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Last Updated: 05/31/2019
Overview Item Groups are used to categorize Items . An Item's Group also pre-defines certain properties such as Type, Unit of Measure and Accounts. Creating Item Groups To create an Item Group, from the Home Pag...
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Last Updated: 05/31/2019
in Sales Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...
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Last Updated: 05/31/2019
Overview The Customer Types Profile List is a handy way of categorizing your customer base into two or more types. Keeping track of your Customer Types can greatly increase the usefulness of your reporting, allowing you to target specific niche mar...
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Last Updated: 05/31/2019
Overview The Lead Statuses Profile List is used to set up different statuses that can be assigned to leads in the system. These can be used to trace where in the pipeline the lead currently is (i.e. which are your new leads, which need follow ups, ...
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Last Updated: 05/31/2019
Overview Sales tax codes are used to determine whether an item and/or a customer is taxable. If you integrate with QuickBooks Online, you cannot modify the item sales tax or tax codes in Order Time inventory. QuickBooks Online does not have an ...
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Last Updated: 05/31/2019
Overview The Discount profile list allows you to come up with general discounts that can be applied to specific orders. This differs from the Price Levels discounts, as it is applied to the entire order , and can in fact be combined
with ...
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Last Updated: 05/31/2019
Overview The Freight On Board (FOB) profile list allows you to establish a set of custom rules indicating at what point in the shipping process that you have fulfilled your obligations as a seller. Freight On Board set up To access the FOB ...
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Last Updated: 05/31/2019
Overview In order to ship your products through the software, you need to setup your company's Shipping Carrier Accounts by obtaining shipping rates from the 3 major carriers: FedEx, UPS and USPS. Adding a Shipping Carrier Account &nbs...
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Last Updated: 05/31/2019
Overview The Filter List option section allows you to filter list results and only view the information that's critical to you, by setting the parameters for what information is shown. To modify your Filter Lists, click on t...
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Last Updated: 05/31/2019
Overview Some lists of values can be very long and cumbersome to find and select. To make selecting values easier, use the Search feature. On each Full List there is a search bar that is used for text searches. Using the Search Listing Once you...