REP / Orders and returns
Create and review REP preorders
Use the Preorder option for advance orders and distinguish confirmation from delivery or invoicing.
Use Preorder when recording demand for later fulfilment rather than completing a normal sale now.
Create a preorder
- Open New Order and choose the customer.
- Enable Preorder before selecting the items.
- Add the products and review ordered quantities and prices.
- Select Payment to open Review Preorder.
- Check the details and confirm posting.
The REP preorder save does not request the normal sale’s automatic invoice. Do not assume a checkout amount creates a collected deposit: the REP save skips the normal invoice-payment collection for preorders.
Review existing preorders
Open Preorders, search for the record and review its status and lines. Use the confirmation action only when offered and appropriate. It confirms the preorder without automatically creating an invoice.
Fulfilment
Confirming a preorder is not proof that stock has been handed over or payment received. Coordinate fulfilment with the person responsible for delivery or POS processing. Review the actual saved order and invoice before promising completion to the customer.