Order Time
Table of Contents
Table of Contents
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Home
Glossary
Onboarding
Setup
Quick Start Guide
Onboarding Checklist
Planning to Go Live
Billing and Subscription
How to Subscribe to Order Time and Purchase Additional Services
Adding Users and Assigning Roles
Setting Up User Roles
Setting Up Document Statuses
Order Time - Exporting Lists
Class
Items in Order Time
Utilizing Item Aliases
Lists
Locations
Currencies
Types of Price Levels
Adding Price Levels
Adding Vendor Price Levels
Import Your Opening Inventory - Ultimate Guide
Import - Overview
Import Fields
Preparing the Import File
Batch Action
Overview - Page Layouts
Details Page - Page Layouts
Editor - Page Layouts
Custom Messages
Language and Time Settings
Order Time Security & Backups
System requirements for Order Time Inventory
Advanced Security Features
Custom List Views
Custom Fields & Calculated Fields
Setting Up Ecommerce Integration
Setting Up Alerts
EDI with Order Time
Purchasing Remote Training Hours
Global Search
Limit Permission to Approve Records and Alert Approver
Save Import files in MS DOS CSVs
Custom Code, Integrations, and Custom Automation Rules (CAR)
Sandbox Accounts
Items
Selecting an Item Group
Create an Item
Item Details
Item Usage
Style Editor
Kits and Kit Config
Importing Item Images
Importing a count with Lot / Serial Numbers
Item Barcodes in Order Time
Managing Expiration Dates in Order Time
Creating Proxies
UOM Sets
Item Vendors
Adding Attachments
Merging Items
Sales
Sales Cycle
Adding Leads
Adding Customers
Tracking Number on Ship Docs
Creating a Quote
Vendor RFQ - Request for Quote
Removing Quantity from a Ship Doc
Create a Sales Order
Enable Catalog Ordering
Item Substitution on a Sales Order
Sales Order Allocation
Select Items to Ship
Splitting a Sales Order
Consignment
Additional Fees
Issue a Customer Refund as a Credit
Credit Limits Explained
Creating a Transfer from a Sales Order
Shipping Estimation
Ship Docs Overview
Closing a PO or SO with an Open Quantity
Auto Email Customers on Shipping
Merging Customers
Closing Open Orders
Customer Returns
Recalculate Pricing on Sales Order
Creating Refunds and Partial Refunds
Putting a Customer On Hold
Assigning Sales Rep to Customer by Address
Default Forms for Customers
Fulfillment Batch
Closing a Sales Order
Duplicating a Sales Order
See Can Make for Assemblies and Kits on Sales Orders
Adding a Discount as a Line Item
Admin
Company Preferences
Company Info
Company Preferences Overview
General Preferences
General Preferences - Period Closing Date
Company Preferences - Activities
Company Preferences - Doc #s
Company Preferences - Inventory
Company Preferences - Items
Company Preferences - Payments
Company Preferences - Lot Numbers & Serial Numbers
Company Preferences - Production
Company Preferences - Purchasing
Company Preferences - Receiving
Company Preferences - Sales
Company Preferences - Shipping
Company Preferences - Repair Orders
Company Preferences - Mobile
Company Preferences - Mail and Calendar Integration
Profile Lists
Profile Lists - Overview
General Profile Lists
Ship Methods
Shipping Carrier Account
Fedex Carrier Account Setup
Payment Methods
Payment Methods
Using the Payments System
Payments Overview
Setting Up a Payment Gateway
Payment Gateway - Order Time Pay
Payment Gateway - Authorize.Net
Payment Gateway - Intuit QuickBooks Payments
Payment Gateway - Payflow Pro
Payment Gateway - BluePay
Payment Gateway - Payeezy
Payment Gateway - USAePay
Payment Gateway - Stripe
Payment Gateway - Braintree
Sending Payment Requests & Using the Payment List
Configuring ACH Payment Requests in the Email Template
How are payments on sales orders reflected in QuickBooks
Order Time and Card Readers
Activities
Adding Events and Tasks from Details Page
Activity Overview
Activity Type
Adding New Events and Tasks
Managing Events and Tasks from a Details Page
Viewing Assignments and Reminders
Emails and Logs
Alarms and Reminders
Tasks
Label Templates
Form Templates
Overview - Form Template
Designing - Form Template
Printing Forms in Landscape Mode
Accounting Integration Settings
Accounting Integration Restrictions
Production
Production Cycle
Kit vs Assembly Items
Assemblies and Creating a Bill of Materials
Create a Bill of Materials: In Depth
Creating a Configurable Bill of Materials
Generate a Work Order
Tracking Work Orders
Creating a Sales Order with a Linked PO & Linked WO
Using Quick Build for Work Orders from a Sales Order
Creating Work Orders for Multiple Sales Orders
Creating a New Disassembly
Enable Split, Drill Down, Flatten Features on a Work Order
Drill Down a Work Order
Splitting a Work Order
Work Orders - Reload BOM
How to Create Production Orders
Quick BOM Report
Creating a Reorder Analysis for Production
Handling the Costs of Goods Sold account. How certain conditions may impact behavior and WO components
Warehouse
Understanding Quantities In Order Time
How Order Time consumes Inventory
Complete an Inventory Adjustment
Generate a Cycle Count
Complete a New Location Transfer
Create New Bin Move
Complete a Value Adjustment
Order Time and FIFO
Can Make in Reports
Purchasing
Purchasing Cycle
Vendors
Creating a Purchase Order
How can I enter my purchasing costs for my items in foreign currencies?
