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Overview

Excerpt

Vendors can create Purchase Orders in units based on Prebooks.

 Creating a Purchase Order from Prebooks in Units

Note

Please make sure that the following requirements are met so the line item can be added to a PO:

  1. The Prebook line item needs to be in units.
  2. It needs to have a Vendor assigned.
  3. It needs to have a Cost assigned.
  4. It needs to have a Ship Date assigned.
  1. Login into Komet Sales with your vendor user and password.
  2. Go to Purchase Orders > Purchase Order Summary > Create New Order.

  3. A new window will pop up. From this window, you can add items to Create Purchase Orders or Build Boxes from Units. From this second option, you can add solid or mixed boxes.




  4. In order to build solid boxes, click on the "Add Solid Boxes" link. The Solid Boxes from Units window will display. From this window, you can use the filters for adding specify products. Then, click on Add for a given product line.
  5. The Add Items window will be displayed. Complete the information and click on Save.
  6. The PO will be created based on the information of the product added. 

    Info
    titleInformation

    You can continue adding items even with a different date set if that happens the system will ask for a confirmation before allowing you to add the boxes:


    7. Close the Solid Boxes from Presold Units window to finish. For adding Mixed Boxes, click on the Add Mixed Boxes option.






  7. The Add Item window will pop up. Use the filters under Breakdown Information for finding the purchase needs in units. Use the Tab and the enter keys in order to add the units to the box which will be displayed in the Items on Box column. At this point, the Purchase order will be created with the information of the item added.



  8. You can continue adding items even with a different date set, if that happens the system will ask for a confirmation before allowing you to add the units to the mixed box.



  9. Once you have finished, click on Close.

  10. The mixed box will be marked with a star icon. Click on Edit in the Actions column to perform some change in the product line added.
  11. Once you have finished, click on New Order if you want to continue creating new orders.
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titleIn Multilocation Companies

While you are adding units to build solid or mixed boxes, you can filter by location tooas well, but in no case , will the system will allow you to add products coming from different locations in on the same PO.