Updated Articles

  1. Importing - Non Inventory Items

    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...
  2. Importing - BOM EASY

    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...
  3. Importing - BOM Component

    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...
  4. Importing - Bin Quantity Import

    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...
  5. Importing - Bin

    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...
  6. Importing - Barcodes

    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...
  7. Importing Tips

    Importing Tips Templates: Here is a Zip file with all the templates we have built over time. These templates have many of the more common fields but not all the available fields for each import type.  import templates.zip We do strongly reco...
  8.  Video - Updating the Items List with Imports

    In Order Time every row of any table can be edited quickly via imports. Just pull the ID of the rows from the table you're working with, export, edit the file, and import. Done!
  9. Creating Proxies

    If you decide not to sync inventory,  Order Time will create a non-inventory item called OT Proxy.    This item is used for bills and invoices in QuickBooks so it's income and expense account will be reflected in your P & L.    You can create any ...
  10. Item Proxies and Accounts

    For those who are not syncing inventory with their accounting software, the accounts used in the proxies become very important.  A proxy is a non-inventory item used to record transactions in QuickBooks or Xero. There is no limit to the numbe...