Overview Revenue is the lifeblood of any business. Having a well organized sales structure is imperative to success. The following flow chart shows the path of a customer order though its various stages until closure. Below we describ...
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...
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 Custo...
Creating a Quote
Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...
Removing Quantity from a Ship Doc
This article explains how to remove quantity off of a Ship Doc when that Ship Doc has Lot / Serial Number Tracking.
Create a Sales Order
Overview A sales order is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. The Sales Order is a confirmation document sent to the customers before delivering the goods or services. ...
Sales Order Allocation Updated
The complete guide to Sales Order Allocation in Order Time Inventory.
There is a feature in Order Time call Additional Fees. This article is designed to show you how to utilize them.
Issue a Customer Refund as a Credit
You need to issue a customer refund as a credit. This can happen for several reasons but lets use the example of a customer paid to much for an item.
Creating a Transfer from a Sales Order
Overview There are 2 main reasons your company needs to create transfers from Sales Orders. You want to treat a location as though they were a customer. A sales order is a great way to prepare stock. You can create linked purchases a...
Shipping costs are calculated depending on the ship-to locations, package type, weight and shipping service, among others. With these factors and given a specific carrier, Order Time provides a functionality that gives you options for ...
Ship Docs Overview
Overview Ship Docs are the ultimate sales transaction in Order Time. It shows the items the customers purchased. When inventory items are involved, it is the Ship Doc that deducts inventory. Below are the dif...
Purpose The purpose of the merge customer function is to consolidate the information from 2 customers into 1. A lead cannot be merged with a customer and visa versa. What happens when customers are merged? Let the customer...
Overview Whether due to error or a change of heart, your customers will occasionally return items. Customer Returns are transactions that show what Items are shipped by Customers back to you. You will notice that the Customer Return...
Creating Refunds and Partial Refunds
Steps to process a Full Refund from a Payment or a Ship Doc. Additional steps for processing a Partial Refund from the Customer Return interface.
Putting a Customer On Hold
How to put a Customer On Hold in Order Time Inventory
Assigning Sales Rep to Customer by Address
You have the ability to attach a Sales Rep to a Customers Address. This way if you have multiple addresses for a customer you can have a Sales Rep responsible for each.
Default Forms for Customers
In many cases you may have custom forms developed for specific customers. Instead of selecting the form you want on each transaction you may set the defaults on your customer profiles.
Overview Creating a ship doc for one sales order at a time may suit your needs but if you want to process multiple sales orders at one time then you should use the Fulfillment Batch functionality in OrderTime. You can take all open sales orde...
Closing a Sales Order
A sales order is closed when all the line items are cleared as indicated by the Cleared column. There are 2 ways to clear a line item. When ship docs are created with quantities equal to or greater than the sales order quantity order...
Duplicating a Sales Order
How to clone or duplicate a Sales Order in Order Time Inventory.