Fulfill sales orders by going to ApeksOPS > Fulfillment. This shows you all orders that are yet to be fulfilled. The “Packable” column shows which orders can be packed based on current stock levels. ApeksOPS allocates stock to orders in […]
Archives: Knowledge Base
Calculate Sales Commissions
If you are using the Fulfillment module to fulfill orders, you can use ApeksOPS to calculate sales commissions. Firstly set up your sales agents by going to ApeksOPS > Customers > Sales Agents. Now allocate agents to customers by going […]
Track Sales
Track what has been sold using the Sales and Invoices page (ApeksOPS > Sales and Invoices). As sales are made through WooCommerce, inventory transactions are automatically recorded in ApeksOPS. These can be viewed by going to ApeksOPS > Inventory Levels […]
Define and Sell Assemblies (Bill of Materials / Product Levels)
If you have products that are made up of other products and sold as a bundle or a kit, you can define your assemblies via ApeksOPS > Inventory >Assemblies. As soon as you define assemblies in this way (with “Manage […]
Manage Sale Orders
ApeksOPS allows you to enter, modify, and delete orders directly, as an alternative to using the WooCommerce Orders page. To do this go to ApeksOPS > Sales and Invoices > Manage Orders.
Enter Preorders
If your customers notify you of upcoming orders, or if you would like to enter forecasted orders, go to ApeksOPS > Sales and Invoices > Preorders. There are two types of pre-orders: Firm and Forecast Only. You can have WooCommerce […]
Review Pricing
As you enter the Purchase Order Receipt (and also earlier on when entering the Purchase Order), ApeksOPS allows you to view the new Margin % and to update the Product’s Retail Price if necessary (i.e. the WooCommerce Regular Price). If […]
Assembled Products (Assemblies)
For assemblies that do not have a “Manage Manufacturing With Work Orders” set, product average costs are adjusted whenever a customer order is placed (assuming the bundled product was not already in stock). The average cost is adjusted to reflect […]
Manage the Work Order Life-Cycle
Each Work Order has two indicators of where the order is in its life cycle. The “Status” is automatically updated by the system and can be one of “New”, “Awaiting Manufacture”, “Partially Completed” or “Completed”. The “Stage” is set manually […]
Add Work Orders
Add work orders via ApeksOPS > Work Orders > Add. Once you have entered the product, quantity, and other details, click “Generate Lines” to bring in the component products from the bundle.
