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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 PrebookPrebook anywhere in the system. Just by pressing Crtl+E the next window will be displayed. (Please see belowread 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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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
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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 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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Notes, mark codes, items from future inventory and vendor availability, etc., can also be added. Image Removed |
title | Adding Items from Future Inventory or Vendor Availability |
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You can create a Prebook based on future inventory or vendor availability.
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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.
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-Once you return to the Add Prebook menu, a letter will appear next to the product name. The F indicates a product selected from Future Sales and the V indicates the product comes from Vendor availability. Image Removed
-If the content within a box is partially sold in units, the remaining units will be available to be sold as units provided that the setting Bill Units as Boxes is disabled.
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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. Image Removed
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title | Editing a Prebook |
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You can customize which columns will be displayed in the Add Prebook screen. Just click on the gear icon and check the information you want to see.
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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.
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4) The system will display the Add Prebook screen for the selected prebook where you can edit the prebook information.
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the Prebook.
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