Sales Channel _ Pre-order

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Sales Channel _ Pre-order

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

Sales Channel _ Pre-order

  • Turn on: can access the channel and setting the product for channel.
  • Turn off: can not access the channel

Turn on: can access the channel and setting the product for channel.

Turn off: can not access the channel

Pre-Order

Other Settings

  • Step 1. Go to Sales channel menu -> Active Pre-orderchannel -> click Setting channel
  • Step 2. Select the Other settings, choose who to receive notifications every time a pre-order is created by a customer.

Add Product for pre-order channel

  • Step 1. Go to Sales channel menu -> Active Portal channel -> click Setting product
  • Step 2. Click Addbutton
  • Step 3. In the Add productpopup, fill in the requied details: Customer group: select the customer group to be pre-ordered for these products Customer: select the customer who will be able to create pre-orders for these products.If both Customer groupand Customerare selected, the selected customers and all customers belonging to the selected Customer group can create pre-orders for these products.Group product: select a product group that can create pre-orders Product: filter by selected Group product.If you do not select Group product, by default, all products of the system will be displayed.Customers can only create Pre-orders for pre-selected products in the Product field.If you have just selected Group product and Product, it is preferred to get by Product. Customers can only create Pre-orders for these products.
  • Customer group: select the customer group to be pre-ordered for these products
  • Customer: select the customer who will be able to create pre-orders for these products.
  • If both Customer groupand Customerare selected, the selected customers and all customers belonging to the selected Customer group can create pre-orders for these products.
  • Group product: select a product group that can create pre-orders
  • Product: filter by selected Group product.If you do not select Group product, by default, all products of the system will be displayed.Customers can only create Pre-orders for pre-selected products in the Product field.If you have just selected Group product and Product, it is preferred to get by Product. Customers can only create Pre-orders for these products.
  • If you do not select Group product, by default, all products of the system will be displayed.Customers can only create Pre-orders for pre-selected products in the Product field.
  • If you have just selected Group product and Product, it is preferred to get by Product. Customers can only create Pre-orders for these products.

Edit

Used to editproduct groups,productsandcustomers.

Select the item to be edited and click->Make the necessary changes and click Savebutton.

Delete

Customers cannot create pre-orders for deleted products.

Method 1. Delete each line

Step 1. Select the line to delete -> click Deletebutton

Step 2.Confirm your selection in the following pop-up. The line will be deleted.

Method 2. Delete multiple lines at once

Step 1. Select the function to display the number of lines on 1 page -> select All -> check the top empty box or select the lines to be deleted → Click Bulk action

Step 2. Then check Mass delete→ Click Confirm

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