Updated Articles

  1. Emails and Logs

    Sending Email and Creating Logs
  2. B2B - Cart List

    Customers who are utilizing the Business to Business (B2B) portal have the ability to add items to their shopping cart. How would you see this as an Order Time account holder?
  3. Version 1.0.35a

    Release Notes for Version 1.0.35a of Order Time Inventory
  4. Accounting - Batch Repost Journal Entries

    Using the Batch Repost Journal Entries feature under the Accounting Integrations in Order Time Inventory.
  5. Accounting Sync Queue

    The Sync Queue holds Pending Syncs Requests (PSR) which are a reference to records that will be synchronized. You can filter and sort the Sync Queue like any other list in Order Time. When a new Sync Job is created, the records in the Sync Que...
  6. Email Templates

    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.
  7. Designing - Form Template

    Designing a form template in Order Time Inventory
  8. 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 card e...
  9. Activity Type

    Overview Activity Type is used to categorize various types of Activities within your company.      Properties Activity Type, also called Base Type tells the system what type of activity is referenced.  There are four base types: Task, Event, Lo...
  10. Item Substitution on a Sales Order

    Learn how to enhance your sales process by setting up and using item substitutions in Order Time. This guide walks you through adding related items as replacements to prepare for stockouts, ensuring your sales team can quickly adapt with suitable alternatives, maintaining efficiency and customer satisfaction. Perfect for businesses looking to optimize inventory management and sales strategies.