Future Sales orders are based on products that were bought through a Future Sales Standalone Purchase Order, or through a Prebook with a Future Sales customer that has been confirmed by the Vendor. For more information refer toFuture Sales Setup.
The sales team can begin by making orders for customers following the steps below:
Instructions
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Go to Order Entry > Add Order, fill in the information requested, and click on "Add Items".
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In order to see the future inventory, click on the "Future" tab. This screen will allow the user to review and correct the prices for future inventory. Use the "Unit Price" field to edit the prices if needed. The user can also navigate within this column by using the up and down arrow keys on the keyboard. Notice there is a shortcut filter by date.
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Add the items by clicking on the Add option located under the "Action" column. Double-clicking on the line will also work.
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The Add Item window will pop-up. Notice that users can add products both in units or boxes (if the is enabled). Select the Truck Date, the number of boxes or units, click on the Add Ship To link, add the Mark Code if needed, and then click on the green "Add" button. If the is disabled and the user is able to see sensitive data, the system will display the aging of the product by the time of the ship date of the order to the final customer. Salesperson should consider this for placing Future Sales orders.
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Once the items have been added, the system will automatically create the Prebook. A message with the Prebook number will pop-up on the lower right side of the screen.
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After the Prebook is generated and the Purchase Order processed and the goods have arrived at the warehouse. The warehouse should proceed to ship on the date specified within the Prebook. Once the goods are confirmed as received in the inventory, the invoice order can be created.
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Aging of Future Sales Products
Notice that if the setting Inventory Rotation is disabled and the customer is allowed to see the sensitive information, the aging of the product will vary, depending on the Ship Date of the order.
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When having any remaining units in the Future Inventory (taking into account the different possible scenarios), the system should add those remained units not sold yet in the Purchase Order to the Pricing > Future Sales Screen such as it's adding it to the Order Entry > Add Order > Add Future Sales items screen:
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Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.
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Future Sales Order in Units
When theSell By Unitsoption is enabled, you will be able to add items to an order in boxes and units. If the content within a box is partially sold, the remaining units will be available to be sold as units. This will happen if the settingBill Units as Boxes is disabled. Click on the GIF to see the details.