Versions Compared

Old Version 59

changes.mady.by.user Andres Toledo

Saved on

compared with

New Version 60

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
excerpt

The system allows you to create as many Standing Orders as you need

,

; you just need to follow these quick instructions.

 

To create a Standing Order, follow these steps:

Ui steps
sizesmall
Ui stepClick on the Prebooks & SO’s tab and click on the 
  1. Go to Prebooks & SOs and select Add Standing Orders
 tabs
  1. .
Ui step

 Enter the customer name. Remember that after the first three characters the system will display the customers that match.

Ui step

 Select the Carrier and choose the Recurrence:

  • Enter the weekly frequency (e.g.: every 1 week, every 2 weeks).
  • Select the day frequency within a week.
Ui stepSelect the "Start date" and select the "End date" if needed, keep in mind that this end date can be left blank for orders with no end date. Click on the “Add special instructions or comments” to add notes to the order. If you want, you can also add notes for the invoice which
  1. Enter the Customer's name. You can search for a Customer by typing the first three letters of their name.
  2. Select a Carrier.
  3. Select the Recurrence. You can choose two types of recurrence:
    1. Weekly
    2. Daily 
  4. Set the Start Date.
  5. Optional: Set the End Date.
  6. Optional: Special Instructions or comments. 
  7. Optional: Add Invoice Notes. Invoice notes will be transferred to the Prebook and
then
  1. to the
invoice
  1. Invoice once the product is billed.
Ui step When finished click the “Save” button
  1. Click on Save.

Image Modified

Info

Info: Please note: When you select "Future Sales" as a customer and the inbound carrier is selected, these values are added automatically to generated the PO.

Adding

Add Items to the Standing Order

After the Standing Order header has been created, you can now add items to the order.

Ui steps
sizesmall
Ui step
  1. Optional: Enter the
vendor
  1. Vendor name
(optional). This is for customers that request items from specific vendors. Ui step Enter
  1. . 
  2. Enter the product name.
To search for the product you can use any combination of the product name. Examples:
    • “roswhit60” will search for all 60 cm white roses.
    • “cdngreen” will search for all green cdn.
    • “red select carn” will search for all red select carnations.
    • “akito” will search for all akito varieties.
Don't Open

When the Automatically Move Open Market boxes to Inventory in Units setting has been enabled, you will be able to restrict boxes  for the Future Sales customer from being opened once they arrive to the Staging Area. To do this, check the option Don't Open. This mark will be visible for warehouse users so they know that they must not open boxes marked as Don't Open.

Ui stepIf you would like to add an assorted box to specify the product breakdown do as follows Ui step

Repeat the steps for each item that you want to add to the standing order.

  1.  
  2. Optional: Enter Breakdown information. To specify the product breakdown, do the following:
    1. Enter the assorted product description.
    2. Enter the number of boxes.
    3. Select the box type.
    4. Enter the unit type. This will be used to calculate the total dollar amount. 
      Bunch: The system will calculate the total with Boxes x Bunches x Price.
      Stem: The system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.
    5. Click on Specify Breakdown
    6. Enter the product description, bunches, Stems/Bunch, Cost and Price (the price is applied to the unit type). The system allows you to set a Default Unit Type per product on your Komet product list. When you add that product to a Prebook the system will automatically display the Unit Type already configured. To set this option for each product, refer to 
.
Ui step

 Click “Add notes” to add any item notes (e.g.: cut, sleeve color, etc.).

    1. Default Unit Type for Products.
  2. Optional: Click on Add Notes to add specific product notes

Repeat these steps for each item you want to add to the Standing Order. Image Added

Info: When searching for a product, you can use any combination of keywords. For example:

  • “roswhit60” will search for all 60 cm white roses.
  • “cdngreen” will search for all green cdn.
  • “red select carn” will search for all red select carnations.
  • “akito” will search for all akito varieties.

Warning: When the Automatically Move Open Market boxes to Inventory in Units setting has been enabled, you will be able to restrict boxes  for the Future Sales customer from being opened once they arrive to the Staging Area. To do this, check the option Don't Open. This mark will be visible for warehouse users so they know that they must not open boxes marked as Don't Open.

Image AddedStanding Orders Items Without Price

You are allowed to create a SO without a price and ; when it is saved, a red icon is displayed in the "Price" column. Please see below:

This information is also displayed in the Prebook and POs:

Info
titleSend e-mail
You

Info: You have the option to send this prebook directly using the button located between Print & New Order

Warning
titleWarning


Growers

Warning: Growers can only confirm orders according to a limit set by users in which users establish how many days in advance a Grower can confirm a Purchase Order. This is done in case there are changes that need to be done to that order. For more information you can visit: How to set a limit on Purchase Order Confirmations


Ui text box
sizemedium
(lightbulb)Info: Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations.
Info
titleInformation

Info: 

  • If the item of a SO is entered with no cost (null), the system will not generate that item on the PO. However, if the SO item is entered with a cost of $0.00, the system will generate the PO with that item.
  • When the Start On date is equal to the current day, the automatic process will not generate Prebooks for the next day
will not be generated through the automatic process
  • . They will have to be created manually.
PaneltitleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "standing-orders" , "add-standing-order" )
labelsstanding-orders add-standing-order