Overview
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Billing can be a difficult task when it comes to handling many customers and orders every day. Komet Sales has a couple of options to help you create and send invoices to your customers automatically. |
Automatic Billing Options
Use the automatic billing process to invoice those customers with Prebooks and Standing Orders that are ready to be delivered. You can set the system to automatically create those invoices once items are confirmed to the Inventory or during the inbound scanning process.
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The automatic billing will invoice any boxes from Prebook or Standing Orders that meet the following criteria:
Overview
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Billing can be a difficult task when it comes to handling many customers and orders every day. Komet Sales has a couple of options to help you create and send invoices to your customers automatically. |
Automatic Billing Options
Use the automatic billing process to invoice those customers with Prebooks and Standing Orders that are ready to be delivered. You can set the system to automatically create those invoices once items are confirmed to the Inventory or during the inbound scanning process.
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The automatic billing will invoice any boxes from Prebook or Standing Orders that meet the following criteria:
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This feature allows the system to automatically create invoices and print shipping labels for incoming products that are associated to a Prebook or Standing Order. Follow these steps to set it up:
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Follow these steps to set it up:
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This option will allow the automatic billing process to be activated either by scanning the incoming product or manual confirmation from the Staging Area. Follow these steps to set it up:
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Other Options
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Go to Setup > Settings. |
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Go under "Order Entry". |
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Click on "Automatic Billing". |
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Select the "enabled on incoming scan or after inventory is confirmed" option and click on Save. |
The user will then be able to find the invoices that were created by going to:
- Order Entry > Order Summary.
- Click on "Search" and use the filters to look for the invoice orders pending to be confirmed.
Other Options
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There will be cases in which the products from Prebooks or Standing Orders that are being confirmed or scanned as "Received" to the Inventory were already fulfilled. In some cases, the company user can choose how the system should handle these pre-sold items that have already been invoiced. Two options are available:
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When this option is activated, the system will not combine the same order products already received with those still in transit (farm shipped) during the automatic billing and allocation processes. However, users will be able to manually combine orders from the Order Entry screen. 
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By enabling this option, the system will combine items coming from Prebooks and SO's with those from Open Market on orders created through allocations (manual allocations and massive allocations) or automatic billing. If the setting is disabled, the system will separate the Open Market products on the orders from those coming from Prebooks and SO's,
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There will be cases in which the products from Prebooks or Standing Orders that are being confirmed or scanned as "Received" to the Inventory were already fulfilled. In some cases, the company user can choose how the system should handle these pre-sold items that have already been invoiced. Two options are available:
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When this option is activated, the system will not combine the same order products already received with those still in transit (farm shipped) during the automatic billing and allocation processes. However, users will be able to manually combine orders from the Order Entry screen.
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By enabling this option, the system will combine items coming from Prebooks and SO's with those from Open Market on orders created through allocations (manual allocations and massive allocations) or automatic billing. If the setting is disabled, the system will separate the Open Market products on the orders from those coming from Prebooks and SO's,
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If this option is enabled, the system won't combine products coming from regular and double orders (holiday) during the automatic billing and allocation processes, even if they have the same products. However, users will be able to manually combine orders from the Order Entry screen. Remember that this option only applies to products in boxes.
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When this option is enabled, the system will separate in different orders the items shipped from different ports of origin. This option applies for orders created through the allocations or automatic billing processes (including fill from open market option). Users will still be able to combine orders if they do it manually using the Order Entry screen. This setting applies for items in boxes and units.
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When this option is enable, the system will validate if the pick ticket of an order has already be printed or not before adding items to it. In case the Pick ticket has already be printed, the system will add the items to a different order. This applies while billing items through any of the following processes:
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This option allows to set a number of days after the Ship Date of the Prebook within which the system will still carry out the automatic billing, even if the product is delayed regarding the Ship Date of the Prebook.
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This option will only be available when the settings Sell By Units and the automatic billing are activated. It allows billing units as boxes. In other words, if the prebook is created in units and then the product is transferred from the Staging to the Inventory, the system must automatically bill that product in boxes instead of units.
In the case of multilocation companies, the system allows you to select the location where you want this option to apply:
Once the
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Once the automatic billing is running, the system will start creating invoices or using existing ones, considering the below:
If there is an invoice that matches that information but it has open market items, the system will not add the confirmed items to that invoice but instead will create a new one.
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When a prebook has been manually allocated the system will validate which of the boxes are pending to be billed. This way when the product arrives and it gets confirmed from the Staging Area to Inventory, the system will only invoice the pending items and the rest of them will be released to open market. If a prebook has an item at $0.00 the system will invoice it using the suggested sales price (landed cost plus the company's GPM). |
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