This is an old revision of the document!

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

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.

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

Sales order workflow is same as before, except you need to select the pre-order batch id

Follow the link below for instructions: Pre-order Sales Entry

Note: If you are unaware of the sales system, then follow this link to train yourself on the complete process of 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 Pre-order Sales Entry look for Step 7

User Manual