Managing Orders

Aptify e-Business 6.3 and higher includes two top level actions for Company Administrators related to the Orders functionality. A Company Administrator can do the following

• View Order History for a Company
• Pay Open Invoices on behalf of other company persons

Examples of these features are included below:

• Paying Orders
• Viewing the Order History

Paying Orders

The Company Administrator also has the ability to pay open invoices on behalf of other company persons. The Company Administrator has the ability to pay invoices individually or to pay several at the same time completely or partially. The Pay Off Orders page includes a payment information section at the bottom of the page where the Company Administrator can provide the required payment details to complete the order(s).

To pay orders in Aptify e-Business, refer to the steps below:

1. Click Pay Off Orders button from the Company Administrator Dashboard page.
   The system displays a list of current unpaid invoices.
2. Select the orders for which payment needs to be made by checking the checkbox adjacent to the order ID.
   The pay amount field gets auto-populated with the full balance amount. If partial payment is to be made, enter the partial amount in the field.
   
3. Select the desired payment option and provide the required payment details.
   
4. Click Make My Payment to complete the order.

Aptify e-Business 6.3 introduces the ability to pay open invoices on behalf of other persons from all companies being managed by the Company Administrator, on the same page. This has been facilitated by the Switch Company dropdown containing all companies currently managed by the Company Administrator. On selecting a company from the dropdown, the Pay Off Orders page gets populated with all the open invoices specific to the persons of the selected company.

Viewing the Order History

By clicking the Order History button on the Company Administrator Dashboard page, e-Business displays a view of recent orders, (by default these will be sorted in descending order on the most recent data). The Company Administrator can sort the results by some of the columns, namely, Order Date, Ship To Name, and Balance. Clicking the Show Details button on each order displays a list of order lines for that order.

Note

By default, the Order History control retrieves all orders for the Web User's Company. However, if a particular company has a large number of orders, it may take longer than expected to load the grid. If your system has a large number of orders per company, you may want to modify the control to add additional filtering to return a smaller sub-set of Orders (such as Order placed in the last year or two).

Aptify e-Business 6.3 introduces the ability to view the order history for all the companies that the Company Administrator is managing on one page. This has been facilitated by the Switch Company dropdown containing all companies specifically managed by the Company Administrator. On selecting a company from the dropdown, the Order History page gets populated with the order history specific to the persons of the selected company.