Sales

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Customer Types
Overview The Customer Types Profile List is a handy way of categorizing your customer base into two or more types. Keeping track of your Customer Types can greatly increase the usefulness of your reporting, allowing you to target specific niche mar...
Lead Statuses
Overview The Lead Statuses Profile List is used to set up different statuses that can be assigned to leads in the system. These can be used to trace where in the pipeline the lead currently is (i.e. which are your new leads, which need follow ups, ...
Sales Tax Codes
Overview Sales tax codes are used to determine whether an item and/or a customer is taxable. If you integrate with QuickBooks Online, you cannot modify the item sales tax or tax codes in Order Time inventory. QuickBooks Online does not have an ...
Item Sales Tax
Overview The Item Sales Tax profile helps you manage, calculate and add tax charges to a taxable item. Order Time also allows you the option to assign the tax agency to which sales taxes are paid. Once an Item Sales Tax has been implemented, it wil...
Payment Methods
Overview A payment method is how a buyer chooses to compensate the seller of a good or services that is acceptable to the seller. Typical payment methods use include cash, checks, credit or debit cards, money order, bank transfers and online paymen...
Sales Rep
Overview A Sales Rep is used to categorize sales by a Sales Person or Customer Service Representative (CSR).    Assigning Sales Reps A Sales Rep must be first assigned to either a Vendor or an   Employee or Other Name.  ...
Discount
Overview The Discount profile list allows you to come up with general discounts that can be applied to specific orders. This differs from the Price Levels discounts, as it is applied to the entire order , and can in fact be combined with ...
Payment Gateway
Overview To process credit cards with the software, you MUST  have an open account with a credit card processing company. Enter a Payment Gateway  Before you begin selling, you need to list all of the payment processing gateways that...