Overview
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In this article you will learn how to create Prebooks.
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Table of Contents
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What is a Prebook?
A Prebook is a pre-sale or commitment between the company and your customer where the company agrees to provide the products to the customer on a previously specified date. You can create a Prebook anywhere in the system
by pressing Crtl+E (
Please read Common Actions With Prebooks
for further details).
Instructions
To create a Prebook, follow these steps:
1) Create the Prebook Header
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You can apply a specific price list to a Prebook. For more information, read Apply a Price List to a Prebook.
Assorted products can have recipes in their breakdown.
Prebooks with Product Recipes will be identified with a blue star.
Step one: Create the Prebook Header
Enter the Customer’s name. The customer information will appear, including the payment methods, credit information, and shipping
address.
Select the Truck Date
and Carrier.
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Select a Ship To if it is required. |
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If required, select a Ship To.
Select the Ship Via.
Select the Salesperson.
Optional: Add special instructions or comments
.
Click on
Save.
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Assign a Salesperson |
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use the salesperson assigned to the |
customer |
and the product type of fresh cut or plants by default. If you want to manage or modify an order’s salesperson, you can do any of the following:
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These settings are managed by location. For more information based on your company type, read:
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Step two: Add Items to the Prebook
After the Prebook header has been created, items can be added to the order.
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If required, enter the vendor name. This applies to customers that request items from specific vendors.
Search the product.
You can use any combination of the product name.
For example:
“roswhit60” will search for all 60 cm white roses
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“redselectcarn” will search for all red carnations.
“akito” will search for all akito varieties.
Enter the number
of boxes.
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Select the "Box type". |
Enter the "Unit type". This will be used to calculate the total price amount.
Select the Box Type.
Enter the Unit type.
Enter the number of Bunches, Stems/Bunch, and Price.
Click on Add on the right-hand side. The item will be added to the bottom of the grid.
Repeat the previous steps for each item you want to add to the Prebook.
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To add Mark Codes, the product line must be in the Prebook. |
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The system will calculate the price based on the unit type:
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You can set a Default Unit Type for each product in your company’s product lists. This way, when the product is added to a |
Prebook, the system will automatically display |
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the Default Unit Type. To set this option for each product, refer to Default Unit Type for Products. |
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Enter the number of "Bunches", "Stems/Bunch" and "Price" (the total price is calculated based on the unit type). |
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Click on the green "Add" button on the right-hand side. The item will be added to the bottom of the grid. |
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Repeat the previous steps for each item that you want to add to the Prebook. |
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Prebooks with recipes will be identified with a blue star icon. Assorted products can have recipes in its breakdown.
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Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager. |
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