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Sales
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- Adding a Discount as a Line Item
Production
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- Kit vs Assembly Items
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- Create a Bill of Materials: In Depth
- Creating a Configurable Bill of Materials
- Creating a Step
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- Tracking Work Orders
- Work Orders - Reload BOM
- Creating a Reorder Analysis for Production
- 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
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- Splitting a Work Order
- How to Create Production Orders
- Quick BOM Report
- 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
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- Order Time and FIFO
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- 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
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- Add Items From Open Purchase Orders
- Standard Cost Vs. Value Amount
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B2B Portal
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- B2B - Adding a Portal
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Payments
Reports
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- 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
- Reports - Role Access
Rentals
- Rental Module
Repairs
- Enabling Repair Orders and Setting Repair Preferences
- Creating an Internal Repair Order
- Creating an External Repair Order
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  - Work Order API - A-Z
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Custom Fields - Sales Order Items - Pick List

Last Updated: 04/16/2024 in Release Notes & Troubleshooting Troubleshooting Solutions
Tags: sales order custom fields pick list How to Explainer best prectice

This is a very specific guide to create a pick list for Sales Order Items For the main guide to custom fields, head here . Log into OT as the admin ( or a user with Admin role) Go to the admin panel ( top right corner) Under SETTINGS sel...
Webinar - Order Time Mobile App, Newest Updates

Last Updated: 08/08/2025 in Webinars and Videos Past Webinars
Tags: purchase order package pick list Order Time Mobile Apple Apple App bin transfers packing ot mobile app Order Time Mobile App iOS App counts bin move Android App Android

Video from our free webinar on 6/09/2021 at 2pm ET for information about the newest updates to the Order Time Mobile App!

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