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Last Updated: 03/29/2026
in Importing Importing - Customer Category Purpose: The Customer Category Import Type is designed to allow users to use the import function to add new or update existing Customer Category records. Required Fields:
New Customer Category: Cust...
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Last Updated: 03/29/2026
in Importing Importing - Customer Alias Purpose: The Customer Alias Import Type is designed to allow users to use the import function to add new or update existing Customer Alias records. Required Fields:
New Customer Alias: Item, Customer, ...
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Last Updated: 03/29/2026
in Importing
Importing - Customer Address Purpose: The Customer Address Import Type is designed to allow users to use the import function to add new or update existing Customer Address records. Required Fields:
New Customer Addresses: Name...
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Last Updated: 03/29/2026
in Importing
Importing - Customer
Purpose:
The Customer Import Type is designed to allow users to use the import function to add new or update existing customer records.
Required Fields:
New Customers: Name
Ex...
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Last Updated: 03/29/2026
in Importing
Importing - Count Line
Purpose: This import type is designed to update an existing Count in Order Time. Keep in mind not every Item on the count must be updated. Required Fields: Updating Existing Lines: ID, Quantity in Syste...
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Last Updated: 03/29/2026
in Importing
Importing - Contact
Purpose:
This import type allows users to add contacts into Order Time. You can also use the import to update existing Contact records.
Required Fields:
New Contacts: Name (name of c...
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Last Updated: 03/23/2026
in Importing Importing - Consignment Line Item Purpose: This import is designed to add lines or update existing lines on an consignment. For this to work The Consignment MUST already exist so that the Consignment number can be added as a field on the imp...
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For those who are not syncing inventory with their accounting software, the accounts used in the proxies become very important. A proxy is a non-inventory item used to record transactions in QuickBooks or Xero. There is no limit to the numbe...
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Last Updated: 02/19/2026
in Reports Here we provide the steps on how to create an Inventory Valuation report that is populated up to a specific date.
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The template editor has been temporality disabled. Please create the email as usual and before sending, email support the contents and the name of the template. Provide the fields that you would like to automatically fill in as well. In addi...