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--- erp-manual:cloud:item:pre-order [2026/02/24 09:05]
Kalpesh Popat created
+++ erp-manual:cloud:item:pre-order [2026/03/12 07:50] (current)
Kalpesh Popat [Section Sales: Manage pre-order Sales]
@@ Line 1: / Line 1: @@
- ====== Pre-order ======
+ ====== Manage Pre-order ======
 In SarasX you can sell an item before it is produced.
@@ Line 10: / Line 10: @@
  ==== Scenario 1: Activate design for pre-order =====
-  * Open design menu
+  * **Open** design menu
-  * Go to design master and open the design for which pre-order is required
+  * Go to **design master** and open the design for which pre-order is required
   * If you have permission you will see a button by name **Activate Pre-order**
-  * A popup will open in which you have to key the Cost with reserve, cost without reserve, and retail price
+  * A popup will open in which you have to provide the **Cost with reserve**, **cost without reserve**, and **retail price**
-  * System will estimate the cost if pre-calculation is available via Bill of material
+  * System will **estimate the cost** if pre-calculation is available via Bill of material, else initial cost will be blank
-  * Once the required details are provided, click **confirm** button
+  * Once the required details are provided, click **Confirm** button
-  * After confirm button is clicked, system will create a new batch id for this design and it will link it with the design master so that all the analytical information like: category, product type, image and other columns specific to your customised scenarios, will be available in the reports.
+  * After Confirm button is clicked, system will create a new batch id for this design and it will link it with the design master so that all the analytical information like: category, product type, image and other columns specific to your customised scenarios, will be available in the reports.
 Note: This batch id will have inventory of 0, and if you want to take 50 pre-order you **don't need** to click pre-order button 50 times.
@@ Line 24: / Line 24: @@
  ==== Scenario 2: Deactivate design for pre-order =====
-  * Open design menu
+  * **Open** design menu
-  * Go to design master and open the design for which pre-order was activated earlier
+  * Go to **design master** and open the design for which pre-order was activated earlier
   * If you have permission you will see a button by name **Deactivate Pre-order**
-  * Click the button and the design will no longer be available for taking pre-order.
+  * Click the button and system will **deactivate the pre-order** for the selected design.
 Note: You can activate the pre-order later whenever you want, using the steps provided in the scenario 1
+ ==== Section Sales: Create sales entry against pre-order =====
+Sales order workflow is same as before, except you need to select the pre-order batch id
+Follow the link below for instructions: [[erp-manual:cloud:sales:sales-order-mto-repair-pre-order|Pre-order Sales Entry]]
+**Note**: If you are unaware of the sales system, then follow this [[erp-manual:cloud:sales|link]] to train yourself on the complete process of sales.
+ ==== Section Sales: Manage pre-order Sales =====
+In the **sales search** screen, check for the tab named **Pending pre-order**. This will show all the sales that still have the pre-order id.
+Follow the instructions given in [[erp-manual:cloud:sales:sales-order-mto-repair-pre-order|Pre-order Sales Entry]] look for **Step 3 and Step 7**

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