Sales order processing (Aphix PocketShop)
Feature list
Compile your order
Within PocketShop, there are a variety of ways that your customers can compile and place an order. These are:
- Browse catalogue and use "Add to Cart" button to add products to the cart
- While offline, your customers can add products to the cart, and a total is calculated for the order using a previously synchronised copy of prices and stock
Checkout
Once the order has been compiled, we integrate checkout with your ERP. In practice, this means that customers can place the order directly into your ERP.
Pay for your order
PocketShop comes with two integrated workflows, allowing your customer's a speedier way of paying for their order:
- Accept payment against a credit balance
- Use our integration with SagePay payment gateway to accept payment from your customers.
Features that support sales order processing
Once your customers have placed their orders,
- You can track orders in Aphix Management Interface
- Your customers receive an automatic email with order details once it has been placed
- Your customers can view invoice and credit notes directly from their PocketShop dashboard
Want to find out more? Read the Feature guide: Sales order processing in Aphix PocketShop for more information.
What's standard in Aphix PocketShop?
| Feature | Aphix PocketShop | Key points on integration |
|---|---|---|
| Compile your order | ||
Browse catalogue and use "Add to Cart" button to add products to the cart |  | |
| Allows customers with accounts compile orders while offline | | Your customers can compile orders when and where it suits them, regardless of their internet connectivity. |
| Checkout | ||
Place order into your ERP in real-time | | 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. |
| Pay for your order | ||
| Accept payment against a credit balance | | |
Use our integration with SagePay payment gateway to accept payment from your customers. | | |
| Features that support your sales order process | ||
| Automatic email sent to your customers with order details once it has been placed | | |
| Your customers can view invoice and credit notes directly from their PocketShop Dashboard | | |
| You can track orders in Aphix Management Interface | | |
More detail
Compile your order
Let your customers browse your PocketShop, and then compile an order of products they wish to purchase. Here's more detail on the fatures that support you and your customers to compile orders quickly and efficiently:
Repeat ordering
Easily re-order from the Order History screen. Stock levels in your ERP are checked in real-time.
Recently-ordered products
Extract a list of recently-ordered products from your ERP in real-time. PocketShop scans through your recent orders, extracts and displays a list recently ordered products based on a customisable set of status which have been configured during PocketShop build.
Favourites
Stores your customer favourites, allowing your customers to easily find and place orders of their favourite products. Favourites are associated with a specific login.
Compiling orders while offline
While offline, your customer can compile orders using any of the above methods. A cart total is calculated using a previously synchronised copy of prices and stock.
Checkout
Your customer is ready to place their order, and that's where Aphix software comes into its own! Because it is integrated with your ERP, orders are placed into the sales order table in your ERP in real time. Here's more iinfomraiton about these features:
Place order
Real-time ordering from your PocketShop. Regardless of how the order is compiled or created, once your customer clicks "Place order", the appropriate web service call is made, and the order is added to your ERP in real-time.
Pay for your order
We integrate two payment processing workflows as standard into PocketShop. These are:
Accept payment against a credit balance
Assign your customer a credit amount, and allow them to place orders against that credit balance. Manage your customer's credit limits and balance in your ERP. When your customer places the order and accepts credit terms, WebShop seamlessly manages the transaction by extracting and using credit data from your ERP in real time.
Pay using SagePay payment gateway
Allow your customers to pay by credit or debit card through our integrated PCI compliant SagePay payment gateway.
Additional features that support sales order processing
We've got your covered with additional features that support your sales order process.
View commercial documents
Your customer can select to view invoices and credit notes by selecting Transactions in their PocketShop.
Track orders in Aphix Management Interface
The order administration section of your Aphix Management Interface allows you to
- create new order
- locate, filter and export order details by different criteria. Orders can be filtered by date, status and customer group.
