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erp-manual:cloud:item:pre-order

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Pre-order

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

The workflow consists of following steps:

  1. Activate a design for pre-order by executing the steps given here
  2. Create a sales entry with the batch id generated by pre-order activation step
  3. 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 the design will no longer be available for taking pre-order.

Note: You can activate the pre-order later whenever you want, using the steps provided in the scenario 1

erp-manual/cloud/item/pre-order.1772443770.txt.gz · Last modified: 2026/03/02 09:29 by Kalpesh Popat