Manage Accounts Receivable
If you sell on credit, you can use the ApeksOPS Accounts Receivable module to track outstanding customer balances and manage credit limits.
Archives Knowledge Base
Invoice Customers
Review unpaid invoices by going to ApeksOPS > Sales and Invoices > Unpaid Invoices. Get an invoice PDF to send to the customer by going to ApeksOPS > Sales and Invoices > Unpaid Invoices > View Order and clicking Download…
Drop Shipments
To quickly create a Purchase Order from a WooCommerce Sales Order, that you want the supplier to ship directly to the customer, go to ApeksOPS > Fulfillment, and click Edit on the order. Click “Drop Ship”. A new Purchase Order…
Assemble Assemblies (Bill of Materials / Product Levels)
If you have defined assemblies (see the “Sell” section above) and orders have been placed for them, the bundle breakdowns are automatically shown when you view a Sales Order via the “Unfulfilled Sales Order” page. In addition, the bundle breakdown…
Serial/Lot Entry
If the product has “Serial/Lot Tracking” set to “Lot” or “Serial”, you can enter the serial / lot numbers being fulfilled underneath the Order Line details. Once you’re satisfied with the amount of stock to be picked and packed for…
Allocation (Product Rationing)
If your business often encounters a situation where there is not enough stock on hand to satisfy multiple orders (e.g. if there are supply chain issues and difficulty buying stock in a timely fashion), you may wish to allocate portions…
Show Customers Their Shipments in “My Account”
ApeksOPS can optionally display a customer’s shipments on their WooCommerce “My Account” page. To turn this option on, go to ApeksOPS > Settings and set “Show Shipments to Customer” to “Yes”. This will add a “Shipments” tab to the “My…
Integration with Shipping Plugins
If you use a shipping plugin to handle the process of physically delivering goods, ApeksOPS offers options to integrate with the plugin. If your shipping plugin works with whole WC orders (as opposed to providing multiple shipments per order), go…
Shipments
When goods are shipped, return to the “Sales Order Fulfillment” page for each order and enter the quantity that was shipped. (Note: If you often do partial shipments you may want to enter an incremental quantity for each shipment rather…
Packing Lists
Once you’ve checked and possibly altered the quantities to pick, return to the “Unfulfilled Sales Orders” page and click “Packing Lists” to produce a PDF.