Linked POs and Drop Ship POs
Using Reorder Analysis
Creating a Reorder Analysis for Purchasing
Create a Receiving Doc
Import Lot & Serial Numbers Onto Receiver Line Items
Vendor Returns
Receiver Charges
Adding Charges After Receiving
Add Items From Open Purchase Orders
Standard Cost Vs. Value Amount
Receiver Allocation
Repairs
Enabling Repair Orders and Setting Repair Preferences
Creating an Internal Repair Order
Creating an External Repair Order
Rentals
Rental Module
Reports
Creating Reports
Customizing Reports
Viewing Existing Reports
Sorting Reports
Creating a Pivot Table Report
Add Images to Reports
Creating a Report Schedule
Inventory Valuation 'At Date' Report
Inventory Status by Item Table for the Bill of Materials Report
Integrations
QuickBooks Online
QuickBooks Online - Integration & Syncing
Data Integration
Item Sales Tax - QuickBooks Online
Mapping custom Fields with QBO
Swapping from QuickBooks Desktop to QuickBooks Online While Tracking Inventory
QuickBooks Desktop
QuickBooks Desktop
I'm using Right Networks, what should I do?
QuickBooks Connector - What Syncs, What Doesn't
How to Manually Run an Accounting Sync Job between QuickBooks Desktop and Order Time
Xero Accounting
Xero Accounting - Integration & Syncing
Ecommerce Integrations
Shopify
Shopify Integration
Shopify: Connection Credentials and Settings
How to create Styles and Import into Shopify
BigCommerce
BigCommerce
BigCommerce: Connection Credentials and Settings
Shift4Shop
Shift4Shop Integration
3dcart: Connection Credentials and Settings
Magento
Magento
Magento: Connection Credentials and Settings
WooCommerce
WooCommerce Integration
WooCommerce: Connection Credentials and Settings
Wix
Wix Integration
Volusion
Ecommerce Carts Overview
Ecommerce Configuration Settings
Ecommerce Carts: Adding Connection Settings
Using Proxy Customers for Ecommerce Orders
Auto Allocate for Ecommerce
Order Time Mobile
Order Time Mobile - Overview & Download Link
Order Time Mobile - Release Notes
Order Time Mobile - Compatible Hardware List
Order Time Mobile - Turning Off Auto-Updates
Order Time Mobile - [VIDEO] Overview and Preferences
Order Time Mobile - [VIDEO] Sales Orders & Picking
Order Time Mobile - [VIDEO] Ship Docs & Packing
Order Time Mobile - [VIDEO] Receiving Purchase Orders
Order Time Mobile - [VIDEO] Creating a Bin Move
Order Time Mobile - Managing Work Orders
Order Time Mobile - Releasing Sales Orders
All Orders Mobile
Troubleshooting
All Orders Mobile - None of the orders have any lines!
