Overview

Instructions

1. Click on the Prebooks & SO’s tab and click on the “Add Prebooks” sub-tab.

2.  Click on Add Future or Vendor Availability items.

3. The future inventory screen will be displayed by default. You can filter your search by date or product name. Once you find the desired product, click on Add, in the Action column.

4. Enter the required fields. Notice you can add products both in units and boxes. Enter the number of boxes or units, the price, and click on Add.

5. Once you do that, the item will be added to the order and you will be able to continue adding products. To add products from vendor availability, please click on the Vendor Availability tab, search for your products, enter the required fields and click on Add.

   Important

   • Once you return to the Add Prebook menu, a letter will appear next to the product name. The F indicates a product selected from Future Sales and the V indicates the product come from Vendor availability.
     

   • If the content within a box is partially sold in units, the remaining units will be available to be sold as units provided that the setting Bill Units as Boxes is disabled.