Overview

Prebooks can be customized to fit your business needs. This article goes through the Prebook Settings and explains what they can do and how you can use them to improve your sales process and enhance communication between the Sales and Procurement departments.

Open Prebook Settings

Prebook Settings are in the Setup tab. To access them, follow these steps:

1. Go to Setup and select Settings;Prebook Settings are in the Prebooks & SO's section.
2. Select Prebook Settings. All the settings available are displayed.
3. Apply your settings. Adjust as necessary, and then click Save to store the changes.

Prebook Settings

This section reviews which settings you can modify and how they can help improve your workflow. 

• Truck Day Offset Value. Activating this option restricts the creation of new Prebook Orders with a Truck Date lower than or equal to the offset value entered. This setting does not affect Administrators or Management users.
• Allow changes on the Prebook Date up to ___ days in advance.  This option prevents changes on the Prebook Date once the specified number of days begins.
• Allow users to set the costs on Prebook items. Activating this option allows Salespeople to enter the Unit Cost on Prebook items. If activated, the system displays the option to input exceptions for particular users.
• Automatically assign the user as Salesperson.  Activating this option connects the logged user as a Salesperson on every created order.
• Allow Salespeople to change the Salesperson of an order. Activating this option allows Salespeople to modify a Salesperson within a Prebook Order.
• Allow users to place Prebook Items on hold. Activating this option allows a Salesperson to place Prebook Items on hold. When this option is activated, the system allows the selection of user roles that can put Prebooks on hold. For more information on this setting, go to How to hold a Prebook Item.
• Allow Salespeople to choose a Price List for a Prebook. Activating this option allows Salespeople to select a Price List for the Prebook.
• Allow Salespeople to edit Prebooks after Purchase Order is Orders are issued.    Activating this option allows Salespeople to edit Prebook information at any time before the Vendor confirms the Purchase Order.
• Hide product Ship Date. Activating this option hides the Vendor Ship Date on the Prebook Order Details screen.