erp-manual:cloud:item:pre-order
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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erp-manual:cloud:item:pre-order [2026/03/02 09:29] Kalpesh Popat |
erp-manual:cloud:item:pre-order [2026/03/12 07:50] (current) Kalpesh Popat [Section Sales: Manage pre-order Sales] |
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| In SarasX you can sell an item before it is produced. | In SarasX you can sell an item before it is produced. | ||
| Line 24: | Line 24: | ||
| ==== Scenario 2: Deactivate design for pre-order ===== | ==== Scenario 2: Deactivate design for pre-order ===== | ||
| - | * 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** | * If you have permission you will see a button by name **Deactivate Pre-order** | ||
| - | * Click the button and the design | + | * Click the button and system |
| Note: You can activate the pre-order later whenever you want, using the steps provided in the scenario 1 | 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: | ||
| + | |||
| + | **Note**: If you are unaware of the sales system, then follow this [[erp-manual: | ||
| + | |||
| + | ==== 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: | ||
erp-manual/cloud/item/pre-order.1772443770.txt.gz · Last modified: 2026/03/02 09:29 by Kalpesh Popat
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