| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt |
|---|
Komet Sales allows company users to manage fresh cut flowers and hard goods. In order to start using the hard goods in the system, these will need to be set up.
| title | Hard Goods Setup |
|---|
Follow these steps:
| size | small |
|---|
| Ui step |
|---|
Go to Setup > Settings and locate the Order Entry menu. In the case of multilocation companies, the path is the same. |
| Ui step |
|---|
Click on the "Hard Goods" link. |
In this article, you will learn how to set up Had Goods to manage them, as well as the fresh-cut flowers.
|
Table of Contents
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hard Goods Setup
| Anchor | ||||
|---|---|---|---|---|
|
To be able to set up your Hard Goods products, do the following instructions:
Go to Setup and select the Settings tab.
In the Order Entry section, click on Hard Goods.
Enable the Hard Goods checkbox.
| Info |
|---|
When you enable the Hard Goods option, a new setting called Restrict hard good's price management to the administrator role only |
appears, limiting users' access to edit Hard Goods setup costs, prices, and discounts |
| title | Adding Additional Charges to Hard Goods |
|---|
When editing hard goods, you can add to them additional charges which will be automatically applied when adding the hard good to an invoice.
| size | small |
|---|
| Ui step |
|---|
Go to Setup > Products and click on the hard goods products link. |
| Ui step |
|---|
Click on Edit, in the Actions column. |
| Ui step |
|---|
Click on the Additional Charges tab. |
| Ui step |
|---|
Click on Add additional charge to associate a new charge or click on the charge name, in the Additional Charge column for edit it. |
| Ui step |
|---|
Enter the name and the amount for the additional charge. |
| Ui step |
|---|
Click on Save. |
| title | Creating Categories |
|---|
. Only administrators can modify this information. |
Hard Goods Categories
| Anchor | ||||
|---|---|---|---|---|
|
Once the Hard Goods feature is enabled, company users can start adding hard goods categories and subcategories. In order to do so, follow the
instructions below:
| size | small |
|---|
Go to Setup
and select the Products tab.
In the “Manage your” text, click on the categories link.
Click on the
Add Category button.
Type in the information requested (
Name,
Division,
Category,
Sub Category, etc)
.
Click on Save.
Add Hard Goods to the Product Master
With categories and subcategories created, users can start adding hard goods to the product
| size | small |
|---|
| Ui step |
|---|
Go to Setup > Products and click on the hard goods products link. |
| Ui step |
|---|
Click on the "Add Product" green button |
| Ui step |
|---|
Type in the requested information and click on Save. |
| Ui step |
|---|
Once the user saves the product information, the Vendor tab will appear in the same window. Click on it to choose the vendor name (required), pack size (required), SKU (required), unit price and cost. |
You will be able to upload an image for the hard good (one per each vendor). Once you upload the image, you will be able to send it by email or change it. This image will be visible from the Pricing and Add Order screens.
Keep in mind that each item will have two different UPC numbers:
- Case UPC: this number will identify the case where the units come from.
- Unit UPC: this number will identify the units within the case. If this field is left blank then the units will have the "Case UPC" once the case is opened.
| Ui step |
|---|
When setting up the hard goods products there are two discount: Discount % and Qty for Discount.
|
| Info |
|---|
| When the salesperson sells over the minimum set quantity, the system will automatically apply the discount to the hard goods items when invoicing. |
master. In order to do so, follow the instructions below:
Go to Setup and select the Products tab.
In the “Manage your” text, click on the hard goods link.
Click on the Add Product button.
Type in the information requested (Category, Sub Category, Description, etc).
Click on Save.
Click on the Vendors tab.
Choose the Vendor’sname, and define the SKU, Pack Size, Unit Cost, and Unit Price.
Optional: you can also define the Discount % and the Qty for Discount.Discount %. The percentage of the discount being offered to customers.
Qty for Discount. The minimum quantity of the product that must be sold for the discount to apply.
Click on Save.
| Info |
|---|
To add an image for the hard goods per vendor, you can upload it, change it, or send it via email. The image will be visible on the Inventory > Pricing tab and when adding a hard good in the Add Order screen. |
| Filter by label (Content by label) | |||
|---|---|---|---|
|
|
|
| size | medium |
|---|
Roles enabled to perform this action: Admin, Setup, Sales, Sales Manager, Procurement Manager.
|