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.
Description
A description of the bulk order.
Attachments Tab
The Attachments This tab lists any files relevant to the Bulk Orders record.
Comments Tab
The Comments 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.
Date Entered
The date the bulk order was initially entered into the system.
Date Started
The date and time the bulk order process started.
Date Completed
The date and time the bulk order processing was completed. This field is only populated if the Status field is set to Completed.
Created By
The name of the employee who created the bulk order.
Order Date
The date that will be used as the Order Date on the generated orders.
Order Type
The order type for the orders to create (Regular or Quotation).
Auto Ship
Selecting this option automatically ships all orders generated by the bulk order. This option is only used if all products selected in the bulk order are enabled to be auto shipped.
Campaign
The name of the campaign associated with this bulk order, if applicable.
Default PO #
Used only if the default payment type is set to Purchase Order.
Approval Status
The approval status of the bulk order: Pending, Approved, or Rejected. Orders are generated when the Status is Ready and the Approval Status is set to Approved.
Approved By
The name of the employee that approved the bulk order.
Ship Type
The shipping type for the generated orders.
Contact Selection Mode
The Contact Selection Mode This field specifies different methods of selecting the person to use on generated company orders. The available modes are: Lowest ID, Highest ID, Primary Function, and Generic Person.
Contact Primary Function
When the Contact Selection Mode is set to Primary Function, this fields specifies the primary job function of the person to use on generated company orders. This field links to the Functions service.
Generic Person
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.
| Info |
|---|
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
The products This tab lists all products relevant to the Bulk Orders record. See About the Bulk Order Products Form.