Each order line within an order has an Order Lines record that stores additional information about the order. See Specifying Order Line Details for information on how to edit an order line using the Order Lines form.

Comments Tab

Comments

The Comments field contains any additional details relevant to the Order Lines record. All comments from the original order will flow into a cancellation order or a cloned order.

Comments External

Indicates whether the comments that appear in the Comments field are suitable for the customer to see. An organization can use this check box to filter comments that are printed to a customer report or are displayed to customers on an e-Business website.

General Tab

Quantity (required)

Quantity of items being purchased in the order line. This field populates automatically from the main Orders form, but may be edited.

Price (required)

Price of the item being purchased in the order line. This field populates automatically from the main Orders form, but may be edited.

Discount

Amount of any discount being applied to the order line. This field populates automatically from the main Orders form, but may be edited. This field is also populated when a user enters a valid campaign that provides a discount for the order line's product in the Campaign Code field.

Inventory Location

The inventory location from which the order line's product will be taken. If an organization is tracking inventory for the selected product, Aptify automatically identifies an inventory location from which inventory will be shipped for the product.

The system first tries to use the product's Default Inventory Location, as specified on the product's Inventory > General tab. If that location does not have enough inventory for the order line's quantity, the system attempt to identify another location that allows direct fulfillment and has sufficient inventory on hand to fill the order.

If modifying the Inventory Location, enter only a location that allows direct -fulfillment and that has sufficient inventory available to accommodate the order line's quantity. You will be unable to ship the order line if these requirements are not met.

Not Returned to Stock

When selected, this option specifies that the items returned by the customer should not be returned to inventory (most likely because they are damaged). Note that this option is only available for order lines on cancellation orders.

Campaign Code

Indicates if the order line is being ordered in response to a campaign. This field links to the Campaigns service. When a user enters a campaign in this field that provides a discount for the order line's product, Aptify automatically adds the applicable discount percentage to the Discount field.

Chapter

Specifies the chapter affiliation for this order line. This field is only applicable with Aptify's Chapter Management Add-On module.

Description

Description of the order line. This field populates automatically from the main Orders form with the description from the corresponding Products record, but may be edited.

Ship To Tab

Ship To

Specify the Ship To person if different from the Ship To person on the main order.

Ship To Address Toolbar

See Using the Address Management Toolbar for information on the buttons available on this toolbar.

Address Fields (Street, City, State, ZIP, County, Country)

The Ship To person's address information. These fields automatically populate when the Ship To person is entered using the Person's preferred address.

Shipment Type

This field specifies the shipping method to send the order line's products to the specified Ship To person. This drop-down list displays the records from the Shipment Types service. The Order Entry system automatically calculates the order line's applicable shipping charges based on the selected method. See Managing Shipping Charges for information on Shipment Types.