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Overview


Excerpt

Admin users will be able to set sources for your orders. This article explains how to activate this option so the salesteam can start adding order sources to their orders.


Instructions

Ui steps
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Ui step

Go to Setup > Settings


Ui step

 Under the Prebooks and Standing Orders menu select Order Sources.


Ui step

The Prebook Settings Order Sources window will open. Below you will find an explanation on eachCheck the option Enabled Order Source. 

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Here are the different Prebook settings: 

  • Truck Day Offset Value: This option will restrict the addition of new prebook orders with truck date lower than or equal to the offset value entered. Sales role users would be restricted from entering a truck date lower or equal to the offset value established. This setting will not affect Administrators or Management users.
  • Allow changes on the prebook date up to [ x ] days in advance: This option will lock changes on the prebook's date, from today up until the number of days entered. Only Managers and Admins will be able to modify the date outside of the range.
  • Allow users to set the costs on Prebook items: This option will allow salespeople to set costs on prebook items, this is still optional even if enabled. Once this option is checked, the system will display the option to enter the users who won't be allowed to enter costs on prebook items.
  • Associate the logged user as a salesperson: This option allows to associate the salesperson on the order based on the user logged into Komet.
  • Allows Sales people to change the sales person of the order: Enabling this option allows salespeople to override the salesperson within a prebook order.
  • Allow users to hold Prebook items: By enabling this option the system will allow the salesperson to place prebooks items on hold so they are not sold to the customer. Once this option is enabled the system will allow selecting the group of roles which will be able to place prebooks on hold. For more information please read How to Hold a Prebook Item.
    • 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 while creating it.


    Ui step

    Click on Add a new Order Source. Enter the name and click on Save. The source added should be listed on the table. 


    Ui step

    Click on Save to finish.

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    Info
    titleInformation

    For Multi-Location companies the last two options previously mentioned can be found on Prebook Options -Multi Locations.



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