Search Knowledge Base Articles

Create Pre-Order

Create Pre Order

Pre order is created in client portal
  • Step 1. Setting channel, check "Display Shopping cart and Products on Client portal" and check "Show Portal"
  • Step 2. Go to client portal -> click Order list menu -> Click Create Pre Order button
  • Step 4. Add the item and other details -> click Create Pre Orrder button 

  • Step 5. Pre order processing 
    Go to admin portal -> Select the Order list menu under Omni Sales module from the left sidebar -> view pre order detail -> select a staff and click Handover button -> Order status changed to processing.
  • Step 6 Click Inventory check button. 

    If the inventory of products is greater than or equal to the order quantity -> Go to step 7.
    If the inventory of any product in the order is less than or equal to the order quantity -> Click Create Purchase request-> create purchase order-> create inventory receiving voucher from this purchase order-> Go to step 7
  • Step 7. Create an invoice 
    Continue to do the same as step 4 of create a manual order

Cancel Pre Order

Customers can only cancel pre-orders with draft status

Go to client portal -> click Order list menu -> view pre order detail -> click Cancel order button -> select reason and click Cancel order button


Did you find this article useful?

Related Articles

  • Default Setting

    Go to Settings menu under Omni Sales module from the left sidebar -> Select the Default setting...

  • Order Setting

    Go to Settings menu under Omni Sales module from the left sidebar -> Select the Order settingDi...

  • Automatic Sync Config

    Used to configure the time that the system automatically synchronizes data from Woo store to CRM a...

  • Sales Channel _ POS

    Turn on: can access the channel and setting the product for channel. Turn off: can not access the ...

  • Sales Channel _ Portal

    Turn on: can access the channel and setting the product for channel. Turn off: can not access the ...