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Required Fields for Order Entry

During order entry, dispatchers may unintentionally leave important fields blank. OnTime offers an option to set order entry requirements on global and customer levels, issuing an alert if a required field is not filled on a particular type of order. OnTime's required fields feature offers multiple levels of customization. This feature will ensure that orders are filled out completely from the very start.

To set required fields at the global level (apply to every order, regardless of the customer)

  1. Start OnTime Management Suite.
  2. Go to the Home tab and choose General Options.
  3. Select the Order Entry tab and click the button labeled Configure Required Fields to choose the fields that should be required.

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To set required fields at the customer level (apply when creating an order for specific users)

  1. Start OnTime Management Suite.
  2. Navigate to the Customers list.
  3. Open the customer whose required fields you want to set.
  4. Select the General tab and click the button labeled Configure Required Fields to choose the fields that should be required.

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If you have required fields set at both the global and customer level, the requirements are combined and both apply.

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