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Pre-orders allow customers to reserve specific items with a down payment before they are available or while they are being held. When marked complete, a sale is automatically created.

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Creating a pre-order

1

Navigate to Pre-Orders

Go to Inventory → Pre-orders in the sidebar and click “Create Pre-Order”.
2

Select customer

Select a customer from your database (or create a new one).
3

Select inventory item

Search for and select the specific inventory item being reserved.
4

Set payment details

Set the down payment amount, selling price, pre-order date, and expected arrival date.
5

Save

Save the pre-order. It enters Pending status.

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Managing pre-orders

  • Filter by status (Pending, Complete, Cancelled), category, or customer.
  • Overdue pre-orders are highlighted with a warning badge.
  • Mark as Complete to automatically create a sale record, mark the inventory as sold, and generate a printable receipt showing the down payment and remaining balance.
  • Cancel a pre-order to release the reserved inventory back to In Stock.