FasTrax Solutions - Product Documentation

FTX Warehouse Lifeline Documentation

Prebook Orders

  1. From the inventory module select the Prebook Orders tab
  2. Click Add from the bottom of the screen 
  3. Enter the Prebook Name, Start Date, and any notes you may want to add
     
  4. Click Save
  5. Select the Prebook and click Items in Prebook
     
  6. Enter the Item number and Sale Qty
    1. If you want to override the price check the box and then enter the price you wish to sell the item for
  7. Click Add Item To Prebook
  8. After entering all items for the Prebook click Close
     
  9. Now click Accounts In Prebook
     
  10. From here you can add individual accounts, account groups, or select all accounts.
     
  11. Once all accounts are added click Close