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Last Updated: 05/09/2022 in Sales
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 different ways to create a Ship D...
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Last Updated: 09/14/2023 in Sales
Using Fulfillment Batch in Order Time
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Importing sales orders at this time is a 2 step process. First you import the Sales Order , like the customer and order number then you import the Sales Order Lines . Tips for the Sales Order Make sure to include the Is New column and set ...
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This video describes how to create purchase orders and then receive inventory as well as creating sales orders & shipping inventory.
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Order Time inventory allows you to receive payments on orders and shipping documents and sync those payments into QuickBooks. It will sync all payments from QuickBooks over into Order Time as well.
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This video demonstrates how to prevent a user from changing the status to Approved on Sales Orders and Purchase Orders.
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Order Time inventory allows you to receive payments on sales orders and shipping documents and sync those payments into QuickBooks.
It will sync all payments from QuickBooks over into Order Time as well.
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Last Updated: 01/17/2024 in Production
How to create a Sales Order with either a Linked Purchase Order or a Linked Work Order.
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Version 1.0.26 Released October 11, 2019 - Known issues fixed, improvements and new features added as follows: Action Description Added Ability to add non-inventory, service or other charge item to a Sales Order or Ship Doc with a negati...
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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...
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Sorting line items on an order in Order Time Inventory.
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In order to sort / move lines on a sales order or quote, the 'View Type' must be set to 'Matrix View' ...
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How do I get my sales order numbers to show on my QuickBooks invoices? In this article we explain how to map the Sales Order number from Order Time Inventory to your QuickBooks accounting.
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Last Updated: 03/25/2020 in Sales
How to clone or duplicate a Sales Order in Order Time Inventory.
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Last Updated: 06/16/2023 in Integrations Order Time Mobile
Using the Sales Order List in Order Time Warehouse and Picking your Items. This creates a Ship Doc in Order Time when you are finished.
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How to close a Sales Order that has Kit Items in Order Time Inventory.