The system allows to set up different statuses for your Prebooks, according to your team's operation. The status for Prebooks will apply for Prebooks created as of the activation of this option. The existing Prebooks will remain visible in all the screens.

Prebook Summary

Once this fuction is enabled, the system will enabled a filter called Status as well as a column with the same name in the Prebook Summary. By double-clicking on the Status name, you will be able to change the status of a given Prebook.

Image Modified

Add Prebook

Once the Prebook Statuses option is enabled, all Prebooks created will have a status. They will have the Default status set, but you will be able to select which status the Prebooks will have.

Image Modified

Only the Prebooks with the option Procurement Visible will appear on the Bulk Purchasing Mode and Single Purchasing Mode.

Image Modified

Only the Prebooks with the Show on Sales Screens option enabled, will be listed on the option Prebooks Pending to be Billed, Prebooks Prebook Fulfillment view, and the Prebook Allocations view.

Image Modified

If you want for Prebooks with a given status to be visible on the PDF document of Purchase Orders, check the option Show as Ref # on PO on the Setup Prebook Status screen. A new field called Reference # will appear on the PO, below the product description.

Image Modified