Create Pre-Order

  • Last Created On Jun 28, 2023
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Create Pre Order

Pre order is created in client portal
  • Step 1. Setting channel, check "Display Shopping cart and Products on Client portal" and check "Show Portal"
  • Step 2. Go to client portal -> click Order list menu -> Click Create Pre Order button
  • Step 4. Add the item and other details -> click Create Pre Order button 

  • Step 5. Pre order processing 
    Go to admin portal -> Select the Order list menu under Omni Sales module from the left sidebar -> view pre order detail -> select a staff and click Handover button -> Order status changed to processing.
  • Step 6 Click Inventory check button. 

    If the inventory of products is greater than or equal to the order quantity -> Go to step 7.
    If the inventory of any product in the order is less than or equal to the order quantity -> Click Create Purchase request-> create purchase order-> create inventory receiving voucher from this purchase order-> Go to step 7
  • Step 7. Create an invoice 
    Continue to do the same as step 4 of create a manual order

Cancel Pre Order

Customers can only cancel pre-orders with draft status

Go to client portal -> click Order list menu -> view pre order detail -> click Cancel order button -> select reason and click Cancel order button


Views: 410

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