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About the Bulk Orders Form

An organization can use Bulk Orders to generate orders for the same product for multiple customers. See Using the Bulk Order Wizard for details.

Bulk Orders Form

Top Area

Name (required)

The name of the bulk order.

Description

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.

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

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.

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.

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