Overview

Excerpt
Admin users can restrict certain actions for salespeople when creating Prebooks for each location.

Instructions:

Ui steps

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Ui step
Go to Setup > Settings > Location.

Ui step
Select the location to work with and under Prebooks & SO's, click on "Prebook Settings".

Ui step

Here are the different prebook settings that can be set per location:

Associate the logged user as salesperson: This option allows associating the salesperson to the order based on the user logged into Komet.
Allow salespeople to change the sales person of the order: Enabling this option allows salespeople to override the salesperson within a prebook order.
Allow salespeople to choose a Price List for a Prebook: If this option is enabled, the system will allow the salesperson to choose which Price list should be applied to a Prebook.

Info

title	Important

These settings are exclusive for Multi-Location Companies.

To learn about every available setting for Prebooks, go to Prebook Settings.

Panel

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