UZM Vorverkauf Manager — Help & Getting Started

Features at a glance

Pre-sale types

Stock: The goods are already on hand. The customer pays in advance, and the goods are reserved for them (optional). Each call-off reduces the open quantity. Reservation entries shrink with each partial delivery.

Procurement: The goods are sourced gradually. At the pre-sale stage itself nothing is reserved; reservations only happen at call-off, once stock is available. This is the standard for seasonal or project-based pre-orders.

The default type is set in the VVK Setup and can be overridden per VVK order.

Getting started

1. Open the setup (search "VVK Setup"): set the default location, default VVK type, and the "Prepayment Required" toggle.
2. Create a pre-sale order: create a regular sales order, set the "VVK Status" field to Pre-sale. The VVK type and, if applicable, the prepayment are pre-filled automatically.
3. Enter items: enter VVK items in the order lines, set the "VVK Line Status" field to VVK.
4. Post the prepayment invoice (if prepayment is required): release the order, create and post the prepayment invoice. Delivery is only possible after payment.
5. Create delivery orders: create a new regular sales order for the same customer. When the VVK item is entered, the app automatically links the order to the open pre-sale order.
6. Deliver: release the delivery order and deliver as usual (directly or via shipment). A 100% discount is already set, the actual billing runs through the VVK order.
7. Complete: once all quantities are delivered, the VVK order is automatically set to Completed. With prepayment: post the final invoice (Ship and Invoice).

Process with prepayment

1. Create the VVK order, create and post the prepayment invoice (100%)
2. VVK order is released (after payment received)
3. Create delivery orders, enter items, automatic linking
4. Deliver delivery orders with 100% discount (no revenue on the delivery order)
5. VVK order is automatically Completed
6. Post the final invoice: full amount minus 100% prepayment = €0 net, no new inventory movement

Process without prepayment, e.g. consolidated invoice

1. Create the VVK order (Prepayment Required disabled)
2. Release the VVK order manually
3. Invoice the VVK order for the full amount (regular or consolidated invoice)
4. Create delivery orders, automatic linking, deliver with 100% discount
5. VVK order is automatically Completed, no further invoice required

Frequently asked questions

What happens if I want to deliver a VVK item directly from the VVK order?
That's not possible. The VVK order serves as a planning and billing document. Physical delivery happens exclusively through separate delivery orders that are linked automatically.

How is over-delivery prevented?
When entering the quantity on the delivery order, the app automatically checks it against the open VVK quantity and caps it. An additional quantity check happens at posting.

Can I create multiple partial deliveries for one VVK order?
Yes. You can create as many delivery orders as you like for the same VVK order. Each delivery order is linked automatically as long as there's an open quantity.

What happens after the last partial delivery?
Once all delivery orders are fully delivered (posted), the app detects this and automatically sets the VVK order to Completed. With prepayment, a reminder appears to post the final invoice.

Do duplicate item entries occur when posting the final invoice?
No. The app automatically suppresses the inventory movement when posting the completed VVK order. The only inventory movement happens when posting the delivery orders.

What permissions do users need?
For full access: permission set "Vorverkauf Manager - Full Access" (UZM VVK - FULL). For read-only access to the demand overview: "Vorverkauf Manager - Read Access" (UZM VVK - READ).

Support

Questions or feedback? Contact us at vvk@uzmanibu.lv.