Page Comparison

• You can open the record from a view of Orders
• You can also select a record in the view and select the Ship Partial Wizard from the More drop-down.
• If needed you can specify information like the package tracking numbers, etc. you can do so on the Shipping tab.
  • See  for information on the Shipping tab's fields. 
    
    

Click the Ship Partial button, found to the right of the Order Status field in the order's Payment & Summary area.

• This button opens the Ship Partial wizard, which displays the order's order lines, the quantity on each order line, and the Inventory Location from which the order line's units will be deducted (if applicable).

  In the Aptify web interface, if you select Shipped as the Order Status and saves the order, Aptify will attempt to ship the entire order. If there is not enough inventory, the order will not ship, a message will be displayed, and you will not be given an opportunity to perform a partial shipment.
  
  To launch the Ship Partial wizard to only ship specific order lines, you must click the Ship Partial button.

  
  

• Click the Edit button to modify the quantity shipped (as illustrated below) and to select the appropriate inventory location. Then click Update to save the changes (as shown below). 
  
  
  
   

• If the Quantity Shipped is less than the Quantity for any of the order lines, Aptify displays a screen indicating that one or more back orders will be created, as shown below. 
• If you want to change any of the quantities you enter, click Back to return to the previous step.
• If none of the quantities are changed then Aptify displays a screen indicating that a back order is not needed. Click Next to ship the entire order or Back to change your entries.
   

• This option only displays if the ShippedorTaken attribute is set to true on the Orders entity. See the ShippedorTaken attribute in for more details.
  
  
  
  

  Known Issue: Shipping May Be Recalculated

   With Aptify 5.5.4, there is a known issue where shipping may be recalculated if the original order is not shipped. Aptify is working to resolve this issue in a future release. Contact Aptify Technical Support for updates.

  
   

• If the initial payment on the original order was made using a credit card, a separate credit payment is created for the back order.
  • In this case, the amount of the credit card payment on the original order is reduced by the amount of the back order, and a new credit card payment is created and applied to the back order. 

• If needed you can specify information like the package tracking numbers, etc. you can do so on the Shipping tab.
• See  for information on the Shipping tab's fields. 
   

• This button opens the Aptify Line Shipping dialog, which displays the order's order lines, the quantity on each order line, and the Inventory Location from which the order line's units will be deducted (if applicable).
• You can also open the Aptify Line Shipping dialog using one of these methods:
  • Method 1: Change the Order Status on the Order Status from Taken to Shipped. When asked if all of the items have shipped, click No to open the Aptify Line Shipping dialog.
  • Method 2: If the Orders record is not currently opened, select it in a view. Then, right-click within the view and choose Orders Options > Create Back Orders... from the pop-up menu to open the Aptify Line Shipping dialog. See the figure below for an example. Note that you should only have one record selected in the view when choosing this option.
    
    

• The Quantity Shipped you enter must be less than or equal to the number of units currently available at the selected Inventory Location.
• The Quantity Shipped you enter must be less than or equal to the number of units in the Quantity column (which is the quantity specified on the order line). 
   

• If the Quantity Shipped is less than the Quantity for any of the order lines, Aptify displays a message indicating that one or more back orders will be created, as shown below.
• If you want to change any of the quantities you enter, click Cancel to return to the Aptify Line Shipping dialog.
• If none of the quantities are changed then Aptify displays a message indicating that a back order is not needed. Click OK to ship the entire order or Cancel to change your entries.
  
  
   

• This option only displays if the ShippedorTaken attribute is set to true on the Orders entity. See the ShippedorTaken attribute in for more details.
  
  

  Hiding New Payment Prompt

  Starting with Aptify 5.5.4, you can choose to leave an original order as taken. In addition, an administrator can configure your system to hide the new payment confirmation dialog which can be useful when taken orders are automatically shipped off hours. Note that if you choose to hide this prompt a new payment is always created.

  Known Issue: Shipping May Be Recalculated

   With Aptify 5.5.4, there is a known issue where shipping may be recalculated if the original order is not shipped. Aptify is working to resolve this issue in a future release. Contact Aptify Technical Support for updates.

, depending on your organization's business rules.

• Click Yes to create a separate credit card payment for the back order.
  • In this case, the amount of the credit card payment on the original order is reduced by the amount of the back order, and a new credit card payment is created and applied to the back order.
     
• Click No to leave the amount of the credit card payment on the original order unchanged.
  • Use this option if the customer/member only made a partial initial credit card payment.

  • In this case, Aptify automatically creates a credit memo payment to apply the funds from the original order to the back order. This is Aptify's standard behavior for orders that have been paid by pre-paid check or cash.