Demo order management

Example: DO-00027-2026

Summary

• Create fixed asset equipment product(s) for every product on Demo order (if they don't exist yet).
• Create a purchase order for the Demo order.
• Receive all products from Demo order to stock as the fixed asset equipment products, created earlier.
• Create a sale order of type Demo or Rental with all received products. 
• Create a packing work order for your new sale order, and create a shipping list.

1. Add fixed asset equipment product(s)

If they don't exist already existing, create product(s) of type fixed asset equipment for the product(s) in the Demo order.

Product type should be "Fixed assets Equipment".

2. Create a purchase order for the Demo order

Once all fixed assets products are created, a purchase order must be created, in order to receive Demo products to stock.

Products can be "received to stock" with rebooking of existing products to fixed asset equipment products, but creating a purchase order and receiving products with goods receipts is a safer way, stock-wise.

Create a new purchase order, input Demo order's document number as purchase order reference number and add fixed asset equipment products as order items.

3. Receive Demo order products to stock as fixed asset equipment products

Create a goods receipt for all purchase order items (product from the Demo order).

Click "Create new goods receipt", fill out the "New goods receipt for Order" form for all purchase order items and book the receipt to stock.

#Q What to do about counted quantity when product tracked by serials?

4. Create a demo/rental sale order

Create a new order with document type "Rental Order" or "Demo Order" and add the demo products as sale order items.

Demo and Rental orders require information in the "Rental and consignment information" section.

5. Create a packing order and shipping list for Demo sale order

To create a packing work order, click "Create packing for selected order items" in the "Documents" section.

Make sure that products are "in stock" and click on the item to enter product serials and and then click "Create" to make a new packing work order.

After the packing work order is completed, click the "+ Documents" button and add a shipping list for the packing work order.