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Viewing Company Order Totals and Dollar Values

Aptify automatically tracks the dollar values of orders placed on behalf of the company. The total ordered and the total balance due (if applicable) appear on the Companies record's Orders tab. These totals filter out any quotation or orders with an Order Status of Cancelled (not to be confused with a cancellation order).

Note that the Order Total and Balance Total are displayed in the company's preferred currency (if a preferred currency is not specified, then the system uses the company's credit limit currency). If a person has orders in different currencies, the system automatically converts those orders to the preferred currency using the most recent currency spot rate -information.

The Orders sub-tab lists all orders that the company has placed. The Quotations sub-tab lists all quotations that the company has requested.

Company Record with Credit Balance

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