-
Last Updated: 05/06/2026
in Importing
Importing - Vendor
Purpose:
The Vendor Import Type is designed to allow users to use the import function to add new or update existing Vendor records.
Required Fields:
New Records: Name
Existing R...
-
Last Updated: 05/06/2026
in Importing
Importing - Transfer Line
Purpose:
This import is designed to add lines or update existing lines on a Transfer. For this to work the Transfer MUST already exist so that the Transfer number can be added as a field on the import ...
-
Last Updated: 05/06/2026
in Importing
Importing - Task
Purpose:
This import type is designed to allow a user to import Tasks in bulk.
Required Fields:
New Records: Activity Type, Subject, Assigned To, Due Date, Status
Existing Record...
-
Last Updated: 05/06/2026
in Importing
Importing - Ship Doc Line
Purpose:
This import is designed to add lines or update existing lines on an Ship Doc. For this to work he Ship Doc MUST already exist so that the Ship Doc number can be added as a field on the import ...
-
Last Updated: 05/06/2026
in Importing
Importing - Sales Order
Purpose:
This import allows a user to import to create or Edit the header of a Sales Order or multiple Sales Orders all at once.
Required Fields:
New Records: Customer, Ship To
...
-
Last Updated: 05/06/2026
in Importing
Importing - Ship Doc
Purpose:
This import allows a user to import to create or edit the header of a Ship Doc or multiple Ship Docs all at once.
Required Fields:
New Records: Is New, Customer, Location, ...
-
Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
AvaTax Workflow
Quote or Sales Order (optional)
You create a quote or sales order in Order Time as usual. Depending on your settings you either use the AvaTax button or change the Status of the quote to 'Sent' to estimate the tax. ...
-
Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
AvaTax Actions When AvaTax integration is enabled, you will see a new button on sales transactions: Sales Orders and Quote
Verify Address
Estimate Tax
Ship Docs and Customer Returns
Verify Address
Send uncommitted...
-
Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
Introduction to AvaTax
The integration with AvaTax , is a cloud-based sales and use tax system, serves two purposes:
Tax Estimation: It calculates the tax rate based on the Ship to Address (and sometimes the Ship from Location). ...
-
Last Updated: 04/30/2026
in Integrations AvaTax by Avalara
Customers and Items
Customers
The taxability of customers, like Order Time, is based on its Sales Tax code. Non, for non-taxable and Tax for taxable. In addition, AvaTax requires that the state of the customer’s shipping address is...