A task needs to be enabled in order for the customer to get Invoiced.
To activate the task go to Administration> Advanced> Tasks> Invoice Pre Ordered Products turn the check box on 'Enabled' and click on Save.
Enter the appropriate value in the Schedule field and to do so see link Setting task schedules.
The task will run based upon the values set on the count cycle selected.
Quantity Invoiced formula for Quantity Invoiced = Unit Quantity\Number of Invoices
Value Invoiced formula = Unit Quantity x Unit price ex tax \ 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.
A product needs to be set up to be used in the credit lines generated by the preordered contract product. See more details below.
In Preordered products on the Used Shipment Lines tab, displays a list of the Usage Shipments Lines and Redemptions when the service is used up.
In Preordered products on the Invoiced shipment lines tab, displays a list of shipments when the customer has been charged for the pre-ordered product.
Need to set up a product to stand for the Preordered Product Redemption and maybe call it - Preordered Product Credits.
You can only have 1 product set up with a type = Preordered
General ledger Account
A general ledger account can be set up if you wish to break up your revenue to see Pre Ordered Products Redeemed. Check with your accountant. Otherwise assign the product category to the Non Stock Product Category header
Product Category
Note
Set up a Product Category in the Non Stock Products area. If you choose to break up your revenue to account for Pre Ordered Products Redeemed you can set up a different general ledger account and assign it to this product category otherwise leave all the general ledger accounts blank.
Setting up the Product to stand for the Credit Redemption line
Info
The credit redemption product needs to be set up as a type = PreorderProduct
The product that is preordered can be any product
Set up a product to be used in the redemption credit lines generated by the pre ordered contract call it PreOrderProduct with maybe a description = Preordered Product Credit
Ensure the product has a Type = Pre Order Charge
Assign it to the Non Stock Product Category - Pre Ordered Product Redeemed
You can only have 1 product set up in the system with a type = preordered charge
Setting Up PreOrderProduct
Log onto Readysell>Sales>Pre-ordered Products
Click on New to create the contract to stand for the pre ordered product
Enter the values into the fields as per the table below.
Once completed click on Save then Click on Finalise.
| 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 |
| 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. |