There are common actions users can perform while creating Prebooks such as adding a ship to, create Prebooks Lite, add items from Vendor Availability, edit the Prebook, etc.

Komet allows its users to add a new Ship To to a Prebook.  To do so, follow the stepsbellow:

1. Go to Prebook->AddPrebook.
2. Fill out the fields that are required for the Ship to field, click on the Select link and the pop-up window for Choose a Ship To, will appear.
3. On this window, click on the Add a new ship to link, simply click on it and enter the information required.  Also in this window, there is the option to enable the Use for this Order Only feature.  This allows the user to enter a ship to that will not be stored under the Customer's Account, instead, it will only be used for that order. Make sure to select the right option when saving:

• If you select Save & Use the Ship to just created will be used in the current order. 

• If you Select Save & Close, the Ship to will be added to the Ship To's for the customer in Komet but it will not be used in the current order. 

• When selecting the  Use for this Order Only feature, you will only have the options to select Save & Use or Close.

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You can create a Prebook based on future inventory or vendor availability. 

1. Click on the Prebooks & SO’s tab and click on the “Add Prebooks” sub-tab.
2. Click on Add Future or Vendor Availability items
   
   
   
   
3. The future inventory screen will be displayed by default. You can filter your search by date or product name. Once you find the desired product, click on Add, in the Action column.
   
4. Enter the required fields. Notice you can add products both in units and boxes. Enter the number of boxes or units, the price, and click on Add.
   
   
5. Once you do that, the item will be added to the order and you will be able to continue adding products.

To add products from vendor availability, please click on the Vendor Availability tab, search for your products, enter the required fields and click on Add.

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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 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 AddPrebookscreen for the selected Prebook where you can edit the Prebook information.

The circle in the Standard View, next to the Prebook number allows you to identify when a Prebook line has been read by a buyer or user.

When you click on the search icon, next to the Actions drop-down menu, you will be able to see the Prebook order details. 

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Notice the circle that appears next to the name of the user who read the order along with the date and time.