Sales Cycle
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 through its various stages until closure. Below we describe the colla...
Adding Leads
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...
Adding Customers
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...
Tracking Number on Ship Docs
Adding shipping tracking numbers to Ship Docs in Order Time.
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...
Vendor RFQ - Request for Quote
How to create a Vendor RFQ in Order Time Inventory to request vendor quotes for Items you're selling.
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. ...
Enable Catalog Ordering
Learn to enable Catalog Ordering, access the catalog, select and add items, filter your search, and utilize customer item aliases for a streamlined and informed sales order experience. Perfect for enhancing sales efficiency and decision-making in a fast-paced sales environment.
Item Substitution on a Sales Order
Learn how to enhance your sales process by setting up and using item substitutions in Order Time. This guide walks you through adding related items as replacements to prepare for stockouts, ensuring your sales team can quickly adapt with suitable alternatives, maintaining efficiency and customer satisfaction. Perfect for businesses looking to optimize inventory management and sales strategies.
Sales Order Allocation
The complete guide to Sales Order Allocation in Order Time Inventory.
Select Items to Ship
Sometimes there Sales Orders that contain many Items but only a few of those Items are able to be shipped immediately. There is now the option to Select Items to Ship. This allows you to pick and choose which Items to add to the Ship Doc.
Splitting a Sales Order
By Splitting a Sales Order you can move all of the Open Quantities of line items over to a new Sales Order and Close the original one. This works well for businesses that Ship partial orders.
The complete guide to Consignment in Order Time Inventory.
Additional Fees
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.
Credit Limits Explained
How are Credit Limits handled in Order Time Inventory?
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 Estimation
Overview 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...
Closing a PO or SO with an Open Quantity
Sometimes 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.
Auto Email Customers on Shipping
Order 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.
Merging Customers
The purpose of the merge customer function is to consolidate the information from 2 customers into 1.
Closing Open Orders
To do this the Sales Order or Purchase Order may have its status set to Voided, which will clear the remaing open line Items and then change the status to Closed automatically. To shorten this process there is a button to Close linked Sales Orders on the Ship Doc or Receiver.
Customer Returns
Customer Returns are transactions that show what Items are shipped by Customers back to you.
Recalculate Pricing on Sales Order
If a Customer has its price level updated and there is an open Sales Order there is a way to force the prices of the Items to update accordingly.
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.
Fulfillment Batch
Using Fulfillment Batch in Order Time
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.
See Can Make for Assemblies and Kits on Sales Orders
Overview When adding Assembly or Kit Items to Sales Orders you need to see how many Assemblies or Kits you can build. Solution Add the Can Make to the Sales Order Line Items. Below you can see a Sales Order that has one Assembly item and one Kit...
Adding a Discount as a Line Item
Adding a Discount as a Line Item This article shows how to add a flat discounts to sales orders.  This can be done by creating  an item from a item group that doesn't count inventory like a non inventory item or other charge with pr...