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Overview
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A Prebook is a pre-sale or commitment between the company and your customer where the company agrees to provide the products to the customer on a previously specified date. You can create a Prebook anywhere in the system just by pressing Crtl+E (Please read Common Actions With Prebooks for further details) |
Instructions
To create a Prebook, follow these steps:
1) Create the Prebook Header
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Each location will have the option to enable or disable these settings to override the salesperson. For details on how to please review: Single Location: Prebook settings and restrictions Multi-Location: Prebook Options-Multiple Locations |
2) Add the items to the Prebook
After the Prebook header has been created items can be added to the order.
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