All Orders Mobile - How to Setup AO Mobile Credentials Manually
Warehouse
All Orders Mobile - Warehouse Overview
All Orders Mobile - Find
All Orders Mobile - Adjust
All Orders Mobile - Pending Adjustments List
All Orders Mobile - Move Bin
All Orders Mobile - Transfer Location
All Orders Mobile Overview
All Orders Mobile Installation
All Orders Mobile - Activation and Preferences
All Orders Mobile - Using the Device
All Orders Mobile - Ship Orders
All Orders Mobile - Receive Orders
All Orders Mobile - Count Inventory
Shipping Integrations
ShipStation
Shipping Integration - ShipStation
ShipStation Ship Method Mapping
2Ship
2Ship Integration Guide
B2B Portal
B2B Portal Guide
B2B - Adding a Portal
B2B - Configuring the Portal Settings
B2B - Setting up Item Categories & Customer Categories
B2B - Setting up Contacts with Portal Access
B2B - Setting up Payments for the B2B Portal
B2B - Cart List
B2B - Setting up Related Items for the 'Frequently Bought With' Section
B2B - Image Sizing Guidelines
B2B Cart import
B2B - Emails and Logs
Custom Label Printing
Enable Label Printing Feature
Buy New Hardware: ShopPOSPortal
Creating Label Templates
Printing to a DYMO Printer
Printing to a Zebra Printer
Order Time Label Printing: Supported Printers
Mail and Calendar Integration
Mail and Calendar Integration Setup
TrueCommerce EDI
TrueCommerce EDI Integration
SPS Commerce EDI
SPS Commerce EDI Integration
SPS EDI Preference - Descriptions
Easy Insight Integration
Easy Insight Integration Webinar
Easy Insight Integration Setup
Zapier Integration
Zapier Integration
DocuSign
DocuSign Integration
Syncware EDI
Accounting Sync Job
Accounting Sync Queue
Accounting - Batch Repost Journal Entries
Webinars and Videos
Past Webinars
Webinar - New Version 1.0.38 Features + Q&A
Easy Insight Integration Webinar
Webinar - New Version 1.0.34 Features + Q&A
Webinar - Order Time Mobile Updates
Webinar - New Version 1.0.33 Features + Q&A
Webinar - New Version 1.0.32 Features + Q&A
Webinar - Release 1.0.31 Features + Q&A
Webinar - Repair Orders + Q&A
Webinar - Sales Order Allocation + Q&A
Webinar - Customizing Reports in Order Time
Webinar - Order Time Mobile App, Newest Updates
Webinar - Newest Features From Release 1.0.30
Webinar - Tips for a Strong Sales Cycle
Webinar - Customer & Vendor Returns
Webinar - Performing a Production Disassembly
Webinar - QuickBooks Desktop or QuickBooks Online, Which Should I Use?
Webinar - Important Reports for the New Year
Webinar - New Features in Version 1.0.29 + Open Q&A
Webinar - Ace Cloud Hosting and NumberCruncher
Special Edition Webinar - Year End Inventory Planning with Alyson Distel
Webinar - Lot & Serial Number Features - Traceability
Webinar - Benefits of Migrating from All Orders to Order Time
Special Edition Webinar - Make to Order vs. Make to Stock Manufacturing
Webinar - Order Time Mobile App - New Features / Receiving
Special Edition Webinar - Order Time - FreightPrint Integration
Webinar - Order Time Version 1.0.28 + B2B Portal 1.1 - What's New?
Webinar - CRM Features Walkthrough
Webinar - Learn More About Barcoding
Webinar - Reorder Analysis for Production
Webinar - Advanced Features of Production
Webinar - B2B Portal New Features + Open Q&A
Webinar - New Features in Version 1.0.27 + Open Q&A
Webinar - B2B Portal
Webinar - Label Creation and Barcodes - Tips and Tricks
Webinar - Inventory Locations & Bins
Webinar - Inventory Counts for the New Year
Webinar - Inventory Status Reports
Webinar - Setting Up Sales Tax
Webinar - Adding Price Levels & Discounts
Webinar - Label Printing, Barcodes, & Templates
Webinar - Payments Overview & Sending Payment Requests
Webinar - Assemblies, Bill of Materials & Work Orders
Webinar - Custom & Calculated Fields
Webinar - Detail Reports
Training Videos
Training - Creating a Disassembly
Training - Importing an Item
Video - Using Multiple Units of Measure
Video - Importing Bill of Materials
Video - Updating the Items List with Imports
Video - Lot & Serial Number Tracking Demo
Video - QuickBooks Online: Connecting & Syncing
Video - Create Payment Requests & Add Payments
Video - Purchasing, Receiving & Selling Inventory
Video - Sending Emails From Order Time
Video - Creating Email Templates
Video - How to Set Up Approval Alerts
Video - How to Control Order Approval
Video - Prevent Auto-Fill Quantity on Ship Doc
Video - Preventing Sync on a Document
Video - Order Time Importing
Video - Viewing Existing Reports
Video - Getting Started with Order Time
About Us
Marketing Video - Learn More About NumberCruncher
Marketing Video - Making Your Business Run Like Clockwork
Marketing Video - Haga que su negocio funcione como un reloj
Release Notes & Troubleshooting
1
Release Notes
Feature Road Map
Version 1.0.38
Version 1.0.37
Version 1.0.36a
Version 1.0.35a
Version 1.0.34b
Version 1.0.34
Version 1.0.33
Version 1.0.32
Version 1.0.31
Version 1.0.30
Version 1.0.29
B2B Version 1.1
Version 1.0.28
Version 1.0.27
Version 1.0.26
Version 1.0.25
Version 1.0.24
Version 1.0.23
Version 1.0.22
Version 1.0.21
Version 1.0.20
Version 1.0.18
Version 1.0.15
Troubleshooting Solutions
Create Support Login
View your Ticket Dashboard - Order Time Inventory has given you access to the Customer Portal
