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Order Time now has the ability to authorize a "support login" by the administrator of your account. This article is going to explain how to authorize the support login, the purpose of the support login and how to remove the support login.
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Last Updated: 10/21/2019
in Onboarding Setup Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...
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Last Updated: 11/06/2023
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 Prope...
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Last Updated: 05/31/2019
Overview In Order Time, Units of Measure (UOM) are used to define the measurement of the items. These Units of Measure will be used to accurately keep track of your inventory and allow you to properly perform conversions needed when Purchasin...
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Last Updated: 03/15/2024
in PurchasingReorder Analysis is a tool in Order Time that analyzes data and determines what needs to be purchased. It allows you to identify the items that need to be purchased at a particular time, based on certain business rules, filtering and methodologies.
Depending on your business requirements, running a Reorder Analysis can be periodically or everyday.
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Last Updated: 01/22/2019
in Sales Overview A sales lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides contact information. Businesses gain access to sales leads through advertising, trade shows, direc...
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Last Updated: 02/19/2024
in Onboarding ItemsDiscover how to master item management in Order Time with our detailed guide on item details. Learn to create, categorize, and maintain your inventory with ease, ensuring your products are accurately represented and managed within the system. Perfect for businesses looking to streamline their inventory processes and enhance product management efficiency.
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Overview One of the decisions you will have to make is how to design your bill of materials particularly if you have multiple-production steps or sub-assemblies. Nested Bill of Materials VS. Steps The basic option are: Includ...
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Last Updated: 11/21/2019
in Onboarding Items Overview A Style Editor is used to manage variations where an item has various attributes; however, you do not want to create an item number for each individual attribute. For example, a clothing manufacturer produces a t-shirt in 4 different...
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Last Updated: 01/06/2023
in Onboarding SetupPerforming Batch Actions on Documents, like Changing Statuses, Creating PDFs, and Emailing Documents to Customers.