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Last Updated: 01/23/2019
in Admin Activities 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 Activities sh...
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Last Updated: 01/23/2019
in Admin Activities 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...
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Last Updated: 01/22/2019
in Sales 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, direct mai...
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Last Updated: 01/22/2019
in Sales 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 Customer ...
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Last Updated: 01/22/2019
in Sales 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. ...
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Last Updated: 01/17/2019
in Warehouse 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 Move modul...
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Last Updated: 01/07/2019
in Onboarding Items 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...
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Last Updated: 11/14/2018
in API API Overview In general, entities are records used in transactions . For example, Part Item and Customer are both entities that are used in the Sales Order transaction. Whereas entities have a flat structure, transactions will have at least a Doc and...
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Version 1.0.18, Released August 29, 2018 - Known issues fixed and new features added as follows: Action Description Added Associate Purchase Orders to Sales Orders Added Preference for Suite # on the same line as the street Added...
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Version 1.0.20, Released October 31, 2018 - Known issues fixed and new features added as follows: Action Description Added Label Printing Added XERO Accounting Integration Added Change Status from List Added Inventory Movemen...