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.

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)

1. The system, by default, will associate the salesperson to the order based on the salesperson that has that customer assigned and whether Fresh Cut or Plants are being sold. 
2. If the Salesperson Code setting is enabled and the salesperson has a code set up, under the Add Prebook screen, the field for Salesperson Code will appear to select a code from. Also, if under the settings there is a code selected as Default, the system will automatically default to that specific code. For more information on how to setup a Salesperson Code, please read the following article: Setup Company Users & User Options.
   
   
3. The salesperson logged into Komet Sales that's entering the order is assigned as the salesperson as long as the "Associate the logged user as salesperson" setting is enabled within "Setup > Settings > Prebook Settings". 
4. The user is allowed to override the salesperson that was entered previously on the prebook by changing the "Salesperson" field; if the "Allow salespeople to change the salesperson of the order" setting is enabled within "Setup > Settings > Prebook Settings".

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 

Komet allows it's users to add a new Ship To to a Prebook.  To do so, follow the steps bellow:

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.

After the prebook header has been created items can be added to the order.

1. Enter the "Vendor" name (optional). This is for customers that request items from specific vendors.

2. Enter the "Product" name. To search for the product use any combination of the product name. Examples:
   1. “roswhit60” will search for all 60 cm white roses.

   2. “cdngreen” will search for all green cdn.

   3. “redselectcarn” will search for all red carnations.

   4. “akito” will search for allakito varieties.

3.  Enter the number of "Boxes".

4.  Select the "Box type".

5.  Enter the "Unit type". This will be used to calculate the total price amount.

   1. Bunch: the system will calculate the total with Boxes x Bunches x Price.

   2. Stem: the system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.  

       

      Info
      The system allows for a Default Unit 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

    

   Tip
   Notes, mark codes, items from future inventory and vendor availability, etc., can also be added.

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.

6. 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.

   Info
   icon false title Important
   -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. -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.

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.

 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.