Using Order Entry
Describes how to use the Order Entry system found in Aptify to manage the order entry process for all product types to meet an organization’s customer or member service requirements.
- Getting Started with Using Order Entry
- How to Create An Order
- Taking Orders
- Shipping Orders and Placing Back Orders
- Processing Payments
- Cancelling Orders
- Entering and Fulfilling Standing Orders
- Administering Order Entry
- 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
- About the Bulk Order Customers Form
- About the Bulk Order Product Overrides Form
- About the Bulk Order Products Form
- About the Bulk Orders Form
- About the Cancellation Reasons Form
- About the Credit Card Types Form
- About the Invoice Messages Form
- About the Order Balances Form
- About the Order Lines Form