500 Server Error - Your request cannot be processed due to a critical error. Please contact support.
Google Authenticator - New Two-Factor Authentication
Stop Email Delivery Issues: Verify Your Domain
[Action required] Apps on your Shopify store require updating before January 2, 2024
Outlook 365 Integration: Whitelist the Order Time Domain
Inventory Values are not immediately being updated
Error When Viewing Customer - Rentals Tab - This feature is not enabled
Service Items on Work Orders
Missing Components on Bills of Material
Why Some Line Items Have a $0 Value - Zero Value Inventory
Creating an Invoice of your Order Time Subscription
Storage Limits Within Order Time
Edit Custom Fields on Closed Documents
B2B Portal - Object Reference Error
Why is My Company Information Changing Each Time I Sync?
Excel Converted Number to Scientific Notation
Summing up the Standard Cost of Components within a Bill of Materials
Session Expired - Resolving Session Expiry in your Browser
Excel File Splitting Solution - Splitting an Excel Sheet Into Multiple Files
Order Time - Revision Numbers and Documents
Why are charts not updating?
Error sorting lists
I have uploaded a new company logo, but it does not show on the form template
Why can't I add customer types in Order Time?
After changing Purchase As UOMs for an item, the cost in the BOM is not correct
Feature Requests
How to Perform a Hard Reload and Clear Cache
Make sure your new Custom Field shows up on your Orders
Improve Detail Load Time - Lag Issues
The name of my company changed and my items temporarily disappeared
Trouble with Auto Generate for Lot / Serial Numbers
Cycle Count Quantities
Order Time Mobile - Item Was Not Found Error
How to get the BoM Step IDs for Importing BoM Components
Exporting a CSV and Opening in Excel is Removing Trailing Zeros
Payment Error: Do Not Honor
My Count Timed Out and Adjustment Did Not Close
Closing a Sales Order that has a Kit
Item Proxies and Accounts
Ship address street showing before Company / Name
Printing Forms in Landscape Mode
Enabling & Adding Foreign Currency
Log In Error: xFi Advanced Security for Comcast
Recent Email Changes - Amazon Email Services
Nested Bill of Materials vs. Steps
Custom Fields - Sales Order Items - Pick List
Record Types
Edit Customer Address
Inventory Valuation Methods: Understanding FIFO, LIFO, and WAC
Shopify API Update 3/31/2023
Apps on your Shopify store require updating before April 1, 2024
ShipStation Error
Items Names or Numbers
Prepaying Inventory
Can I use Alpha Numeric characters in the Document Numbers?
Error 500 A critical Error has occurred
Item Editor Page Layout Error 500 - Purchasing Tab Conflicts with Kits
Cannot see the custom field I created
Associate Purchase Orders to Sales Orders
How to avoid creating and paying a bill twice?
Value cannot be null. Parameter name: value
When running the Reorder Analysis, why is my required quantity not showing up?
How do you remove apostrophes when you export a list or report.
Sorting Line Items
Tracking Production done by 3rd Party Vendor/Supplier
Move line is no longer visible
Logging Into Order Time Mobile - Alert. Incorrect API key or the key is deactivated
How do I look up the Lot or Serial numbers that were used in the Assembly that I have already shipped?
Adding Labor to a Bill of Materials
My Credit Card was declined on the monthly subscription
Unable to Login and/or my password is not working
B2B Portal: Can Not See Customer Addresses
The referenced transaction does not meet the criteria for issuing a credit.
