Overview
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Komet Sales allows the creation of Prebooks in units, which means that instead of entering a quantity of boxes, the Prebooks can be created using a total quantity of either stems or bunches. |
Keep in mind that in order to start using this feature, it must be enabled from the system setup Setup tab. To do so:
- Go to the Setup > Settings tab and under the Order Entry option click on the Sell by Units link.
- Select the Sell by Units option by clicking on the check-box. Select the way the pricing should behave and Save.
Once set, the Prebooks by in units can be created.
Go to “Prebooks & SO’s > Add Prebooks”, complete the Prebook header and save it. After the Prebook header has been created items can be added to the Prebook. To do so, click on the Units tab.
Enter the "Vendor" name (if required).
Enter the "Product" name. To search for the product use any combination of the product name. Examples:
- “ros whit 60” will search for all 60 cm white roses.
- “cdn green” will search for all green cdn.
- “red select carn” will search for all red carnations.
- “akito” will search for all akito varieties.
Enter the Unit Type This which will be used to calculate the total dollar price amount.
- Bunch: The system will calculate the total with price based on "Bunches x Price Unit Price".
- Stem: The system will calculate the total with prices based on "Bunches x Stems/Bunch x Price Unit Price".
Info The system allows for a Default Unit Type per product to be set on the Komet product list. When adding that product to a Prebook the system will automatically display the Unit Type already previously configured. To set this option for each product refer to Default Unit Type for Products.
Enter the number of of Total Units and Unit Price (the total price is applied based on the unit type).
Click on the green "Add" button on the right hand side. The item will be added on to the bottom of the grid.
Repeat these steps for each item that needs to be added to the Prebook.
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Price Suggest FeatureThe system allows for the creation of prebook prebooks in units without having to put a unit price. In this case, the system will suggest a price once the items are purchased based on the cost of the product within the Purchase Order and the financial settings (Freight, Handling, Duties, etc.) previously set. |
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| In the Prebook Summary and Order Entry tabs, the detail lines conserve line items maintain the order in which the products were originally entered by the sales user, even when editing the prebook has been edited. |
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Notes added within a product line of item within a Prebook in units will also appear in the Bulk Purchasing screen. Please refer to the Bulk Purchasing Mode in for Presold Units article for more details on this. |
IMPORTANT
- If the Automatic Billing is enabled and the inventory comes from product being confirmed in the Staging Area is for a Prebook in Units, the system will automatically add the units to the an invoice order and the rest of the items will be released to Open Market. To set this up read our Sell By Units article.
- The fulfillment Prebook Summary Fulfillment view and the allocations Allocations view, currently don't reflect the correct line item quantity information entered on prebooks in units.
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