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Overview
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Billing can be a difficult task when it comes to handling many customers and orders every day. Komet Sales has a couple of options to help you create and send invoices to your customers automatically. |
Use the automatic billing process to invoicing those customers with prebooks and standing orders that are ready to be delivered. You can set the system to automatically create those invoices once items are confirmed to the Inventory or during the inbound scanning process.
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The automatic billing will invoice any boxes from prebook or standing orders that meet the following criteria:
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This options can be set up by going to Setup>>Settings>>Automatic Billing & Allocation under the Order Entry title.
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Upon Inbound Scan:This feature allows the system to automatically create invoices and print shipping labels for incoming products that are associated to a prebook or standing order. Follow these steps to set it up:
The user will then be able to find the invoices that were created by going to:
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Follow these steps to set it up:
The user will then be able to find the invoices that were created by going to:
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This option will allow the automatic billing process to be activated either by scanning of incoming product or manual confirmation from the Staging Area. Follow these steps to set it up:
The user will then be able to find the invoices that were created by going to:
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There will be cases in which the products from Prebooks or Standing Orders that are being confirmed or scanned as "Received" to the Inventory were already fulfilled. In some cases, the company user can choose how the system should handle these pre-sold items. Two options are available:
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When this option is activated, the system will not combine within the same order products already received with those being still on transit (farm shipped) during the automatic billing and allocation processes. However, users will be able to manually combine orders from the Order Entry screen.
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This option will only be available when the setting Sell By Units is activated and allows to bill and the automatic billing are activated. It allows billing units as boxes. In other words, if the prebook is created in units and then the product is transferred from the Staging to the Inventory, the system must automatically bill that product in boxes instead of units. In the case of multilocation companies, the system allows you to select the location where you want this option applies: Image Added
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When a prebook has been manually allocated the system will validate which of the boxes are pending to be billed. This way when the product arrives and it gets confirmed from the Staging Area to Inventory, the system will only invoice the pending items and the rest of them will be released to open market. If a prebook has an item at $0.00 the system will invoice it using the suggested sales price (landed cost plus the company's GPM). |
Invoice Consolidation
Once the automatic billing is running the system will start creating invoices or using existing ones, considering the below:
- Products will be consolidated to the same invoice as long as the customer name, truck date, customer PO number, ship to information is the same and the status of the invoice is still "pending".
- If the system finds an invoice previously created that matches the information mentioned above, the confirmed items will be added to that invoice.
If there is an invoice that matches that information but it has open market items, the system will not add the confirmed items to that invoice but instead will create a new one.
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