Prebooks
Prebooks are pre-orders for customers. There are many ways to generate them: manually, massively with an Excel file, through Standing Orders, when creating E-commerce orders for Future Sales Inventory, Vendor Availability, and K2K. This section will help you configure and create Prebooks through easy step-by-step instructions.
- Add a New Ship-To to a Prebook
- Add a Tag to a Prebook Line
- Add Invoice Notes to Prebooks
- Add Items to a Prebook from Future Inventory or Vendor Availability
- Add Prebooks from Excel files
- Add UPC Information to Prebooks
- Allocations
- Apply a Price List to a Prebook
- Breakdown Templates for Prebooks
- Calculate Pull Date on Load Automatically
- Common actions for Prebooks
- Copy a Prebook
- Create a New Template
- Create a Prebook
- Create a Prebook from a Template
- Create a Prebook without Sales Price
- Create Prebooks with Recipes
- Edit a Prebook
- Enter Additional Charges in Prebooks and Standing Orders
- Fulfillment View
- Future Shipments Report
- Hold a Prebook Item
- Inventory Settings: Ship Via Options
- Manage Prebooks from Vendor Availability
- Mark a Prebook as Completed
- Object Mapping from Prebook Summary
- Order Sources for Prebooks
- Prebook Costs in Foreign Currency
- Prebook Details Report
- Prebook Mass Update
- Prebook Notes
- Prebooks in Units
- Prebook Status
- Print Prebooks
- Replace a Prebook Template
- Ship To - Ship Via Grower
- Ship Via Option
- Split a Prebook Product Line
- Unallocate a Prebook
- Update Invoices associated to a Prebook
- Upload and Edit Attachments within a Prebook Line Item
- Vendor Availability - Keyboard Shortcuts
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