Note: Additional information about order processing is included below and in the Aptify End User Orientation Guide.
This release of Aptify includes order processing and a browser-friendly Orders form. The Orders form includes a streamlined Address information section and a drop-down section menu.
Figure 39 – Order Form Drop-Down Menu
The Orders form includes the Customer Information, Order line, and Payment and Summary areas in the Orders form with the ability to expand/collapse individual sections.
Figure 40 – Order Record Payment & Summary Expanded
- Note: The Order Total included in the Payment and Summary section of the Orders record will display on the right of the Payment & Summary bar even when collapsed.
Figure 41 - Order Total on Payment & Summary Bar
You can select a different Ship To Address using the Address Selector.
Figure 42 – Order Form Address Selector
Users can add order lines and edit directly using the Edit Order Line button or open the Order Lines record with the Open option.
- Note Concerning Displaying Additional Order Lines: Aptify recommends collapsing the Customer Information section once you have entered the appropriate information, to display additional order lines.
Figure 43 – Editing an Order Line Directly