View Consolidated Profits
If you have multiple sites running ApeksOPS you can view consolidated profits across all sites. See Appendix E for how to configure your system to do this.
Archives Knowledge Base
View Profits
View your profits by going to ApeksOPS > View Profits, choosing a date range, and clicking “Go”. Download to Excel for further analysis, graphing, etc.
Sales Analysis
Analyze your sales by going to ApeksOPS > Sales and Invoices > Sales Analysis. Click on a sales quantity to drill down and see the customers who bought a particular product. Click on a customer to drill down and see…
Display Status to Customer in their “My Account” Page.
ApeksOPS can optionally show the customer the financial status of their orders, as well as their current balance and credit limit, in the WooCommerce “My Account” page, Orders tab. To turn this on, go to ApeksOPS > Settings, and set…
View Customer’s Financial Status Before Shipping Goods
The Fulfillment page displays the financial status of each order, based on the customer’s credit limit and current balance, and the value of the order.
Enter Payments and Prepayments
To enter a payment, go to ApeksOPS > Customer and click the “Account” link for a customer. Then click “Add Entry”.
Maintain Customer AR Details
To update a customer’s AR details, including their credit limit, go to ApeksOPS > Customers and click the “Account” link next to the customer. Then click “Customer AR Details”.
View Customer’s Account
To view a customer’s account including all entries and current balance, go to ApeksOPS > Customers and click the “Account” link next to the customer.
View Customer Balances
Each customer’s AR balance is shown in ApeksOPS > Customers.
Track AR Invoice Entries
As you enter shipped quantities via the Fulfillment module, “Shipment” records are created automatically (which you can view via ApeksOPS > Fulfillment > View Shipments). To create an AR invoice entry for a shipment, merely edit the shipment and set…
