Overview
Some setup worke needs to be completed before you can use pre-ordered products for the first time.
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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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- Log onto Readysell>Sales>Pre-ordered Products
select the Pre-Ordered product you like to cancel and click "Cancel Preordered Product"
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Click Yes on the prompt.
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Status will now change to cancelled.
Used Shipment Lines
Is about when the customer consumes the preorderproduct contract
Not until you create and finalise a sale shipment will you see any movements in the used shipment lines
Quantity available = Unit qty - Sum(qtyshipped) on posted shipments
Invoiced Shipment Lines
Is about when you actually Invoice the customer for the preordered product.
Task = Invoice Preordered Products
The task will only run if enabled based upon the values in the cycle.