This is a Guide on Forward Dated Orders.
Whilst creating a New Sales Order you can select to forward date orders.
Use the Calendar Icon to select date of expected delivery, the status of your order will change to Pending.
To Save your order, for future editing before submitting, tap the 'Save' icon in the top right.
To access this order again for editing or submission. Tap the Sales/Return order field. You will see the Order Details with Number, Type, Name of Retailer, Date the order is due, Total $ Amount, State of order, and the source it was created by.
Forwards Dated Orders Status while saved is 'Subpending', shown below. Double Tap the order name to reopen the order for editing. You can access the order for editing at any time, when finishing editing Tap the 'Save' Icon.
After Finalizing to 'Submit an External Order', tap the cloud highlighted, then OK. (Pic.1) Note: NO purchase order will be raised. your Sales order will stay editable until you Submit to Cloud.
Alternatively after finalizing to 'Submit order' to the cloud tap the cloud highlighted, then OK. (Pic.2)
1.
2. ![](https://desk.zoho.com/DocsDisplay?zgId=65251145&mode=inline&blockId=gngh137d2a34fb93d4e52aa84c9ab22982627)
If you have 'Submitted your Order Externally, the order will need to be confirmed before a Purchase Order is made.
Here are two useful guides;
- Resubmitting A Purchase Order
- Confirming A Purchase Order
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...
Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...
Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...
Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...