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Last Updated: 03/30/2026
in Importing
Importing - Part Item
Purpose:
This import type is designed to create new Part type items or update existing Part type items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Exi...
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Last Updated: 03/30/2026
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Importing - Package Item
Purpose:
This import is designed to add lines into a package on a Ship Doc.
Required Fields:
New records: Item, Line No. , Package Id
Existing records: N/A
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Last Updated: 03/30/2026
in Importing
Importing - Manufacturer
Purpose:
This import type is designed to allow a user to import Manufacturers into the profile list in bulk.
Required Fields:
New Records: Name
Existing Records: ID
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Last Updated: 03/30/2026
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Importing - Lot or Serial Qty
Purpose:
The Lot or Serial Qty import is designed to allow users to add Items, Lot or Serial number and Qty to existing transactions.
Required Fields:
New Records: Item, Lot/Ser...
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Last Updated: 03/30/2026
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Importing - Lot or Serial
Purpose:
The Lot or Serial import is to Update records using Id method only.
Required Fields:
New Records: N/A
Existing Lines: ID -- Follow the ID Metho...
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Last Updated: 03/30/2026
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Importing - Log
Purpose:
This import type is designed to allow a user to import Logs in bulk.
Required Fields:
New Records: Activity Type, Subject, Assigned To, Due Date
Existing Records: ID
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Last Updated: 03/30/2026
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Importing - Location
Purpose:
This import type allows users to add additional Locations into Order Time. You can also use the import to update existing Location information.
Required Fields:
New Items: ...
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Last Updated: 03/30/2026
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Importing - Lead
Purpose:
The Lead Import Type is designed to allow users to use the import function to add new Leads or update existing Lead records.
Required Fields:
New Customers: Name
Existing...
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Last Updated: 03/30/2026
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Importing - Kit Selection
Purpose:
The Kit Selection import allows users to import to add or update Kit Selections in an existing Kit Group. For this type of import you need the Group ID to identify which Group you are adding c...
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Last Updated: 03/30/2026
in Importing
Importing - Kit Item
Purpose:
The Kit Import type is used to Create new Kit type Items OR update Kit type items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Existing Lines: ...