Overview
Pre-ordered product provide a means where by customers can pay for a quantity product over one or many months, but have use of that stock when ever they like:
- The payments can be in one lump or can be spread out as a number of invoices over a specified number of months
- When a sale or service order is processed for the product. A credit line appears under the sale line showing the pre-ordered product has credited out the charge for the product used.
- When a last sale or service order is processed, that fully uses up the last of the quantity for the pre-ordered product. Then a credit is added below the sale line for how ever much of the pre-ordered product remains. Even if it is not enough to fully credit out the sale
Pre-ordered products allow you to offer a deal to your customers, pay for a quantity of a product using a payment scheme and get the benefit of that quantity of product when every you like.
Getting Started
- Initial setup before starting to use pre-ordered products for the first time
- Creating a new pre-ordered product
- Usage of the Preordered product on a new sale
Reference
Button
There are no custom buttons for this list. Refer to Common Buttons.
Fields
| Fields | Comment |
|---|---|
| Date | You can leave the default date |
| Product | Select a product that will stand for this pre ordered contract eg Labour |
| 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 |
Used Shipment Lines tab
| Field | Description |
|---|---|
| Product | Product that stands for the Pre-ordered contract |
| Product Name | Name of that product |
| Unit Quantity Shipped | Quantity Shipped |
| Unit Quantity Scanned | Quantity Scanned if scan check is turned on |
| Manual Unit Quantity Scanned | Manual quantity entered |
| Product Unit | The unit that stands for the product |
| Unit Quantity On Hand | Quantity on hand |
| Location | Location of the product |
| Unit Price Ex Tax | Price Ex tax |
| Unit Price Inc Tax | Price Inc Tax |
| Discount Percent | Discount percent if any |
| Tax Code | Tax code on the product |
Tax Value Shipped | Tax value shipped |
| Value Inc Tax Shipped | Value in tax on the shipment |
| Has Notes | Check box on if there are notes on the shipmentline |
Invoiced Shipment Lines tab
| Field | Description |
|---|---|
| Product | Product that stands for the Pre-ordered contract |
| Product Name | Name of that product |
| Unit Quantity Shipped | Quantity Shipped |
| Unit Quantity Scanned | Quantity Scanned if scan check is turned on |
| Manual Unit Quantity Scanned | Manual quantity entered |
| Product Unit | The unit that stands for the product |
| Unit Quantity On Hand | Quantity on hand |
| Location | Location of the product |
| Unit Price Ex Tax | Price Ex tax |
| Unit Price Inc Tax | Price Inc Tax |
| Discount Percent | Discount percent if any |
| Tax Code | Tax code on the product |
Tax Value Shipped | Tax value shipped |
| Value Inc Tax Shipped | Value in tax on the shipment |
| Has Notes | Check box on if there are notes on this shipment |
Notes tab