Purpose and scope

Sales order processing is a key feature in Aphix WebShop.

Compile your order

Within Aphix WebShop, there are a variety of different ways that your customers can compile / create and place an order. These are:

  • Browse catalogue and use "Add to Cart" button to add products to the cart

  • Allow B2B and B2C customers to compile orders using a variety of options, including Quick Order, Order Lists, Spreadsheet Import and others.

Checkout

Once your order has been compiled, you can:

  • Place order into your ERP in real-time

Key points on integration

When your ERP is SAP Business One, a sales order is created in the Sales Order table which is linked to an existing Business Partner. The sales order contains a customer ref, line items, remarks, shipping type and other relevant details.

When your ERP is Intact iQ,a sales order is created which is linked to an existing Customer. The sales order contains a customer ref, line items, internal instructions, delivery agent / service and other relevant details.

When your ERP is Sage 200,a sales order is created which is linked to an existing Customer. The sales order contains a customer order number, line items, note, additional charges for delivery and other relevant details.

  • Enable guests compile orders and checkout with no account required

  • Enable B2B and B2C customers to have One page checkout

Once your customers have completed the checkout process fully the order is sent to your ERP in real-time.

Pay for your order

WebShop comes with a number of different workflows that allow you to accept payments:

  • Accept payment against a credit balance

  • Cash sales for your B2B customers via a payment gateway

Key points on integration

When your ERP is SAP Business One, an A/R reserve invoice with payment is created for the full value of the sale.

When your ERP is Intact iQ, a sales order, invoice and payment confirmation is created for the full value of the sale.

When your ERP is Sage 200, a sales order and a payment allocation is created for the full value of the sale.

  • Cash sales for your B2C customers via a payment gateway

Key points on integration

When your ERP is SAP Business One, a sales order, invoice and payment confirmation is created for the full value of the sale.

When your ERP is Intact iQ,a sales order, invoice and payment confirmation is created for the full value of the sale.

When your ERP is Sage 200,a sales order and a payment allocation is created for the full value of the sale.

  • B2B payment on account - workflow that allows your B2B customers to pay some or all of the balance on their account

Features that support sales order processing

Once your customers have placed their orders, they receive an automatic email with their order details. Additionally, you can:

  • Track orders in Aphix Management Interface

  • Implement an order approval process

  • Provide access to order history in your customer's WebShop dashboard

The purpose of this article is to outline its key benefits, and to provide a step by step guide for you to this feature.

Benefits

Key benefits of using sales order processing in WebShop are:

  • Fast and efficient way of placing orders. 

  • Reduces potential errors in placing orders because the order you place goes directly to your ERP with the appropriate status. Once the order has been placed in your ERP, it follows your business' order fulfillment process with no need to re-enter order data.

  • Easy to compile an order - search or browse the catalogue, use Quick Search or Order Lists, upload a spreadsheet containing product details, select from your favourites or recent orders.

  • Pricing and stock information are accurate and up-to-date since real-time price calculations are performed immediately prior to placing your order.

Introducing terms and concepts used in this article

Step by step

Step 1: Compile your order

Step 2: Checkout

Step 3: Pay for your order