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Importing - Adjustment Line Item Purpose:  This import is designed to add lines or update existing lines on an adjustment. For this to work The Adjustment MUST already exist so that the Adjustment number can be added as a field on ...

Importing -Barcodes Purpose:  The Barcodes imports allows the ability to add barcodes to items for the purposes of Unit of Measure Conversion. For Instance a Crate of an item is received. A Barcode can be used to represent a cra...

Importing - Bin Purpose:  This import type allows users to add Bins to Warehouses. You can also use the import to update existing Bins and change the Active and Available status.  Required Fields:  New Ite...

Importing - Bin Quantity Import Purpose:  The Bin Qty import is designed to allow users to add Items, Qty and select the from and To Bins to Adjustments and Transfers.  Required Fields:  New Items: Tran Ty...

Importing - BOM Component Purpose:  The BOM Component Import allows users to import to add or update Components in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are adding...

Importing - BOM Easy Purpose:  This import easily allows you to add Steps and or components to an existing Bill of Materials. This import is designed to add Steps and Components and not to Modify existing ones.  Requ...

Importing -Non Inventory Items Purpose:  To Add or update Non-Inventory type Items. If updating existing Items you must use the ID Method Required Fields:  New Items: Expense Account, Income Account, UO...

Importing - Cart Item Purpose:  The Cart Item import is designed to allow adding of items into an existing B2B cart for a customer. This is typically used if a customer calls to confirm the items in the cart prior to placing and...

Importing - Category Purpose:  The Category import is designed to add in Categories in bulk. This saves the user from having to manually add each. Required Fields:  New Categories: Name  Existing Categories:  ID and field(s) you a...

Importing - Consignment Line Item Purpose:  This import is designed to add lines or update existing lines on an consignment. For this to work The Consignment MUST already exist so that the Consignment number can be added as a field on the imp...

Importing - Contact Purpose:  This import type allows users to add contacts into Order Time. You can also use the import to update existing Contact records.  Required Fields:  New Contacts: Name (name of c...

Importing - Customer Item Prices Purpose:  This Import type is used to update and insert Items and new price or percentage into Price levels with the type of Customer Item Price. Required Fields:  New Reco...

Importing - Employee / Other Name Purpose:  This import type is designed to allow a user to import employees in bulk. Employees are needed to to create Sales Reps.  Required Fields:  New Records: Name, Fir...

Importing - Event Purpose:  This import type is designed to allow a user to import Events in bulk.  Required Fields:  New Records: Due Date, End Date, Type, Assigned to, Subject, Status Existing Reco...

Importing - Item Category Purpose:  The Item Category Import Type is designed to allow users to use the import function to add new or update existing Item Category records.  Required Fields:  New Record: Item, Category Exis...

Importing - Item Vendors Purpose:  The Item Vendors Import Type is designed to allow users to use the import function to add new or update existing Item Vendor records.  Required Fields:  New Records: Item, Vendor Existing ...

Importing - Job Item Purpose:  The Job Item Import type is used to create new Job items OR update existing Job items.  Required Fields:  New Items: Name, UOM or UOM SET, Group Existing Lines: ...

Importing - Kit Item Purpose:  The Kit Import type is used to Create new Kit type Items OR update Kit type items.  Required Fields:  New Items: Name, UOM or UOM SET, Group Existing Lines: ...

Importing - Kit Selection Purpose:  The Kit Selection import allows users to import to add or update Kit Selections in an existing Kit Group. For this type of import you need the Group ID to identify which Group you are adding c...

Importing - Lead Purpose:  The Lead Import Type is designed to allow users to use the import function to add new Leads or update existing Lead records.  Required Fields:  New Customers: Name Existing...