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Last Updated: 10/24/2023
in Integrations QuickBooks OnlineSetting up QuickBooks Online to sync with Order Time Inventory
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Last Updated: 06/20/2025
in API API Overview
Basic Object Types ValidationResult EntityRef ListInfo FilterField SortField CustomFieldData Person Address Doc LineItem ValidationResult Property Data Type Description ProperyName String The name of th...
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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: 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: 07/23/2025
in API Transactions
Sales Order Object
Sales Order is a transaction involved in the sales cycle. Like all transactions it is comprised of a Doc portion (Sales Order) and one or more Line Items (SalesOrderLineItem).
End Point
Propertie...
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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: 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...
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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: 03/15/2024
in PurchasingWith Reorder Analysis, you can create purchase orders and you can use it as a planning tool.
Purchasing is considered the most challenging part of inventory management. Buying too much comes with high cost but buying too little may potentially lose opportunities and eventually, the business.
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Last Updated: 11/13/2024
in Admin Company PreferencesLot Numbers & Serial Numbers
In the Lot / Serial #s preference, you will be able to manage your Lot Numbers & Serial Numbers.