This functionality is used for Pre-ordering, where products can be pre-ordered regardless of stock availability.
Step 1. Configure Notification Recipients for New Orders
Go to Settings → App Settings → Notifications → Click on New order received
Choose the notification type (e.g., Web, Email) → select the team members who should receive the notifications from the Team members field → click Save
Step 2. Activate the Omni Sales Menu in Portal
Go to Omni Sales → Setting → Default setting → Activate the “Show Portal” option→ select Save
Step 3. Set Default Shipping Fee for Pre-order.
Go to Omni Sales → Settings → Order setting → Under Shipping fee form, choose either:
Fixed Amount
Percentage (%)
Enter the amount in the field Default shipping fee for client order→ select Save.
Step 4. Add Product for Pre-Order channel
Go to Sales channel menu -> Active Pre-Order channel -> then select Setting channel
Select Add, in the Add product popup, fill in the required fields → select Submit
Customer Group: Choose the applicable customer group, and the selected products will apply to all customers in the group. You can choose multiple customer groups.
Customer: Choose a specific customer, and the selected products will apply only to that customer.
If both a customer group and a specific customer are selected, the products will apply to both the selected customer and customers in the chosen groups.
Group Product: Select a product group, and customers can create pre-orders for all products in the selected group.
Product: If specific products are selected, pre-orders will be created for the chosen products.
Step 5. Create Trade discount for Pre-order gồm ( Optional)
Step 6. Create Pre-order
Log in to customer portal → Order list → click Create Pre Order
Step 7. Add Items to Pre-Order
Click Add item button → The Add Item popup will appear. → Click on the Item field and select the item you want to add to the pre-order →Enter the quantity for the pre-order→ Click Save to add the item to the pre-order.
Step 8. Enter Voucher (If Available) and Click Save & Continue to proceed with the order creation.
Step 9. Process the Pre-order
Go to the admin portal → view the pre-order details.
To assign the order to a staff member for processing:
Click Handover → select the employee → click Handover
⇒ The selected employee will receive a web notification.
If the Purchase module is activating, you will see the Inventory check button.
This button allows you to check whether the products in the pre-order are available for stock release.
Quantity: The quantity in the order.
Quantity in stock: The quantity currently available in inventory.
Difference: The gap between Quantity and Quantity in stock.
→ If Difference < 0, the Create purchase request button will be enabled, allowing you to raise a purchase request.
Next, click Actions → select Create Invoice
Then click Save.
After that, return to the order detail → click Create export stock
⇒ An export stock will be generated, automatically approved, and inventory will be reduced accordingly.
