Create Pre-Order

  • Last Created On Jun 28, 2023
  • 154
0 0

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 Orrder 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: 154

Recent Articles

  • Updated feature in version 1.1.3 of the...
    4
  • From Form on web site: Page expired, ref...
    3
  • Updated features in version 1.1.2 of the...
    17
  • Planner Reports
    13
  • View Planner
    15

Popular Articles

  • Warehouse
    964
  • Item Settings
    762
  • General Accounting Settings
    756
  • Mapping Setup
    710
  • Inventory Receiving Voucher
    590