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Overview

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Excerpt

In this article you will learn how to create Prebooks.

Tip

Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.

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

just

by pressing Crtl+E (

Please read

Please read Common Actions With Prebooks

 for

 for further details).

 

Instructions

To create a Prebook, follow these steps:

1) Create the Prebook Header

Ui steps
sizesmall
Ui stepEnter the Customer name. (Remember that once the first three characters are entered the system will display the customers that match.) Notice that the

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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.

    Image Added

Step one: Create the Prebook Header

  1. Enter the Customer’s name. The customer information will appear, including the payment methods, credit information, and shipping

adress

  1. address.

Ui step Select

  1. Select the Truck Date

 and the  Ui step 

  1.  and Carrier.

Ui step

Select a Ship To if it is required.

Ui step

 Select the Ship Via, either by "Warehouse" or "Grower".

  1. If required, select a Ship To.

  2. Select the Ship Via.

  3. Select the Salesperson.

Ui step Add

  1. Optional: Add special instructions or comments

if needed

  1. .

ui-step

  2. Click on

the “Save” green button

  1. Save.

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Info
titleInformation

Assign a Salesperson

The system

, by default,

will

associate

use the salesperson assigned to

the order based on

the

salesperson that has that

customer

assigned and whether Fresh Cut or Plants are being sold. If the Salesperson Code setting is enabled and the salesperson has a code set up, under the Add Prebook screen, the field for Salesperson Code will appear to select a code from. Also, if under the settings there is a code selected as Default, the system will automatically default to that specific code

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:

  • Add a Salesperson Code. If the Salesperson Code setting is enabled, the system will display the Salesperson Code field and automatically use existing salesperson codes to populate the options. For more information on how to

setup

  • set up a Salesperson Code,

please

  • read the following article:

 

  • Setup Company Users & User Options.

The salesperson logged into Komet Sales who is entering the order is

  • Assign the active user as a salesperson. The user creating the order will be assigned as the

salesperson as long as the Associate the

  • order's salesperson if the “Associate the logged user as

salesperson setting

  • salesperson” setting is enabled

within Setup > Settings >

  • from the Prebook Settings.

 The user is allowed to override the salesperson that was entered previously on the Prebook by changing the Salesperson field; if the Allow

  • Change the salesperson. You can change the salesperson of an order by enabling the “Allow salespeople to change the salesperson of

the ordersetting is enabled within Setup > Settings > Each location will have the option to enable or disable these settings to override the salesperson. For details on how to please review

  • the order” setting from the Prebook Settings.

  • Mark codes can be added as soon as the product line has been added to the Prebook.

    • These settings are managed by location. For more information based on your company type, read:

    2) Add the items

    Back to top

    Ui stepEnter the "Vendor" name (optional). This is for

    Step two: Add Items to the Prebook

    After the Prebook header has been created, items can be added to the order.

    Ui steps
    sizesmall
    . To search for

    1. If required, enter the vendor name. This applies to customers that request items from specific vendors.

    Ui step Enter the "Product" name

    1. Search the product.

      1. You can use any combination of the product name.

    Examples

      1. For example:

        1. “roswhit60” will search for all 60 cm white roses.

  • “cdngreen” will search for all green cdn.

        1. “redselectcarn” will search for all red carnations.

        2. “akito” will search for all akito varieties.

    ui-step

    2. Enter the number

    of "Boxes"

     Enter the "Unit type". This will be used to calculate the price amount.

    Bunch: the

    1. of boxes. 

    Ui step

     Select the "Box type".

    Ui step

    1. Select the Box Type.

    2. Enter the Unit type.

    3. Enter the number of Bunches, Stems/Bunch, and Price.

    4.  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.

    Info

    To add Mark Codes, the product line must be in the Prebook.

    Image Added
    Info

    The system will calculate the price based on the unit type:

    1. Bunch. The system will calculate the total with Boxes x Bunches x Price.

    2. Stem

    : the

    1. . The system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.

     The system allows for a Default Unit Type per product to be set on the Komet product lists. When that

    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

    Prebook, the system will automatically display

    the Unit Type previously configured Panel
    titleRelated Articles

    the Default Unit Type. To set this option for each product, refer to Default Unit Type for Products.

    Ui step

     Enter the number of "Bunches", "Stems/Bunch" and "Price" (the price is calculated based on the unit type).

    Ui step

     Click on the green "Add" button on the right-hand side. The item will be added to the bottom of the grid.

    Ui step

     Repeat the previous steps for each item that you want to add to the Prebook.

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    cqllabel in ( "prebook-notes" , "notes-for-vendor" , "prebooks-creation" , "general-notes" , "prebooks" , "add-prebooks" , "future-inventory" )
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    Tip
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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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    sizemedium

    (lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.

    Tip
    titleTip
    The system allows applying a price list to a Prebook. For more information please read Apply a Price List to a Prebook
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