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Complete the following steps to enter the customer information: Address Under the Address tab, enter the Primary Billing Address and Primary Shipping address. (Remember this information will be used to create your customer database, it is ess...
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Overview Order Time enables you to map its fields to your accounting fields. The ability to map fields will depend on your accounting system. For example, QuickBooks Desktop has item, customer and invoice custom fields that can be mapped while Quic...
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Last Updated: 09/14/2023 in Sales
Customer Returns are transactions that show what Items are shipped by Customers back to you.
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Order Time allows you to customize email templates to fit your different correspondence needs.
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Last Updated: 08/11/2023 in Onboarding Setup
Order Time is a data driven application, the first thing is to get data into Order Time Inventory. Data includes things like customers, vendors and items. There are 3 ways to get data into Order Time: Enter It Manually Import Via .CSV file ...
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Error Message When syncing a ship doc to QuickBooks you get the error. "Customer has an overdue transaction" Resolution Within QuickBooks From the main Menu click Edit - Preferences On the left click Payments Click the Company Preferences...
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Go to accounting integration. https://app.ordertime.com/accountingintegration Click Disconnect (ignore any error messages it any) Navigate back to accounting integration Click Connect and allow Order Time to access QuickBooks. Click Save ...
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Last Updated: 02/16/2021 in Sales
How to put a Customer On Hold in Order Time Inventory
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Last Updated: 04/24/2020 in B2B Portal
Setting up Item Categories & Customer Categories for Order Time Inventory
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Last Updated: 04/02/2020 in B2B Portal
These are the steps to add your customer Contacts to the B2B Portal in Order Time Inventory
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Last Updated: 03/29/2026 in Importing
Importing - Customer
Purpose:
The Customer Import Type is designed to allow users to use the import function to add new or update existing customer records.
Required Fields:
New Customers: Name
Ex...