| Note |
|---|
A task needs to be enabled in order for the customer to get Invoiced. Number of Months = Total Unit Quantity /Number of invoices. If you are converting over to Readysell preordered products with the following opening position: Quantity Invoiced formula for Quantity Invoiced = Unit Quantity\Number of Invoices The billing rate is separate to the usage rate and the usage rate has to be the same values as the line that is getting credited. Quantity Available = Balance remaining on this preordered product that has not been consumed by a posted transaction such as a sale shipment or service shipment Quantity uninvoiced = balance of this preordered that has not yet been invoiced to the customer. Calculated as the unit quantity of the preordered product less the quantity that has already been invoiced. A product needs to be set up to be used in the credit lines generated by the preordered contract product (Preordered Product Redemption) and maybe call it - Preordered Product Credits. In Preordered products on the tab called 'Used Shipment Lines', this displays a list of the Usage Shipments Lines and Redemptions when the service is used up. |
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| Fields | Comment |
|---|---|
| Date | You can leave the default date |
| Product | Select a product that will stand for this pre ordered contract eg Labour not the credit redemption product |
| Customer | Select the customer cardid for this pre ordered product contract to apply to |
| Unit Quantity | Enter the quantity to be charged and sold |
| Product Unit | This will default from the product |
| Tax Code | This will default from the product |
| Unit price ex tax | If the product has a default price then it will draw that price to the screen. This can be changed. Qty x Unit price ex tax/Invoices |
| Unit tax | This is a calculated field |
| Unit Price Inc | This is a calculated field however you can change the price Inc Tax |
| Start Date | Enter the date this pre ordered product contract is to start |
| Cycle | Select an existing count cycle from the drop down list or create a count cycle to best suit this contract. Count Cycles |
| Status | This will update once Saved, then Finalise |
| Number of Invoices | Enter the number of Invoices to be generated and charged to the customer when the task runs. This is based upon the setting on the count cycle. |
| Quantity Uninvoiced | This is a calculated field - difference between the Unit Quantity on the Preordered product and Invoiced shipment lines (based upon whether the task has run) |
| Quantity Available | This is a calculated field - difference between Unit Quanitty on the preordered product and used shipment lines on the preordered product. |
Cancelling Pre-Ordered Products
- Log onto Readysell>Sales>Pre-ordered Products
select the Pre-Ordered product you like to cancel and click "Cancel Preordered Product"
Expand title Show me 
Click Yes on the prompt.
Expand title Show me 
Status will now change to cancelled.