Questions by Category: "Orders app"

The Orders app of Apptivo allows users to set their own criteria to convert an order. When the order record satisfies the condition mentioned, then the convert button will appear on the...more

The Orders app of Apptivo allows you to print the orders as a PDF. Using this app, you can create PDF templates and determine the fields and sections to include in the PDF. Additionally...more

Apptivo’s Orders app allows customizing the Edit options based on the Order Statuses. You can enable to allow changes from the Apptivo’s Web version and the action would be applied ...more

The Order’s access level is an additional layer of security over the access roles provided to the employees. Enabling this setting will restrict access to individual orders, based on ...more

By using the Orders app of apptivo, you can create and store all your sales orders in one central place. The Apptivo Intelligence Dashboards for Orders app allows you to create custom d...more

The Orders app of Apptivo manages the records of the orders received from your customers. This app helps you to keep track of their order items and the warehouse of the items. Actions a...more

The Orders app of Apptivo allows you to manage the records of the orders from your customers. It also provides different advanced features for your order management. App Naming feature ...more

The Quick Link is a feature that is similar to a shortcut link that guides you for reference. You can add your own quick links by customizing the settings. It can be accessed immediatel...more

In order to use this Price Override feature, you need to configure the settings in the Orders App. Enabling this setting allows you to change the supplier cost when creating an Order. T...more

Create the filters in the Orders App and enable them to sort the orders according to your business requirements. This helps you to view the required orders quickly with a single click. ...more

You can create and manage your orders within Apptivo! By using Custom Conversion, you can convert the orders to other records. This feature helps you to save time by allowing you to pre...more

Reports in Apptivo Orders give you an overview of all the related Orders created. You can customize the Report Settings in order to hide or show the various kinds of reports. This also ...more

The SMS template feature of Apptivo is utilized while sending SMS as an action in Triggers. To use the SMS feature, it is necessary to add a phone number in the Contact Center App of Ap...more

Apptivo's Orders app allows you to create and manage your orders collectively. In addition to that, it allows you to configure multiple payment terms and methods based on your business ...more

UPS integration with Apptivo allows you to track and manage your orders with UPS directly within Apptivo, streamlining your business processes. With this integration, you can quickly an...more