About Order Entry Administration Services

Aptify includes the following administrative services related to the Order Entry system:

• Cancellation Reasons: This service stores the list of possible reasons why a customer/member may cancel an order. This list appears in the Cancellation Reason drop-down field on the Orders form and within the Order Cancellation wizard. An administrator can add or edit the cancellation reasons as needed. By default, this service appears in the Accounting and Administration - CRM applications. See About the Cancellation Reasons Form for details of this service's form.
• Invoice Messages: This service stores a list of messages that an order entry clerk can add to an Orders record's Invoice Messages tab. Typically, an administrator creates the Invoice Messages records, and then a user can select one or more of the stored messages to an order. The selected messages can then be included on the invoice sent to the customer. (An organization can write an invoice report that includes any messages on the invoice.)
  • See Adding Invoice Messages for information on how to add an invoice message to an order.
  • See About the Invoice Messages Form for information on the Invoice Messages record.
     
• Freight Methods: This service is not applicable to this version of Aptify.
• Merchant Accounts: This service stores information about the third party merchants that process electronic payments for the organization (such as PayPal). See Creating and Configuring Merchant Accounts for details.
• Order Balances: This service is not applicable to this version of Aptify.
• Order Sources: This service stores the list of possible values, such as email, Phone, or Web, that populate the Order Source drop-down field on the Orders form.
• Order Status Types: This service stores the list of possible values that populate the Order Status drop-down field on the Orders form (such as Taken and Shipped). Aptify recommends that you not modify any of the default status types since these records drive other functionality in the Order Entry system, however if you do need to make any changes please contact Support for assistance.
• Order Types: This service stores the list of possible values that populate the Order Type drop-down field on the Orders form (such as Regular and Quotation). Aptify recommends that you not modify any of the default order types since these records drive other functionality in the Order Entry system.
• Payment Status Types: This service stores the list of possible values that populate the Payment Status drop-down field on the Payments form (such as Pending and Posted). Aptify recommends that you not modify any of the default status types since these records drive other functionality in the Order Entry system.
• Payment Types: This service stores the list of payment types, including Purchase Order, Cash, Pre-paid Check, and credit cards. See About Sample Payment Types for general information on the standard payment types in Aptify. See Managing Payment Types for accounting and administrative information concerning this service.