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- Go to Telesales and go to CRM > Preorders
- Search for the Preorder either by typing the order number followed by an * (V0011349* for example) or my searching for the customers email address
- Click to View the details
- Then click the 'Hold' button at the top right
- The state will go to 'Held' and the button now says 'Release' - remember to create an open reminder for the customer when they want the order placed.
- When the product becomes available to order, then a 'create order now' button will appear
- Click 'Create order now' when the customer is ready for the order and the order will process and state updated to 'released' - you will see the Balance order appear under the deposit
