Overview

Excerpt
Komet allows you to create templates and add them to the Prebooks.

To do so, please follow the next steps:

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Go to Prebooks & SO's > Add Prebook.

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Create the Prebook and save it. Once done, the system will display the Actions button located on the right-hand corner of the screen.

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Enter the items that you need, then go to the Actions button and click on the Save as Template option.

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Click on the link New Template.

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Name the template, select the customer that this template will be valid for and save. Keep in mind that if a template with a is saved, and the recipe is edited, the system will take into account those changes once the recipe is loaded

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Tip

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A template can be associated to a Customer Group. Type in the Customer Group name by entering 3 letters, select the customer group and click on Save.
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Roles enabled to perform this action: Fulfillment,Admin, Sales Manager, Sales, Allocations, Procurement Manager.

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