If you've placed an order before, you will recognize a lot of what we are about to show you. The main difference being that in a pre-order, you can set up the products, and fill them when inventory becomes available later. Here's how:


1. On the orders screen, go to New >> Pre-order to open up the dialog.

2. Next, begin to build your order on the "Create Pre Order" pop-up window

  1. Enter in the vendor license type under "Select a Customer Type"

  2. Select your customer

  3. Build your order by clicking on the blue + under "Products"

  4. Preview your order to ensure accuracy 

3. If all looks well, confirm your new order! When your inventory to fill your order become available, you can convert and then deliver your order. 

Check out this article for the next steps:  Converting Pre-Orders

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