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Resumen

Esta funcionalidad puede ayudarlo a mejorar el rendimiento de su equipo de ventas y su manejo de inventario al permitirle usar sus proyecciones de ventas con solo generar una PO o una SO.Ventas Futuras desde una Preventa: El proceso de Ventas Futura puede comenzar con una Preventa para el cliente Future Sales. Una vez la PO es aprobada por el proveedor, el producto se borra de la Preventa (lea artículo más abajo) e irá directamente al Inventario Futuro. En dicho punto, los vendedores podrán ver esos productos y ofrecerlos a los clientes (aún cuando los productos no estén realmente en su bodega).

Ventas Futuras desde una PO: En lugar de comenzar con una Preventa, el proceso de Ventas Futuras puede comenzar con una Orden de Compra. Una vez los productos son confirmados por el proveedor, van directamente al Inventario Futuro. En dicho punto, los vendedores podrán ver esos productos y ofrecerlos a los clientes (aún cuando los productos no estén realmente en su bodega).

Ventas Futuras desde una SO: En lugar de comenzar con una PO, este proceso de ventas comienza con una Orden Recurrente la cual, dependiendo de las configuraciones de sus SO, generará una PO, ya sea manual o automáticamente. Una vez los productos son confirmados por el proveedor, van directamente al Inventario Futuro donde el equipo de ventas puede ver los productos y ofrecerlos a los clientes (aún cuando los productos no estén aún en su bodega).

 

 Final Price Behavior & Hold on Confirm

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.

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.

 

 How to purchase products for Future Sales?

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

Please take into account:

Remember to enter the customer you selected on the Future Sales Settings, the products you purchase under this name will go automatically to the future sales availability.

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.

  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.
  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.

          

 

Keep in mind that the Truck days after count from the POs Truck day, this will determine the number of days that the items will be available in the future inventory. 

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.

  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.
  5. Once the vendor of that product confirms the order, the product will be added to the future inventory.
 PO's for future sales created by the Vendor

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.


 Price Lists for Future Sales

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.

Important

This option is only available when the setting Enable Price Lists is enabled (Setup>>Setting>>Customers>>Price Lists)

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.

 

 Hide Inventory From Sales Screens

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.

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