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