Getting Started with Using Order Entry

The purpose of this topic is to describe how to process orders and payments in Aptify. This topic also includes background information about the Order Entry application and descriptions of the forms used by the related services.

Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.

This topic contains the following sub-topics on the Order Entry system:

• How to Create An Order
• Taking Orders
  • Entering Customer and Order Information
  • Adding an Order Line
  • Editing an Order Line
  • Specifying Order Line Details
  • Processing a Price Override or Adjustment
  • Removing Order Lines
  • Ordering a Product Group
  • Ordering Kit Products
  • Ordering Other Types of Products
  • Specifying Shipping Information
  • Adding Invoice Messages
  • Specifying an Initial Payment
  • Using the New Order Wizard
  • Using the Bulk Order Wizard
  • Entering a Quotation
  • Editing Taken Orders
  • Entering a Complimentary Order
• Shipping Orders and Placing Back Orders
  • Automatically Shipping Orders
  • Manually Shipping Entire Orders
  • Specifying an Inventory Location When Shipping an Order
  • Placing Back-Orders
  • Processing Drop Shipment Orders
  • Recording Shipping Information and Overriding Charges
  • About the Ship Order Process
• Processing Payments
  • How to Process Payments
  • Recording Payments Using the Payments Service
  • Recording a Payment in a Different Currency than the Order
  • Using the Bulk Write-Off Wizard
  • Using the Invoice Consolidation Wizard
  • Using the Automated Clearinghouse Payment Type
  • Managing Payment Deposits
  • Processing a Non-Sufficient Funds Check
  • Managing Payment Types
  • About Sample Payment Types
  • About Payment Statuses
• Cancelling Orders
  • Cancelling a Shipped Order
  • Cancelling a Taken Order
• Entering and Fulfilling Standing Orders
  • Entering Standing Orders
  • Fulfilling Standing Orders
  • Standing Order Process Overview
• Administering Order Entry
  • About Order Entry Administration Services
  • About Orders Entity Attributes
  • About Payments Entity Attributes
  • About the Payment Information Service
  • Granting Access for Credit Card Number Encryption
  • Setting Up a Cancellation Fee Product
• Understanding Order Entry
  • About the Order Entry Services
  • Understanding the Relationship between Persons, Companies, and Orders
  • Anatomy of the Orders Form
  • Understanding the Initial Order Save Process
  • Understanding the Company Order Flow Downs
  • Understanding the Aptify Pricing Model
  • Navigating the Orders Form Using Hot Keys
  • Understanding Orders View Options
  • Understanding Order Entry Wizards
  • Understanding the Order Entry User Role-based Profile
  • Understanding the Warehouse User Role-based Profile
  • About Order Entry Forms