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.
- Establishing a Prepaid Deposit GL Account
- Creating a Product Category for the Prepaid Deposit Product
- Creating the Prepaid Deposit Product
- Linking a Prepaid Deposit Product to a Payment Type
- Adding ACH Payment Type to Merchant Account
- Workflow for Processing an ACH Payment
- Cancelling an Order with an ACH Payment
- 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
- Shipping Information for Entire Order (One Shipment)
- Shipping Information for Multiple Shipments on One Order
- Overriding Calculated Shipping Charges
- Back-ordering Partial Shipments
- Placing an Entire Order on Back Order
- About Back Order Requirements
- Results of the Back-Order Process for Partial Shipments
- Marking Orders As Shipped on an Orders Record
- Marking Orders As Shipped from a View
- Filtering Orders Based on Date Shipped Field
- 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