Webinar - Order Time Version 1.0.28 + B2B Portal 1.1 - What's New?

Webinar Notes: 

Order Time - New Version of Order Time + B2B Portal

• New Version Release Notes: https://help.ordertime.com/help/version-1028
• New B2B Version Release Notes: https://help.ordertime.com/help/b2b-version-11
• Docusign Integration is in beta, and allows you to get signatures.
• More information on the integration with FreightPrint: https://info.ordertime.com/freightprint 
  • Shipping integration for truck loads and freight shipping
• Email Templates  
  • You can toggle between HTML and Text
  • It gives you a Rich Text Editor with Tokens for custom marketing emails
  • Can add a default BCC to all emails as well
• Custom Reporting 
  • The Matrix Reports can be customized with dates as your pivot
  • Inventory Ledger Report, new type: Ledger 
    • Customer Ledger
    • Inventory Movement with Bins
    • Inventory Movement by Location
    • Has a starting and running balance
• Batch Actions on Customer Returns are in
• Changing the Statuses on Activities using Batch Actions from the Activity List
• A total of all Records is now on the bottom of all Lists
• The Sales Charts are now more detailed and load faster
• If you go to the Page Layouts for Sales Orders - Details Page 
  • Total Margin
  • Total Margin Percentage
  • Total Markup
  • and more have been added, you can drag and drop them into the layout of your Sales Orders
• Most of the errors and bugs that were fixed were hotfixed at different times during the production cycle, but they were just notated during this patch release.
• B2B Portal 
  • Under Customer Types you can define the Price Level, Terms, and Categories
  • If you have it set to allow the Customer to Self-Register, you can change which Customer Type these Customers will end up as under the B2B Portal - General Settings.
  • You can turn off ordering so that they can just use it as basically a catalog.
  • There are new fields to allow a Customer to enter a Memo
  • There are new fields to allow a Customer to enter a Promise Date
  • Under the Sales Tab, you can view all Carts in B2B by going to the bottom-right in the Quick Links and clicking on the link that says Carts
  • You can now filter what the Customers can see by the Customer Categories or the Customer Price Level.
• In the newest version of our iPhone app, you can check out a Purchase Order, check out the products, scan them in, and it creates the Purchase Order.
• If you have any questions about today's webinar, send us an email at support@ordertime.com

• Past Webinars 

  • Head here to see all Past Webinars: https://help.ordertime.com/help/past-webinars
  • Today's webinar will be up in a few days!

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For sales inquiries email: kimk@numbercruncher.com

Toll Free 866-278-6243 X 335

Direct Line 954-302-6335 

If you have any questions you'd like answered or topics for future webinars, send them to me at michael@ordertime.com

As always, direct support-related queries to: support@ordertime.com