Questions by Category: "Orders"

As you all know, taxes can be created and charged for your products/services in the Orders Line level. Now consider the scenario where you would want a separate line for the tax amount ...more

One of the effective features in the Orders App is that, an admin can restrict his/her employees from performing certain actions which are of admin oriented. For instance: Consider the ...more

By default, when selecting an item during the creation of orders, it pulls in the price of that item that is configured in the Items App. For instance: Consider a Sales Manager (Katie D...more

Orders App includes all the details of the Purchase orders placed by the Customers to the company. It is vital for any business to provide items/products promptly to the customer on the...more

Orders App helps in creating and viewing all the details of the orders placed by the Customers to the company. It is vital for any business to have a detailed note of items/products sol...more

Apptivo Orders App helps the E-commerce users to define their own preferred credit card charge points, for the orders placed by their customers. Charge Point of the credit card, points ...more

There are several automatic email notifications sent out to customers when processing orders using the Apptivo system. These emails are most commonly sent after a specific action on an ...more

Shipping Fee – It allows you to set a flat fee for all shipments, an auto-calculated shipping fee based on configuration, or allowing the user to select a method from your available s...more

A custom view is a feature that lets you search & filter the list of Orders, and then select the columns you want and save a shortcut to view for later. This view feature is standar...more

If you haven’t read about converting leads yet, please go through our Answers sections to understand how to convert leads. The sales process work in three phases. Lead Opportunity Ord...more

The Views are basically more like filters which can be easily accessed in the Left Navigation panel. They can be configured and set as per your needs in the Left navigation of the Order...more

Apptivo provides Grouping attribute option to import the table attribute data. Grouping attribute takes the attribute values and puts them into groups, with each group given a unique na...more

Order status lists the orders based on Shipment status. To ship a backorder, you need to increase the units of the items using the Receiving app. Only then the backorders can be shipped...more

The Email Templates are nothing but pre-organized message layouts that can be used at the time of sending out emails, giving a professional look. Besides providing some standard default...more

Customizing the Orders List Layout helps you to change and view the fields of your preferred choice in table format. The Orders List Layouts are used for displaying particular informati...more

It allows you to choose the method or the way to ship the items using Orders App. Self Shipping Method Here you can define your own shipping methods, which are not related to a specific...more

Orders App An Important feature in the supply chain management is orders app.  More apps connect with orders, you could convert an Opportunity in to an order or you could convert a wor...more

The Account option controls which fields can be managed by the customer in their "My account" page on an e-commerce website. Steps to Customize E-Commerce Account Options Log in and acc...more

Orders App has a prominent feature that allows you to convert the existing Order to Invoice to generate invoices for the same. These invoices can be send through email or printed as PDF...more

In General, Shipping Method allows you to choose the method or the way to ship the items using Orders App. Provider Shipping Methods This is a list of shipping methods made available th...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

Order payment method provides you a set of standard payment outlets for your customer payments. Apart from that, you can add your own payment method if you would like. Steps to Customiz...more

Quick Links in the Orders App home page contains several links which guide you for referring various links. You can also add your own quick links by customizing the settings.Steps to Ad...more

Master layout or Custom attributes are nothing but the fields which are unique on your Orders App. They can be created, modified and customized. You will also find your attributes of di...more

Steps to Customize Shipping Parameters Log in and access Orders App from your universal navigation menu bar. Click on "More ->Settings" icon located at the App header bar. You will ...more

Payment term allows you to set customer payment periods. It may be immediate, one month due or any custom length. You can select from one of the default values or create your own paymen...more

While creating Orders, the items can be included in the following two ways: Search and Select Existing Items Creating new Items Search and Select the Existing Items Create an Order. In ...more

Apptivo Newsfeed is the constant update of happenings which is used to display the current activities. We have a brand new update on Newsfeed as side panel view that is supported in Est...more

The line number must be auto-generated. This can be enhanced with the counter attribute and give an option available to add an attribute in the prefix section. Each line numbers are uni...more

Reports are an essential requirement for any business, as they analyze the overall data and productivity giving insightful results. The reports are generally produced to see and break d...more

Generating barcode can be used to scan the generated barcode from the printed Purchase Orders or Orders and it would deliver the Purchase Order or Order number to the device that it is ...more

Orders App shows the list of all orders placed by your customers. You can customize Orders App to set as per your business needs. As per government norms, products and services should b...more

Customizing Collaboration is the General setting which allows you to show or hide the common attributes present in the Orders App. Collaboration includes News feed, Calendar, Follo...more

Once the order is Booked, you can generate a packing slip for that particular order by using "Packing Slip" button. A packing slip is just a PDF which contains the particulars of the or...more

In the Orders App, for every order placed an order number will be generated for reference purpose. This order numbers can be manually recorded or automatically generated. Steps to Custo...more

By customizing E-commerce, it determines how long the items will remain in customer's shopping cart of your website. During this period, users can leave the website, and their items wil...more

Pricing feature helps you to define more than one price for a single item. I.e You could set different prices for a single item for different customers. Orders App allows you to configu...more

The process of numbering your orders is necessary and offers an easy way to identify the orders using the numbers associated. These are unique numbers that helps you to retrieve the ord...more

Invoices App allows you to produce an invoice indicating the products or items ordered. The items which are ordered can be invoiced to the customer. Steps to Create an Invoice from Orde...more

Most of the companies do not have much anticipation of how their items or products move. A backorder is an order, which cannot be fulfilled at the current time. Apptivo gives you the ab...more

Orders App Settings Orders App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the App. Log in and access Orders App...more

Orders app integration Orders App integrates with Inventory, Customers, Shipments, Invoices, Opportunities, Contacts, Items, Receivables and Sales Receipts app. Orders app accurately r...more

Orders App allows you to view the orders which are awaiting for shipment using "Orders awaiting shipment" button. Steps to view Orders awaiting Shipment Log in and access Orders App fro...more

Orders App allows you to create a new order. If you want to make some changes in the created order you can change it using "Edit" option instead of deleting it and creating a new one. S...more

Orders App allows you to view the unpaid orders using the "Unpaid orders" option,  which will be available in the Left navigation panel. You can also create a "Packing slip" or the or...more

Orders App allows you to cancel the order which is created by you. The orders which are canceled will be immediately stored under "canceled" tab. Steps to Cancel an Order Login and acc...more

Sales Receipt:Invoices and Sales receipts both may looks similar. But, the difference is Invoices are used to track the payments made, whereas Sales Receipts are used to record the deta...more

Orders app helps to include all the details of the purchase made by the customers in the company. It also helps in searching for the orders placed by the customers and hence allows you...more

Pick release is the process by which the items on the sales order are taken out from inventory. To Ship an order, you need to "Pick Release" the order first. Once the order is pick rele...more

Steps to View Shipped Orders Login and access to Orders App from your universal navigation menu bar. Click on “Shipped Orders” from the left navigation panel.  You can view all s...more

Steps to View Paid Orders Log in and access Orders App from your universal navigation menu bar. Click on “Paid Orders” from the left navigation panel.  You can view all paid orders...more

The Orders App includes all the details of Purchase Orders made by the Customer to the Company. It’s vital for any Business to provide Items/Products promptly to the Customer based on...more

Orders app allows you to reuse the existing order’s details by duplicating an order. Instead of creating a new order with the same supplier information and item details you can duplic...more

News Feed By default each and every event will be displayed in News feed on the Orders home dashboard. This significant feature is common in every App. You can stop displaying them by ...more

To Ship an Order, you need to "Pick Release" it. Once an order is Pick Released then the order is ready to Ship. Steps to Ship an Order Log in and access Orders App from your universa...more