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• Orders can be placed for multiple and diverse products on the same invoice.
• The Orders and Payments records automatically pull in address information from customer records for both shipping and billing addresses, which saves order processing time.
• Pricing information is automatically pulled from a Products record. Each product can be configured to have any number of pricing options, which can be associated with different marketing campaigns and member/customer types. The Order Entry system has logic that automatically selects the best price each customer or member is eligible for and also allows for price overrides with appropriate permissions.
• The Order Entry system automatically creates back orders for products that are not -currently in stock. The shipping status for regular and back-ordered items is maintained separately so that partial orders can be shipped and invoiced.
• Income from certain items, such as membership dues and subscription orders, is earned over time and therefore should not be entirely recognized at the time of the order. To accommodate this, Aptify has a deferred income option that can automatically generate scheduled transactions over a given time period to recognize the income as it is earned.

This chapter topic contains the following information on the Order Entry system:

• Order Process Overview: This section provides an overview of the general procedure for entering an order in Aptify.
• Anatomy of the Orders Form: This section describes the layout of the Orders form.
• Navigate the Orders Form Using Hot Keys: This section describes how to navigate Orders form without using a mouse to rapidly enter order information.
• Navigate the Orders Form Using Hot Keys: This section provides an overview of the role-based profile that Aptify designed for order entry users.
• Warehouse User Role-based Profile: This section provides an overview of the role-based profile that Aptify designed for warehouse users.
• Order Entry Services: This section describes the services that comprise the Order Entry and Order Entry Administration applications, by default.
• Order Entry Wizards: This section provides an overview of the wizards that are available in the Order Entry application.
• Orders View Options: This section describes the Orders Options that appear in the rightclick menu of an Orders view.
• Order Entry Topics: This section provides an overview of the other chapters in this guide.

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