Overview
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Our billing system offers auto and manual invoice options, including Mass Allocation and Automatic Billing features for improved operations. To manually invoice items that need to be manually |
processed, |
go to the Order Entry tab |
or use
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The system displays a message once you select a customer who has prebooks pending to be billed. For more information, read Prebooks in Units pending Billing. |
Table of Contents
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How to Create an Order
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Go to Order Entry and select Add Order.
Select the Customer, Date, Carrier, and Customer PO or Ref. # (if applicable). After selecting the customer, the system will display general information about the customer, such as Salesperson, Aging, Shipping Address, Payment Method, notes, CRM link, and more. Also, there, you have the option to
Modify Shipped K2K Purchase Orders and Add Notes to an Order
Click on Save.
Add items by clicking on the Add
Items green button.
Once you click on Add Items, the Inventory window will open. There are two views for adding products:
Single-mode. To add products in the single mode, click on Add in the actions column.
Bulk Mode. To add a product in the bulk mode,
search for the product
, fill in the "Qty," and change the price if needed
. You can also press the "Enter" key to add the item
. To learn more, read Order Entry Options and Custom Columns.
Once you have added the required items, close the Inventory window. The items are added at the bottom of the General Order Information.
Click on Save if everything is correct.
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The system displays a message once you select a customer who has prebooks pending to be billed. For more information read Prebooks in Units Pending to be Billed.
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You can also add future inventory, individual units, and hard goods. To sell products from the future inventory, go to the "Future" tab, click "Add," and fill in the details for boxes or units.
Future Ship Dates
When the Ship Date of the order
exceeds 8 days
from the current time, the system will
prompt for
validation upon attempting to Save the order. To
proceed,
please type in the word "ACKNOWLEDGE" and
select Yes, Continue
. The confirmation button will only appear
after the
acknowledgment word
is entered.
A similar validation will appear when you try to Save an order which is in the past.
The system will display the aging based on the selected invoice’s truck date.
Overselling Products
If
the quantity entered by the user exceeds the available
stock,
If the user enters the word "ok" and clicks on OK, the system will enter all the available quantity in the quantity field, and the user will be able to add it to the order. If the user clicks on Cancel, the user will have to enter a different quantity. This applies for boxes, units, and hard goods and it also occurs when trying to edit an order entering a quantity greater than the availability.
a notification will pop up. Clicking "OK" will fill in the available quantity, but if "Cancel" is chosen, a new input will be required. This applies to boxes, units, hard goods, and order modifications.
If the setting Sell Over Available Quantity is enabled, this option won't work.
Tips
to Create Invoices
If a customer has multiple
ship-to's, the users can select the one they need from this screen as well.
If the Salesperson Code setting is enabled, under the Add Order 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. For more information on how to set up a Salesperson Code, please read the following article: Setup Company Users & User Options.
Additional charges can be added to an order
. To learn how to do this, please refer
Temporary Invoices can also be activated by contacting
https://www.kometsales.com/#contact. You can learn more about this by reading
For the users to be able to change the Salesperson in the invoice, please refer to the next article:
If you want to hide the Aging and GPM column per line when creating the order, you have the option of using the shortcut: Ctrl + U, or
activating the User Option: Hide Sensitive Data on Sales Screen for each salesperson company user. For more details, review:
When the user is invoicing Open Market Units, the system will take into account the Default Price A or Price B setting within the customer's account, including any Price B markup/markdown over Price A that may have been pre-configured.
While adding products remember the system will only display inventory On Hand having an arrival date previous to the Order Date when the Inventory
Rotation in Boxes is activated.
See the Landed Cost Details of
a Product
When adding products to
invoices, the system
provides the option to
view the landed cost component
by double-clicking on the product name.
It's important to note that the system automatically calculates the landed cost per unit and per box.
This option will not work if the option Hide Sensitive Data on Sales Screen is enabled.
Salesperson Management
The system, by default, will associate a salesperson
with the order based on the salesperson that was assigned to that customer.
The user is allowed to override the salesperson that was entered previously on the order by changing the"Salesperson" field if the "Allow salespeople to change the salesperson of the order" setting is enabled on Order Entry Options and Custom Columns .
To
learn how this setting
works, follow either link below:
Single Location:
Multi-Location: Order Entry
CRM Link
To set the CRM Link for each customer, please refer to the next articles: CRM
Setup .
Sell Products
From
any Vendor
If the Inventory
Rotation in Boxes is enabled (also for the salespersons), the system gives you the option of consolidating the lines with the same product, even if they belong to different vendors.
To do that, check the Group Vendors Box (or press the V key from the Qty or Unit Price field).
Notice that the system will consolidate the same product lines, even if they have a different price (the system will show a weighted average price) unless the Separate lines by price option is
enabled.
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