An organization can use Bulk Orders to generate orders for the same product for multiple customers. See Using the Bulk Order Wizard for details.
Top Area
Name (required)
The name of the bulk order.
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A description of the bulk order.
Attachments Tab
This tab lists any files relevant to the Bulk Orders record.
Comments Tab
This tab lists comments relevant to the Bulk Orders record. All comments from the original order will flow into a cancellation order or a cloned order.
Customers Tab
This tab lists all customers and their respective products relevant to the Bulk Orders record. See About the Bulk Order Customers Form.
Error Description Tab
This tab lists all relevant errors to the Bulk Order when generated if applicable.
General Tab
Status
The status of the bulk order. Available options are Editing, Ready, In Progress, Completed, Cancelled, and Error.
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When the Contact Selection Mode is set to Generic Person, this fields specifies the person to use on all generated company orders. This field links to the Persons service.
Suppress Confirmation Email
This option, added in Aptify 5.5.2, stops an automated confirmation email from being sent to the customers.
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If a user is creating bulk orders with a status of Regular, the bulk order process sends emails to the recipients, since the Suppress Confirmation Emails option will be cleared on all of the generated orders. If this option is selected on the Bulk Orders form, it should be selected on all generated orders, so email messages are not sent to the customers. |
Products Tab
This tab lists all products relevant to the Bulk Orders record. See About the Bulk Order Products Form.