Articles
Quick Start Guide
Thank you for registering for Order Time. At this point you are probably thinking, "Where do I go from here?" View our Onboarding Checklist View our Planning to Go Live Article The first thing you need to do i...
Onboarding Checklist
The complete onboarding checklist for Order Time Inventory
Planning to Go Live
Set up a Go Live Planning Meeting, meet with our onboarding specialists and prepare to go live with Order Time Inventory.
How to Subscribe to Order Time and Purchase Additional Services
Here are some quick instructions on how to Subscribe to Order Time and purchase additional services such as integrations.
Adding Users and Assigning Roles
Creating a User in Order Time Inventory
Setting Up User Roles
Setting up User Roles and Exceptions in Order Time Inventory
Setting Up Document Statuses
Overview Document Status helps you control the movement of transactions through your work flow and they are available on all Transactions. The system comes prepackaged with a set of Statuses for each document Type, however, you can add an...
Order Time - Exporting Lists
Most often you will want to export a list to make updates to the profiles of the Item, Customers or Vendors. The purpose of this article is to demonstrate how to export your lists of information. Whether it be your Items, Customers, Vendors, Etc ....
Class
Class is an organizational tool in Order Time.
Items in Order Time
Types of Items, using the item list, and points to consider before adding an item to the system.
Utilizing Item Aliases
Utilizing Item Aliases can be extremely helpful. Aliases allow you to use multiple names (SKUs) for the same item. This helps when you and your manufacturer call the same part by different names or if you have a name for a part but call it something different for your customers.
Lists
Overview The lists are the jumping-off points to all the records in the software. On the left side of the screen you can access any list using the Open Full List drop down menu. Full Lists A Full List provides direct access to your reco...
Locations
Overview Setting your warehouse location and assigning a bin location for your products is an essential function for your business. Adding a warehouse and assigning a bin location for your products is an easy process. Adding a N...
Currencies
Overview A business may enter into a transaction where it is scheduled to receive a payment from a customer that is denominated in a foreign currency or to make a payment to a supplier in a foreign currency. Before any foreign currency c...
Types of Price Levels
How to manage the different price level types within Order Time Inventory.
Adding Price Levels
Overview Understanding the different types of price levels will aid you in your pricing initiatives. The Price Level profile list will allow you to set up the following price level strategies: Set up volume discounts so that customers...
Adding Vendor Price Levels
How to add vendor price levels in Order Time Inventory
Import Your Opening Inventory - Ultimate Guide
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 ...
Import - Overview
Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...
Import Fields
Overview This section contains a list of fields for each import record type in the Import tool. Each record type contains fields where information are stored. Fields can be mandatory (required) or non-mandatory. Taking note of the mandatory...
Preparing the Import File
Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor. The steps for ...
Batch Action
Performing Batch Actions on Documents, like Changing Statuses, Creating PDFs, and Emailing Documents to Customers.
Overview - Page Layouts
Overview Order Time offers options for customizing the look and feel of screens used throughout the system. Handy for streamlining data entry by having the order in which the fields are shown match the order in which data is entered. Hide fields th...
Details Page - Page Layouts
Overview A Details page is a landing page for an Entity or Document, for example Customers and Sales Orders have Details pages. You can access the Details pages Using the Lists or Recent Records on the side menu. Details Page Th...
Editor - Page Layouts
Overview In the Edit Editor Page you will find the Container Sections and Tab Container Sections that will allow you to modify the information you see when you are adding or editing existing Entities and/or Transactions. This is an...
Custom Messages
There is the ability to create a Shortcut to a longer custom message within Order Time. These act as snippets and can be used for internal notes or Custom Message for your customers.
Language and Time Settings
Setting the language and time & date settings in Order Time Inventory.
Order Time Security & Backups
Platform Security Let's start off with the security of the platform itself. Order Time runs on an AWS Cloud backbone. Security is our highest priority. Our data centers and network architecture have two redundancies so that even in the case o...
System requirements for Order Time Inventory
Recommended and minimum system requirements for operating Order Time Inventory.
Advanced Security Features
Some of the most advanced security features for Order Time Inventory.
Custom List Views
The ability for Order Time users to save custom list columns and filters on record screens for future use and to share or not share with other users.
Custom Fields & Calculated Fields
Overview If you find that you need to set up information for one of your lists where there is no corresponding field, you can assign a Custom Field to fill that role. For example, if you're in the habit of sending your customers a greeting ca...
Setting Up Ecommerce Integration
Filling out the Ecommerce Configuration for your individual Carts within the Ecommerce Integration.
Setting Up Alerts
How to set up alerts in the system when users change statuses on a document and more!
EDI with Order Time
EDI, which stands for Electronic data interchange, is a standard method for two (or more) separate businesses using different inventory systems to exchange data. Learn how Order Time handles EDI.
Purchasing Remote Training Hours
Here is a quick guide on purchasing Remote Training Hours straight from the Billing & Subscriptions section of Order Time Inventory.
Global Search
Order Time now has the much requested Global Search function. Here you will be able to search for any record in Order Time and be presented with the related result options
Limit Permission to Approve Records and Alert Approver
Limit Permission to Approve The first thing you want to do is set the permissions for the Role for the User that WILL NOT have permission to change the Status to Approved. To do this go to Admin > Roles > click the Edit icon for the Role No...
Save Import files in MS DOS CSVs
Overview When working with data in Excel in order to create a file that can be imported into Order Time you must save the document as a CSV file. Microsoft has several types of CSV file formats to select from when saving the document. Saving as C...
Custom Code, Integrations, and Custom Automation Rules (CAR)
Order Time Inventory is a highly customizable system that can be tailored to meet the unique needs of our customers. Whether you need custom templates and forms, custom automation rules, or custom integrations, our team is here to help you achieve your goals.
Sandbox Accounts
An Order Time Sandbox Account is a secondary instance of your file that is used for testing purposes.