Updated Articles

  1. Version 1.0.21

    Version 1.0.21, Released December 18, 2018 - Known issues fixed and new features added as follows: Action Description Added Preference to enter bill of material components as percentages. Added Preference to capture a signature o...
  2. Basic Object Types

    Basic Object Types ValidationResult EntityRef ListInfo FilterField SortField CustomFieldData Person Address Doc LineItem ValidationResult Property Data Type Description ProperyName String The name of the ...
  3. Tracking Work Orders

    Overview Tracking your Work Order is an essential part of your business model. Timing and production levels can be easily tracked in the system. Functions are available to view your production Work Orders Promise Date, Status, Instructions, etc. Th...
  4. Activity Overview

    Overview An Activity is a way to document an action that will occur or has occurred by one or more of your users. For example, if you want to remind a sales rep to follow up on an order, you would create a Task for the sales rep.  All Activiti...
  5. Viewing Assignments and Reminders

    Overview Order Time has the ability to support users in tracking assignments and and other tasks. The Activity Schedule (or calendar) is easy to use and serves different functions depending on your scheduling needs. You can use the different functi...
  6. Adding Leads

    Overview  A sales lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides contact information. Businesses gain access to sales leads through advertising, trade shows, direc...
  7. Adding Customers

    Overview A customer is needed to generate a Sales Order. If a customer contacts you for a Sales Order, Quote, or you just want to add them as a Lead, the system allows you add a customer quickly and easy to your database.  Adding a New Custo...
  8. Create a Sales Order

    Overview A sales order is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. The Sales Order is a confirmation document sent to the customers before delivering the goods or services. ...
  9. Create New Bin Move

    Overview Moving items from one bin to another can be easily completed in OrderTime.  A Bin Move allows you to complete the move, record the date in which it was completed, record the quantity.   Create New Bin Move The Create New Bin ...
  10. Item Barcodes in Order Time

    Order Time allows you to set up unique barcodes that can be used to streamline your process and avoid scanning multiple individual barcodes if a barcode on the outer packaging exists letting the system exactly how many units there are inside. You ca...