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Last Updated: 05/06/2026
in Importing
Importing - Ship Doc Line
Purpose:
This import is designed to add lines or update existing lines on an Ship Doc. For this to work he Ship Doc MUST already exist so that the Ship Doc number can be added as a field on the import ...
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Last Updated: 05/06/2026
in Importing
Importing - Sales Order
Purpose:
This import allows a user to import to create or Edit the header of a Sales Order or multiple Sales Orders all at once.
Required Fields:
New Records: Customer, Ship To
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Last Updated: 05/06/2026
in Importing
Importing - Ship Doc
Purpose:
This import allows a user to import to create or edit the header of a Ship Doc or multiple Ship Docs all at once.
Required Fields:
New Records: Is New, Customer, Location, ...
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Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
AvaTax Workflow
Quote or Sales Order (optional)
You create a quote or sales order in Order Time as usual. Depending on your settings you either use the AvaTax button or change the Status of the quote to 'Sent' to estimate the tax. ...
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Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
AvaTax Actions When AvaTax integration is enabled, you will see a new button on sales transactions: Sales Orders and Quote
Verify Address
Estimate Tax
Ship Docs and Customer Returns
Verify Address
Send uncommitted...
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Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
Introduction to AvaTax
The integration with AvaTax , is a cloud-based sales and use tax system, serves two purposes:
Tax Estimation: It calculates the tax rate based on the Ship to Address (and sometimes the Ship from Location). ...
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Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
Customers and Items
Customers
The taxability of customers, like Order Time, is based on its Sales Tax code. Non, for non-taxable and Tax for taxable. In addition, AvaTax requires that the state of the customer’s shipping address is...
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Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
AvaTax Setup
There are three steps to properly set up AvaTax integration with Order Time
AvaTax Settings
Company Preferences
QuickBooks Desktop Users
AvaTax Settings
In order to integrate with AvaTax, go to ...
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Last Updated: 04/30/2026
in Onboarding Items
Overview Companies operating outside of the United States that require a Purchase Tax Code can add the available field to the Item Editor Page Layout. Solution Go to Admin > Page Layouts Then find the row for the Item Editor and click the...
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Last Updated: 04/22/2026
Order Time allows you to customize email templates to fit your different correspondence needs. You have the option to select specific information types that you want to be part of the email template.