Overview
Some setup worke needs to be completed before you can use pre-ordered products for the first time.
...
| 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. |
...
| 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 of PO> This is the product that the customer is actually buying |
| Customer | Select the customer cardid for this pre ordered product contract to apply to |
| Unit Quantity | Enter the quantity to be charged and sold. The total quantity that you wish to sell to the customer |
| 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. This is the price that will be charged when this preordered contract is charged to the customer. Calc = Qty x Unit price ex tax that appear on the invoice |
| 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. the task works off this start date. |
| Cycle | Select an existing count cycle from the drop down list or create a count cycle to best suit this contract. Normally select a cycle that stands for months or create a new one Count Cycles |
| StatusThis will update once Saved, then Finalise | If you leave the preorderedcontractproduct with a status = OPEN, it is inactive. Not until you click on Finalise, will it be active based upon the start date |
| 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. |
...
- 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.
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