Updated Articles

  1. Importing - Lot or Serial

    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...
  2. Importing - Log

    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 ...
  3. Importing - Location

    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: ...
  4. Importing - Lead

    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...
  5. Importing - Kit Selection

    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...
  6. Importing - Kit Item

    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: ...
  7. Importing - Kit Group

    Importing -Kit Group Purpose:  The Kit Group Import allows users to import to add or update Kit Groups in existing Kit type Items. Required Fields:  New Items: Kit Item, Type, Name Existing Lines: ID ...
  8. Importing - Job Item

    Importing - Job Item Purpose:  The Job Item Import type is used to create new Job items OR update existing Job items.  Required Fields:  New Items: Name, UOM or UOM SET, Group Existing Lines: ...
  9. 2Ship Integration Guide

    Learn how to integrate 2Ship with Order Time Inventory for improved shipping efficiency. This guide covers prerequisites, activation, configuration, setting up default shipping methods, filter application, document type enabling, custom field setup for 2Ship Shipment IDs, automated status changes, a
  10. Importing - Item Vendors

    Importing - Item Vendors Purpose:  The Item Vendors Import Type is designed to allow users to use the import function to add new or update existing Item Vendor records.  Required Fields:  New Records: Item, Vendor Existing ...