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System Administration Menu
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  • Orders – The Orders Feature can be used to manage and fulfill orders for all Order Types including Events, Exchanges, Membership, Products, & Press Releases.  It can also be used by Administrators to create Product Orders when placed by phone or any method other than via your online store.    

 

  • Invoicing – The Invoicing Feature is used to print and post invoices.  It provides the option to print invoices to a printer or to create in HTML format for electronic delivery by email.  Posting updates the GL Transaction Journal and Orders.

 

  • Statements – The Statements Feature is used to print statements of Customer/Member financial transaction activity for a specified statement period including previous balance, new invoices, payments received, and current balance owed.  It provides the option to print statements to a printer or to create in HTML format for electronic delivery by email.

 

  • Membership Billing – The Membership Billing feature is used create and post invoices for membership fees.  It provides the option to print the membership invoices to a printer or to create in HTML format for electronic delivery by email.  Posting updates the GL Transaction Journal and Orders.

 

  • Work Order Billing - The Work Order Billing feature is used create and post invoices for work orders.  It provides the option to print the work order invoices to a printer or to create in HTML format for electronic delivery by email.

 

  • Payments – The Payments Feature is used to enter payments and apply payments, credit memos and debit memos to Orders.  It is also used to create credit memos and issue refunds.  Applying payments to orders is the method of distributing a payment to specific orders.  The Payments Distribution Features provides the ability to automatically distribute a payment to the oldest orders first or to manually distribute a payment to specific orders.  The Payment Feature also includes Payment Posting, which updates the GL Transaction Journal and Orders.

 

  • Payment Authorization – The Payment Authorization Feature is used to manually authorize payments and access the Credit Application Feature to approve applications for credit.  PORTALPRODIGY provides the ability to independently require payment authorization for each payment type.  Thus Credit Cards may be set to require authorization, but checks and cash to not require authorization.  When authorization is required the Payment Authorization Features is used to perform this process.  Payment Authorization allows Orders to be fulfilled and processed.

 

  • Chargebacks – The Chargeback Feature is used to enter bank charge-backs for unpaid deposits such as NSF checks, credit card charge denial, or protested credit card charges.  It provides a convenient method of entering and posting charge-backs as a batch.

 

  • Batch Fulfillment – The Batch Fulfillment Features provides an automated process for fulfilling Product Orders.  It provides the ability to select Order Items for fulfillment based on specified criteria, assigns the selected Order Items to a batch, produces a picking list for the batch, provides the ability to adjust the fulfillment and processes the results, updating the Orders. 

 

  • Promotion Codes – The Promotions Code feature is used to setup and manage promotions via the use of coupons to automatically apply discounts, free items, and giveaways to product, event, membership and exchange transactions.

 

  • Inventory Entry – The Inventory Entry Feature is used to enter new inventory.  It provides a quick and simple method of updating inventory.

 

  • Inventory Adjustment – The Inventory Adjustment Feature is used to enter manual adjustments to inventory.  This is used to adjust inventory quantities up or down based on a physical count or for damaged goods.

 

 


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