Viewing Person Order Totals and Dollar Values

Aptify automatically tracks the value of orders placed by a person. The total ordered and the total balance due (if applicable) appear on the Persons record's Orders tab. These totals filter out any quotation or orders with an Order Status of Cancelled (not to be confused with a cancellation order).  

Note that the Order Total and Balance Total are displayed in the person's preferred currency (if a preferred currency is not specified, then the system uses the person's credit limit currency). If a person has orders in those currencies, the system automatically converts those orders to the preferred currency using the most recent currency spot rate information.

The Orders sub-tab lists all orders that the person has placed and displays the total value of that order and the current balance due. The Quotations sub-tab lists all quotations that the person has requested.

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