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Overview

In this section, the users will learn how to manage orders, create new invoices or temporary ones, edit, and add notes to them. Besides, there is detailed instruction on how to purchase products for future sales, how to recognize E-Commerce orders, sales by the bunch, credit limit overrides, and placing customer credits.

 

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titleOrder Management
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titleSell by Units
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titleCredits Management
  • Credit Limit Overrides — When a customer is over the credit limit, the system will restrict the salesperson whenever they try to create an order for that particular customer by prompting for a credit limit override.
  • Customer Credits — This section contains information about how to place customer credits, overpayments and more!
  • Canadian Customs Invoice (CCI) — One of the general documents required for basic customs clearance into Canada includes the Canadian Customs Invoice (CCI). This document helps the Customs Officials to verify the products, their quantities, value, weight, etc.
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titlePrinting
    • How to print labels for Delaware Valley? — Delaware Valley is one of the biggest wholesalers in the United States. In order to optimize their operations, they require that the receiving boxes have a specific label that can be easily read.
    • How to print using Remote Printers? — The system allows you to select the Remote Printer option when printing invoices.
    • Print on Confirm - Labels not shipped — The system will not allow printing box labels that have already been shipped. This means that when the order is confirmed a second time, the only labels that can be printed are those that have not yet been verified with the scan gun.
    • Uploading & Printing POD (Proof of Delivery) — Komet Sales provides the ability to print the POD from the Order Summary once the file has been uploaded.
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titleTransfers Between Locations
  • Pass Through Location Transfers — This functionality allows the transferring of product from the main location to another branch, for those companies that require a pass-through location.
  • Multi-location Transfer Process for Boxes — This functionality allows the transferring of boxes in an orderly fashion from one location to another. In addition to this, the system saves and keeps track of the information and financial movements when transferring or deleting the product (this option only applies to boxes being transferred from one location to another.
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titleRelated Articles

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Tip
titleTip

Use the keyboard shortcut Ctrl+o to create a new order anywhere in the system.