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.
- 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
- Note Concerning Orders That Are No Longer Complimentary
- Manually Changing a Quotation to a Regular Order
- Changing a Quotation to a Regular Order by Applying a Payment
- Applying a Partial Initial Payment
- Applying a Partial Payment Using a Credit Memo
- Paying an Order in Full
- Paying On Account Using a Purchase Order
- Recording a Payment Schedule
- Understanding Order Credit
- Adjusting a Price
- About Price Override Permissions