In order to enable future sales, a customer must first be created under the name of ''Future Sales" (note this customer will only handle future sales inventory.) Selecting a customer in the settings is the key to associate PO's to the future inventory, all the items that you purchase under this customer (for example "Future Sales") will go to the future inventory.

To create this customer, follow the steps below:

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The future sales setting has also two additional options for managing your Future Sales:

1) Final Price Behavior: This window will allow the user to choose how the price should behave, once unsold items are transferred to the inventory based on the 2 available options.

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2) Hold on Confirm: Allows selecting whether or not the product should be automatically put on hold after the items are confirmed or available in the inventory.

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There are three ways for creating Purchase Orders for Future Sales. Throughout prebooks, PO's Standalone, and PO'S at a time.

1) Create prebook for Future Sales

1. Go to Prebooks & SO's>Add Prebook
2. Enter the prebook information. Make Sure you enter the customer Future Sales.
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3. Go to Purchase Orders>> Add PO.
4. Search for the prebook created.
5. Complete the prebook information and click on Add in the Actions column. The PO will be created.
6. Go to PO Summary and proceed to approve the PO.
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7. The PO will be submitted to the vendor, once confirmed, the products will be transferred to the future inventory and the items will be removed from the prebook.

2) Create a PO Standalone

1. Go to Purchase Order > Add PO and click on the "Standalone POs" link.
2. Add the General Order Information: vendor, customer, truck date, vendor ship date and Save.
3. Start adding items to that PO by filling the Item's information fields, then click on Add.
4. Once your purchase order is submitted, the vendor must confirm the products in order to transfer them to the Future Inventory. Refer to How to Create Future Sales Orders for more information.

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3) Create a PO in the Single Purchasing Mode

1. Go to Purchase Order > Add PO and click on the "one PO at a time" link.
2. Add the General Order Information: vendor, carrier, vendor ship date and click on Save.
3. Click on Add single Items.
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4. Enter the Future Sales customer, complete the product information. Notice that the price will be suggested based on the GPM of the company once you enter the cost. When you have finished, click on Add.Image Removed
5. Once the vendor of that product confirms the order, the product will be added to the future inventory.

Since the future sales process starts from a Standalone PO, you can give vendors the ability to create PO's for Future Sales.

To do so follow the steps below:

1. Go to Setup > Vendors, search for the vendor that you will allow the creation of Future Sales PO for.
2. Under the "Actions" column click on Edit.
3. On the "Options" tab, click on "Allow create POs" and then click on the Save button.          
4. Once this is done, the vendor will be able to create POs for future inventory.
   

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Enabling this setting will make the system to take the price from the price lists already created and associated with the customer when creating orders with future inventory instead of using the price set up in the Purchase Order.

The system allows managing the prices of Future Sales products throughout the Price Lists setting.

1. Go to Setup > Settings > Inventory
2. Click on Future Sales
3. Check the Price Lists option
   
   Once this setting is enabled, the system will display the price lists type Prebook or All for Future Sales products (read Custom Price Lists and Seasons for further information) in Order Entry, Prebooks, and in the E-commerce. If the setting is disabled or there is not a price list for the product, the system will take the price entered in the PO.

If this setting is enabled, the system will hide the option for adding Future Inventory Items when the users are creating a Prebook or an Order.

By enabling this option, the system will omit the Local After value set up per product or category in all the screens where this information is used and will only consider the Truck Days After value.