Please Avoid Using < and > Symbols Within Description Fields
Navigating Character Issues in Text Boxes
QuickBooks Online Troubleshooting
QuickBooks Online Validation Error: Memorized Sales Transactions
QuickBooks Changes Payment Application
QuickBooks Authentication Screens - No Internet Explorer 11 Support
Inactive Data in QuickBooks and Order Time
QBO Sync Error: How to know which Vendor/Customer/Item is causing a sync error using the Intuit ID.
QuickBooks Online Issue: Error: You can’t create or modify a transaction with a date that comes before you started tracking quantity on hand
Invoice Date in QuickBooks
How to get Sales Order Numbers on QuickBooks Invoices
The Min Quantity Must Be Less Than The Max Quantity
QuickBooks Online: New Automated Sales Tax
QuickBooks Error Message: Invalid Argument. The Specified Record Does Not Exist In The List
QBO Discounts and Accounts
Order Time and QuickBooks Have Different Inventory Values
QuickBooks Sync Error - Ids service endpoint was not found
QuickBooks Online Sync - Journal Entries only
QuickBooks Error Message: Cannot Merge List Elements
QuickBooks Payment Sync Error: Object specified in the request cannot be found
QuickBooks Error : Parsing the provided XML Stream
QuickBooks Error: Validation Exception was thrown. Duplicate Document Number Error
Payment Sync Error - Amount applied is greater than payment or refund amount
Product Class Sync Error: “Cannot use SalesOrPurchaseMod aggregate when the item is reimbursable”
QuickBooks Online Error: Failed to disconnect, invalid authorization
Troubleshooting QuickBooks Online Sync Errors - Max Character Length
QuickBooks: The currency of the account must be either in home currency or the transaction currency
The Given Object ID in the Field is Invalid
Validation Exception was thrown. Details:Business Validation Error: Unexpected user error. ( -12476 )
Why is my Order Time Quantity different from my QuickBooks Quantity?
Quickbook Sync Error - An Attempt Was Made to Delete an Invoice with a Date that is on or before the Closing Date of the Company
Validation Exception was thrown.Details:Invalid account type - QuickBooks Online
Error - Proxy is Required
No sub of when creating a customer
Duplicate Entries: Managing Inactive List Items in Order Time and QuickBooks
Exception was thrown.Details:Business Validation Error: Make sure all your transactions have a VAT rate before you save.
Changing Item Groups - Sync Errors - The account period has closed
QuickBooks Desktop Troubleshooting
1
Switching from QuickBooks Desktop to QuickBooks Online? READ THIS FIRST
This feature is not enabled in this version of QuickBooks
QuickBooks Desktop Syncing (Right Networks)
QuickBooks Connector Error - Service Unavailable
Attention: QuickBooks Desktop Update Issue
QuickBooks Desktop Sync Error - Transaction amount must be positive
QuickBooks Desktop Sync Issue - Connector is Stuck
New
Object "XXXXX-XXXXXXXXXX" specified in the request cannot be found.
Customer has an overdue transaction
QuickBooks Desktop Sync - Unable to continue, the current company file is unexpected
QuickBooks Desktop Sync Tool - This application has not accessed this QuickBooks company data file before
Required Element not found in QuickBooks
Xero Troubleshooting
Xero Error: Token not valid
Contact Us / Create a Ticket
View your Ticket Dashboard
Join our Community Forum
API
API Overview
Order Time REST API
Getting the API Key
Enums
Basic Object Types
Working with Entity Refs and Lists
Entities and Transactions
Webhook
Custom Field Definition
Entities
Assembly Item
Attachment
Bill Of Materials (BOM)
Contact
Customer
CustomerAddress
Custom Field Definition
Item Vendor
Item Image
Lead
Location
Non Part Item
Other Charge Item
Part Item
Price Level
Service Item
Task
Vendor
Vendor Address
Transactions
Adjustment
Bin and Lot or Serial No Quantity Import
Customer Return
Disassembly
Fill Line Item
Package
Payment
Purchase Order
Purchase Order Line Item
Quote
Receiver
Refund
Sales Order
Sales Order Line Item
Ship Doc
Transfer
Vendor Return
Work Order
Repair Order
Examples
Create Customer Example
Work Order API - A-Z
Billing & Subscription
Order Time Billing
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Payment Gateway - Order Time Pay
Last Updated: 04/15/2025
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