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Overview

Excerpt

Once a

prebook

Prebook is created it becomes a "Purchase Need" until it is added to a Purchase Order. Prebooks in units are not the exception, but they work a bit different from regular

prebooks

Prebooks. Keep in mind that this process can only be done from the Bulk Purchasing Mode.

In order to create Purchase Orders from prebooks in units follow the steps below:

Creating a Purchase Order

Ui steps
sizesmall
Ui step

Go to Purchase Orders > Add PO.

Ui step
Search

 Search for the items that you want to add to a PO using any of

the

the Search

filters

 filters available. 

Ui step

Fill the information requested on the Vendor, Ship Date, Quantity and Cost fields; then, click on

the Add

the Add link located under the "Actions" column or

press

press Enter

within the

 within the Cost

column

 column cell.

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Ui step

Once you click on "Add", a new window will pop up where you will be able to specify

the

the Units to Purchase, Box Type

and

 and product pack (Bunches/

Box

Box &

St

 St/Bun)

for

 for the product requested on the

prebook

Prebook.

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Info

Keep in mind that the system, based on the Real Units and product pack (Bunches/Box & St/Bunch)  will calculate how many boxes will be required to fit the total units requested on the prebook for the box type selected. The total units ordered within the Purchase Order will be the total Real Units displayed on this screen. Any units ordered over the required amount will be added the Units Open Market Inventory.

 

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Open Market Additions

When purchasing for items sold by the unit the user can increase the total amount of Units to Purchase based on the company's current need of this same product for their Units Open Market Inventory. The system will automatically take the updated Units to Purchase amount, including what's needed for Open Market, and once the purchase order is  shipped and received Komet Sales will reserve what was pre-sold under a Prebook in Units and invoice it, and then will release to Units Open Market Inventory the additional units ordered. 

How this works:

Ui steps
sizesmall
Ui step

Go

to

to Purchase Orders > Bulk Purchase Mode.

Pick
Ui step

 Pick a line that displays an item that needs to be purchased in units.

Select 
Ui step

 Select "Add"

under the Actions column or

 under the Actions column or press Enter within the Cost column cell.

Ui step

The

Add

 Add Items

window

 window will pop up and will indicate the Pending

Purchases

Purchases amount. 

Under
Ui step

 Under the Units to Purchase field, increase the quantity by the amount of Open Market units that need to be purchased.

Click on Save and

Ui step

 Click on Save and then on Continue,

when the

 when the Confirmation

window

 window pops up.

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