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Overview
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A Prebook is a pre-sell or commitment between the company and your customer where the company agrees to provide the products to the customer on a previously specified date. |
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1) You can create a prebook anywhere in the system. Just by pressing Crtl+E the next window will be displayed. (Please see below for further details) |
Instructions
To create a prebook follow these steps:
- Click on the Prebooks & SO’s tab and click on the “Add Prebooks” sub-tab.
- Enter the Customer name. (Remember that once the first three characters are entered the system will display the customers that match.)
- Select the Truck Date and the Carrier
- Select a Ship To if it is required.
- Select the Ship Via, either by "Warehouse" or "Grower".
- Select the Salesperson.
- Add special instructions or comments if needed.
- Click on the “Save” green button.
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Each location will have the option to enable or disable these settings to override the salesperson. For details on how to please review: Single Location: Prebook settings and restrictions Multi-Location: Prebook Options-Multiple Locations |
More actions on Prebooks creation
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Komet allows it's users to add a new Ship To to a Prebook. To do so, follow the steps bellow:
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After the prebook header has been created items can be added to the order.
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You can create a prebook based on future inventory or vendor availability.
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You can create prebooks just by pressing Ctrl +E anywhere in the system. when the Sell By Units Setting is enabled, you will be able to create prebooks both in units and boxes.
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The system allows editing a prebook (Unless the prebook is already associated with a PO, in this case, the system will allow you to edit just the price).
For editing a prebook, follow the steps below: 1) Go to Prebooks & SO's > Prebook Summary. 2) Go to the Standard View 3) Click on Edit, in the Actions column for a particular prebook. 4) The system will display the Add Prebook screen for the selected prebook where you can edit the prebook information.
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