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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview



Excerpt

Komet Sales has different ways to enter additional charges; one of them, which is the most used, is through the Order Entry tab, where you can add any additional charge when creating the invoice or by editing it.

You can also associate additional charges on your Prebooks and Standing Orders; these charges will be taken into consideration when billing through the automatic process.



For a New Prebook


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Ui step

Go to Prebooks & SO's > Add Prebook and follow the regular process for creating Prebooks.


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Once you create the Prebook, you will be able to enter the additional charges. Edit the header and click on the + icon next to the total. The system will expand that box, giving you the posibility of adding additional charges. You can also use the keyboard shortcut Crtl+g to open the Additional Charges window.


Ui step

 Type the dollar amount for the additional charges and close.


Ui step

 These charges will be added to the Prebook and will show once the invoice is created through the automatic process.


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Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Prebook header has been saved.


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(lightbulb) Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.


For a New Standing Order

 


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Ui step

Go to Prebooks & SO's > Add Standing Order and follow the regular process for creating Standing Orders.


Ui step

Once you create the SO, you will be able to enter the additional charges. Edit the header and click on the link "Add additional charges" located on the Standing Order header under the Special Instructions/Comments link. You can also use the keyboard shortcut Crtl+g.


Ui step

 Type the dollar amount for the additional charges and close.

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For Existing Prebooks and Standing Orders


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Ui step

Search for either a Prebook or a Standing Order on the Prebook Summary or the Standing Order Summary.


Ui step

 Under the "Actions" column click on "Edit"


Ui step

Click on the Add additional charges link by pressing Crtl+g., type in the dollar amount and close. 


Transfer of Additional Charges to Orders

The system will transfer the additional charges of the Prebook to the invoice. However, if the invoice has a the same charge, the system will only leave the additional charge with the greater value instead of duplicating it. This transfer of additional charges applies for the next options: