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Overview
In this section, the users will learn how to manage orders, create new invoices or temporary ones, edit, and add notes to them. Besides, there is detailed instruction on how to purchase products for future sales, how to recognize E-Commerce orders, sales by the bunch, credit limit overrides, and placing customer credits.
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- How to Open a Box to Sell by Units? — Komet Sales allows users to open boxes in order to sell the content by the unit.
- Sell by Units per Location — The system allows users to enable the Sell by Units for specific locations.
- Unit Sales - Sell Over Availability Quantity — The system allows for items from the inventory to be sold by units regardless of the items being listed there or not.
- Sell by Units Only — The system allows users to enable the option to sell by units only. To have this option enabled on the system for One-Location and Multi-Location companies, please refer to: Sell By Units Setting
- How to Invoice Units? — Komet allows its users to invoice units once a box has been opened.
- Build Boxes from Inventory Units — Users can build mixed boxes from inventory products which are in units, these will be added to the order when the user is invoicing.
- Allow Building Boxes from Units — Komet allows Sales and Administrator users to build boxes from inventory units in the Order Entry screen.
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- Credit Limit Overrides — When a customer is over the credit limit, the system will restrict the salesperson whenever they try to create an order for that particular customer by prompting for a credit limit override.
- Customer Credits — This section contains information about how to place customer credits, overpayments and more!
- Canadian Customs Invoice (CCI) — One of the general documents required for basic customs clearance into Canada includes the Canadian Customs Invoice (CCI). This document helps the Customs Officials to verify the products, their quantities, value, weight, etc.
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- How to print labels for Delaware Valley? — Delaware Valley is one of the biggest wholesalers in the United States. In order to optimize their operations, they require that the receiving boxes have a specific label that can be easily read.
- How to print using Remote Printers? — The system allows you to select the Remote Printer option when printing invoices.
- Print on Confirm - Labels not shipped — The system will not allow printing box labels that have already been shipped. This means that when the order is confirmed a second time, the only labels that can be printed are those that have not yet been verified with the scan gun.
- Uploading & Printing POD (Proof of Delivery) — Komet Sales provides the ability to print the POD from the Order Summary once the file has been uploaded.
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On this page, you will find all the necessary information to effectively create and handle orders using Komet Sales. You'll discover how to efficiently manage and modify orders, append notes, generate new and provisional invoices, and incorporate supplementary charges. Additionally, you can access comprehensive guides for creating orders in units, generating reports, documenting lost sales, and other various actions in Komet Sales. |
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| title | Are You Already Tracking Your Lost Sales? |
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| url | https://www.kometsales.com/blogs/en/are-you-already-tracking-your-lost-sales |
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| title | What is Future Sales and How to Use it? |
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| url | https://www.kometsales.com/blogs/resources/webinar-what-is-future-sales-and-how-to-use-it |
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