Updated Articles

  1. QuickBooks Desktop Sync Error - Transaction amount must be positive

    How to fix the QuickBooks Desktop sync error that states, "Transaction amount must be positive."
  2. Sales Rep

    Overview A Sales Rep is used to categorize sales by a Sales Person or Customer Service Representative (CSR).    Assigning Sales Reps A Sales Rep must be first assigned to either a Vendor or an   Employee or Other Name.  Once added,  you sel...
  3.  Webinar - Advanced Features of Production

    Our webinar from 5/20/2020 about the advanced features of production within Order Time Inventory. Learn how to drill down, flatten and split a work order.
  4. Linked POs and Drop Ship POs

    Overview A special order is a Purchase Order created when there is not enough inventory to fulfill an Order. The Purchase Order (PO) is linked to the Sales Order. This dependency will make one transaction rely on processing the PO. A dependency is...
  5. Adding New Events and Tasks

    Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...
  6. Custom Code, Integrations, and Custom Automation Rules (CAR)

    Order Time Inventory is a highly customizable system that can be tailored to meet the unique needs of our customers. Whether you need custom templates and forms, custom automation rules, or custom integrations, our team is here to help you achieve your goals.
  7.  Training - Creating a Disassembly

    How to create a manufacturing disassembly in Order Time Inventory. Break down your manufactured good into part items.
  8. Auto Email Customers on Shipping

    Order Time allows you to set up Alerts which can be used to automically email a customer an email template, PDF template and/or CSV template.
  9. Add Images to Reports

    Adding images for your Items to reports in Order Time.
  10. B2B Portal: Can Not See Customer Addresses

    Overview When a B2B Contact checks out on the B2B Portal and they cannot see the list of Company/Customer addresses to select one as the shipping address. Cause It is important to remember in Order Time a Contact and a Customer are two diffe...