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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 HeaderResumen
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Una Preventa (preorden) es un compromiso previo de venta entre la compañía y el cliente en la cual la compañía se compromete a proveer ciertos productos al cliente en una fecha previa especificada. Es posible crear una Preventa desde cualquier parte del sistema presionando Crtl+E . |
Instrucciones
Para crear una preventa, seguir las siguientes instrucciones:
1) Crear el encabezado
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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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2) Agregar los productos a la Preventa
Luego de que se haya creado el encabezado de la Preventa, se puede proceder a agregar los productos a la orden.
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Prebooks with recipes will be identified with a blue star icon. Assorted products can have recipes in its breakdown. Image Removed |
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Roles habilitados para ejecutar esta acción: Admin, Sales Manager, Sales, Allocations, Procurement Manager. |
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Las Preventas con recetas se identificarán con un ícono de estrella azul, mientras que los surtidos (cajas mixtas) tendrán una estrella amarilla. Image Added |
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