Guide: Create Pre-Order

Welcome to the user guide for the Create Pre-Order in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Create Pre-Order

Create Pre Order

Step 1.Setting channel, check "Display Shopping cart and Products on Client portal" and check "Show Portal"
Step 2. Go to client portal -> click Order listmenu -> Click Create Pre Orderbutton
Step 4. Add the item and other details -> click Create Pre Orrderbutton
Step 5. Pre order processing Go to admin portal -> Select the Order listmenu under Omni Salesmodule from the left sidebar -> view pre order detail -> select astaffand click Handoverbutton-> Order status changed to processing.
Step 7. Create an invoice Continue to do the same as step 4 ofcreate a manual order

Cancel Pre Order

Go to client portal -> click Order list menu -> view pre order detail -> click Cancel orderbutton -> selectreasonand click Cancel orderbutton

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Create Pre-Order

Guide: Create Pre-Order

Create Pre-Order

Create Pre Order

Cancel Pre Order

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