Updated Articles

  1. Accounting Sync Job

    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 before ano...
  2. Data Integration

    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...
  3. Sales Cycle

    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...
  4. Overview - Form Template

    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 guide y...
  5. Lists

    Overview The lists are the jumping-off points to all the records in the software. On the left side of the screen you can access any list using the Open Full List drop down menu.  Full Lists A Full List provides direct access to your records s...
  6. Accounting Integration Overview

    Order Time offers efficiency by integrating with your accounting system. With accounting integration, transactions can be automatically posted avoiding duplicate effort and transposition errors.  Before you set up your Accounting Integration you sh...
  7. Locations

    Overview  Setting your warehouse location and assigning a bin location for your products is an essential function for your business.  Adding a warehouse and assigning a bin location for your products is an easy process.   Adding a New Location To...
  8. Quick Start Guide

    Thank you for registering for Order Time. At this point you are probably thinking, "Where do I go from here?" View our  Onboarding Checklist View our Planning to Go Live Article The first thing you need to do is upload, impor...
  9. Creating a Purchase Order

    To purchase Items from a Vendor using Order Time we will create a Purchase Order.
  10. Webhook

    Order Time can send you notifications of Alerts through an   end point that you host.      Here are the conditions of the web hook end point Type: POST HTTPS (NO HTTP) Basic Auth (Username and Password) When an alert is triggered from Order...