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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. 






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Info
titleInformation

Other prebook options can be set up by company. Read Prebook Settings for further informationThese are exclusive settings for Multi-Location Companies.

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