User Manual

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 ====== Manage Pre-order ======

In SarasX you can sell an item before it is produced.

The workflow consists of following steps:
  - Activate a design for pre-order by executing the steps given here
  - Create a sales entry with the batch id generated by pre-order activation step
  - De-activate (optional step) if the design is no longer allowed to take pre-order

 ==== Scenario 1: Activate design for pre-order =====

  * **Open** design menu
  * 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 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, else initial cost will be blank
  * 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.

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.



 ==== 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
  * If you have permission you will see a button by name **Deactivate 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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