Taking Orders

In Aptify, orders are requests to supply products to customers in return for payment. Orders may be placed by individuals or companies. Products in Aptify may be objects (simple products), objects grouped in a specific way (kits), meeting registrations, exposition booths, or other items. This chapter discusses the most common order creation processes and covers these topic

• Entering Customer and Order Information
• Adding an Order Line
• Editing an Order Line
• Specifying Order Line Details
• Processing a Price Override or Adjustment
• Removing Order Lines
• Ordering a Product Group
• Ordering Kit Products
• Ordering Other Types of Products
• Specifying Shipping Information
• Adding Invoice Messages
• Specifying an Initial Payment
• Using the New Order Wizard
• Using the Bulk Order Wizard
• Entering a Quotation
• Editing Taken Orders
• Entering a Complimentary Order