Komet Sales has an advanced setup option for each Customer Account.

Enabling the "Charge Fuel Surcharge"  means that once the fuel surcharge rate per box type has been set, the system will automatically apply this as an additional charge to any invoice for the customers this was enabled for. For more information read Fuel Surcharge.

The UPC Pull Date information can be setup for Mass Market Customers.

• "Require UPC Pull Date": By enabling this option, the system will require the user to enter a Pull Date when the UPC information is required.
  
• "Default Pull Date Days": This field is used to set the number of days, after the truck date for the Pull Date field has been set. When the UPC information is specified, this will only apply for Prebooks.

• "Pull Date Format": This option allows you to specify the format that is used to create the pull date when the UPC information is required.
  

  

 A territory can be associated with a specific customer if these are listed in the Territories of the company. 

Instructions

Follow these steps:

When the Require Payment Upon Confirmation option is enabled for a particular customer, the system will ask salespeople to enter the payment information once the order is confirmed from the Add Order and Order Summary screens. For further information on this option, read /wiki/spaces/KB/pages/3335561.

This option allows users to enter tags to mark a given customer (for priority, for example). The tags you enter here can be used to filter orders in the Confirm POs screen of the Grower Portal and will be taken into account for the Mass Allocations, Confirm Shipments, and Export to Excel actions. Remember that you can associate as many tags as you need. For further information please read Confirm POs on Vendor Portal.

Companies type Grower, have a new field called Invoice Prefix in the Customer Advance Setup window to add a 3 characters prefix to the invoice.

This prefix will be only visible in the PDF the invoice before the Invoice # field.

When enabling this option, the system will show the landed cost as the suggested price in the sales screens. This means the GPM will be 0%. Also, the price will be recalculated when creating the final order, overriding the price set in the Prebook. This option applies for units and boxes.

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Once this option is enabled, the system will recalculate the price taking into account all the landed cost components of the product and will suggest it in all the system screens where the price is calculated. If for any reason the suggested price is different from the price set in the Prebook (or manually entered in any screen) the system will display a ($) icon informing so:

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From the Order Summary, a warning message will appear next to the order number informing that the system calculated and suggested a price for some of the products within the order. Click on the details icon to know the difference between the price entered and the price suggested by the system.

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Please refer to How Does the System Calculate the FOB price?

The "Default Price B" option can be setup when an alternative markup over Price A applies to the customer if buying Open Market inventory. This can be set as a Percentage or Dollar amount. The system will take into account the Default Price B setting within the customer account when providing pricing for Open Market inventory. This markup also applies anywhere on the system where price is suggested from a price list.

You can create an invoice disclaimer for a particular customer:

The assigning of a Group to a customer account allows you to process payments by group instead of by customer. Keep in mind that when a customer is set on a group, available credits will not apply individually per customer, it cannot be applied to any payment transaction. To assign a Group simply type in the name of a preexisting Group or type a new one to be added if it doesn't already exist, then click on "Save".

The users have the option to enter the "Accounting Code" for each customer in the "Advance" link. This Account Code is used for integrations between Komet and external accounting systems. 

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Enabling this setting for a given customer will allow the system to consolidate the orders with the same customer, ship to, customer PO #, carrier, and ship date in a single one for the automatic billing and allocation processes, even if the existing orders have already been confirmed. Please note that this option takes precedence over the Invoicing Policy set up in the Invoice Option settings.

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When a customer has open invoices after a given period, the system will charge them the [ ]% set up based on the total amount of their accounts

By enabling this option, the system will display a field called Truck Date (Estimated Arrival Date), which will be calculated based on the ship date of the order and the transit days set up for the customer with this option enabled.

Once you activate this option, proceed to set up the transit days, in the Days of Service tab, according to the weekday and the carrier.

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Once you activate this option, the system will display the truck date when creating orders once you select a Ship Date and a Carrier. This field will be editable, however, the number of days entered could be restricted by the setting Min. Transit Days, available in Shipping Options.

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Companies with the multicurrency option enabled can set up a different currency for each customer. This is a process that can be carried out just once, since once enabled, all the transactions made for this customer will display the total in both your company currency and in your customer's currency according to the exchange rate set up at the time of the transaction. This option currently works for Euro, United States Dollar, Chinese Yuan, and South African Rand. Remember to review the shopping car before you place the order!

For further information about this process, read Multicurrency for Sales.

Komet Sales gives you the option to enter the customer specific CRM link within the Advanced settings of the Customer Komet Sales account. Adding this link, allows the salesperson to access it during the creation of an invoice order within the Order Entry screen.

To enable this option, please refer to Direct Customer CRM Account Access.

Instructions

Go to Setup > CustomersFollow the next steps to add the link to each customer's account:

The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account.  To see more information about the vendor information, read Vendor Name or Code for E-commerce.

To start using this setting please follow the instructions below.

If the Vendor Availability setting is enabled this setting can be enabled and configured per customer.

"Allow changing custom product packs:" If this option is enabled Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products.

"Default Ship Via:" This option, when enabled, limits the E-commerce customer user to have a pre-set Ship Via option when creating an E-commerce order with Vendor Availability product.

To start using this setting follow the instructions below:

This option allows you to enter additional email addresses to send notifications when the customer completes the checkout process of an order from the E-commerce portal. If you want to enter more than one address, these must be separated by semicolons:

This is how the notification will look like:

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To be able to set up this on a per company or location basis, go to E-commerce Settings.

This option allows selecting the default via option for E-commerce Orders. There are three options available:

Through the warehouse: Shipping items via warehouse means that these items will be sent from the vendor to any of the importer's warehouse locations; these items will be processed through the inventory and shipped to the final customer from the warehouse.

Direct From the vendor: This option was created for orders that are shipped directly from the vendor to the final customer. Keep in mind that once this option is enabled for a given customer, the system will only display Vendor Availability inventory (including K2K, if applicable) and in the e-commerce visual, the system will display only K2K inventory.  If . If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a sales price.

This is how this option will be displayed for a customer on e-commerce:

User's Choice: In this case, the customer will be able to choose how the products should be shipped. If the customer selects Ship Via Warehouse, the system will display On Hand, Future, and Vendor Availability inventory (including K2K if it applies). If the user selects Ship Via Grower, the system will only display Vendor Availability inventory (including K2K, if it applies).

By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date. For more information, please refer to Showing the Arrival Date Instead of the Ship Date on E-commerce.

When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the the Days of Service per Customer and the Cut Off set up. The system will take into account the transit days so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.

The GPM can be setup for a specific customer to calculate a suggested sales price on E-commerce. 

Follow the next steps to setup the GPM for each customer's account:

This option enables a filter on E-commerce through which the customer will be able to filter by different inventory types on E-commerce: All / On Hand / Future Sales / Vendor Availability / K2K. This depends on the features enabled for the location or the company. This option is also available for E-commerce Visual.

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This is how the E-commerce List will look like if we enter On Hand and Future Sales inventory to be displayed.

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This option allows you to restrict the type of inventory that should be displayed for the customer on the E-commerce. You will be able to select several inventory types. By leaving the field empty, the customer will be able to see all the inventory types. This option shall be subject to the E-commerce Settings for the company or location, meaning that if the option Hide On Hand Inventory is enabled, for example, the system will not display On Hand inventory, even if you enter On Hand in this setting. This option is also available for E-commerce Visual.

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Multi-location companies have the option to assign a Main Location to each customer, this way you can use the automatic filter searches for customers who have a specific location selected as the Main Location. This applies when creating Standing Orders, Prebooks, Standalone PO, and invoices. 

To assign a Main Location to a customer follow the steps below.