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Overview
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A Prebook is a pre-sell sale 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 read Common Actions With Prebooks for further details) |
Instructions
To create a Prebook, follow these steps:
1) Create the Prebook Header
- 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
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2) Add the items to the Prebook
After the Prebook header has been created items can be added to the order.
Enter the "Vendor" name (optional). This is for customers that request items from specific vendors.
- Enter the "Product" name. To search for the product use any combination of the product name. Examples:
- “roswhit60” will search for all 60 cm white roses.
“cdngreen” will search for all green cdn.
“redselectcarn” will search for all red carnations.
- “akito” will search for all akito varieties.
Enter the number of "Boxes".
Select the "Box type".
Enter the "Unit type". This will be used to calculate the total price amount.
- Bunch: the system will calculate the total with Boxes x Bunches x Price.
Stem: the system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.
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The system allows for a DefaultUnit Type per product to be set on the Komet product lists. When that product is added to a Prebook the Prebook the system will automatically display the Unit Type previously configured. To set this option for each product, refer to Default Unit Type for Products. |
6. Enter the number of "Bunches", "Stems/Bunch" and "Price" (the total price is calculated based on the unit type).
7. Click on the green "Add" button on the right-hand side. The item will be added to the bottom of the grid.
8. Repeat the previous steps for each item that you want to add to the Prebook.
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