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Last Updated: 02/21/2024
in Admin Form Templates
Designing a form template in Order Time Inventory
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Last Updated: 02/21/2024
in Onboarding Setup
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...
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Last Updated: 02/21/2024
in Admin Activities
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...
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Last Updated: 02/21/2024
in Sales
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.
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Last Updated: 02/21/2024
in Integrations Order Time Mobile
Overview This article is designed to showcase the capabilities of the Order Time Mobile App in managing work orders directly from your mobile device. It provides a comprehensive guide on how to efficiently handle and oversee work orders and ...
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Last Updated: 02/20/2024
in Sales
Learn to enable Catalog Ordering, access the catalog, select and add items, filter your search, and utilize customer item aliases for a streamlined and informed sales order experience. Perfect for enhancing sales efficiency and decision-making in a fast-paced sales environment.
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Issue: Receiving an Error 500 when trying to view the Purchasing Tab on a Kit Item Our Product Engineering team has identified this issue and is working on a permanent resolution for Kit Items. Solution: Special Notes Below Any Field move...
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Last Updated: 02/19/2024
in Onboarding Items
Learn the step-by-step process of adding an item in Order Time. This guide covers item creation, item groups, and essential considerations to organize your inventory effectively.
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Last Updated: 02/19/2024
in Onboarding Items
Discover how to master item management in Order Time with our detailed guide on item details. Learn to create, categorize, and maintain your inventory with ease, ensuring your products are accurately represented and managed within the system. Perfect for businesses looking to streamline their inventory processes and enhance product management efficiency.
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Last Updated: 02/12/2024
in Onboarding Setup
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.