applied in QuickBooks which creates errors in Order Time Inventory.
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Last Updated: 11/25/2022
in Onboarding Setup Overview When working with data in Excel in order to create a file that can be imported into Order Time you must save the document as a CSV file. Microsoft has several types of CSV file formats to select from when saving the document. Saving as C...
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Last Updated: 05/19/2022
in SalesHow to create a Vendor RFQ in Order Time Inventory to request vendor quotes for Items you're selling.
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How to whitelist the Order Time domain so that you can send email via Outlook 365 through our Mail Integration.
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Last Updated: 08/05/2022
in Onboarding Setup Limit Permission to Approve The first thing you want to do is set the permissions for the Role for the User that WILL NOT have permission to change the Status to Approved. To do this go to Admin > Roles > click the Edit icon for the Role Now you ...