Usage of the Preordered product on a new sale

Selling the Pre-ordered product to the customer

Firstly, you need to sell the PO product to the customer.
It could be of no charge, or it can be of an agreed value.

Either create a sales order or shipment and add the ProductID of PO and the total value agreed upon, and complete the transaction to create an open item on the customer card.
Then, at night, the task will run to link the shipment/invoice to the pre-ordered product. You can see this on the tab ‘Invoiced Shipment Lines’.
Alternatively, you can set up the preordered product and let the task create the shipment/invoice on the day of the count cycle when the task runs.

Selling the pre ordered product of PO to the customer to start with.

Open

 

Consuming the preordered product.

1. Log onto Readysell>sales orders or sale shipment or service order

2. Click on New

3. Select the customer that you have assigned to the Preordered product to. (In my example, I will be using LAB - Labour Product )

4. Insert the customer order reference

5. If you wish to link this transaction to a machine, add the machine ID to the sales order or shipment or service order

6. Sell the product of LAB (preordered product that was set up against this customer)

7. Enter a Quantity
   The system will populate the Redemption Preordered Product to the next line after the LAB charge product in reversal (as a negative). 

8. Check the price, tax etc on both the line sold and the line redeemed.
   The price on the sales order/shipment will populate from the product not from the preordered product.

9. Finalise and/or complete the sales order/service order or shipment

10. An Invoice will be generated with a Zero value.

11. Each time you use up the preordered product either via a sales or service order, the transaction can be seen in the preordered product on the tab 'Used Shipments Lines'.

12. Once the sum of all the Qty Shipped value on each of the Shipments have been used up and all the shipment lines have been fulfilled by task, then the preordered product will be flagged as Posted.
    It is up to the customer whether they charge the customer at any point in time and generate a Invoice for Payment.
    
    

Consuming the preordered product

Open