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Last Updated: 08/08/2023
in Onboarding Setup 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...
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Last Updated: 08/04/2023
in Onboarding Setup 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...
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Last Updated: 08/03/2023
in Onboarding Setup 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.
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Last Updated: 08/02/2023
in Onboarding Setup 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 ....
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Last Updated: 07/31/2023
in Onboarding Setup Here are some quick instructions on how to Subscribe to Order Time and purchase additional services such as integrations.
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Last Updated: 07/28/2023
in Onboarding Setup The complete onboarding checklist for Order Time Inventory
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Last Updated: 07/28/2023
in Integrations A Sync Job is how Order Time controls what gets synchronized with your accounting system. A Sync Job will automatically be created if you enable scheduling . You can create a Sync Job manually as well. A Sync Job must be finished befor...
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Last Updated: 07/27/2023
in Integrations QuickBooks Online The following table shows the data that is shared with Order Time when it syncs with your accounting system. Entities are synced directionally, meaning that changes can be made in either program. Transactions, other than payments, are one-way. Thi...
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Last Updated: 07/27/2023
in Sales Overview Revenue is the lifeblood of any business. Having a well organized sales structure is imperative to success. The following flow chart shows the path of a customer order through its various stages until closure. Below we describe the colla...
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Last Updated: 07/27/2023
in Admin Form Templates Order Time offers options for customizing the Forms Templates that are used in different transactions. This will allow you to email and/or print the Forms out for your customers with the information that suits your needs. This article will gu...