Overview
Komet Sales has an advanced setup option for each Customer Account.
Komet Sales has an advanced setup option for each Customer Account.
Under the "Advanced" setup link, within the customer's account settings, you can modify settings such as the fuel surcharge, shipping notes, UPC date options, pricing options and others.
Instructions
Follow the steps below:
Go to Setup > Customers
Search for the customer account, then go under the Actions column and select Edit.
The "Customer Information" window will pop-up.
Under the Setup tab, click on the link: "Advanced".
Advanced InformationFuel Surcharge Option
Enabling the "Charge Fuel Surcharge" means that once the fuel surcharge rate per box type has been set, the system will automatically apply this as an additional charge to any invoice for the customers this was enabled for. For more information read Fuel Surcharge.
UPC Pull Date Options
The UPC Pull Date information can be setup for Mass Market Customers.
- "Require UPC Pull Date": By enabling this option, the system will require the user to enter a Pull Date when the UPC information is required.
- "Default Pull Date Days": This field is used to set the number of days, after the truck date for the Pull Date field has been set. When the UPC information is specified, this will only apply for Prebooks.
"Pull Date Format": This option allows you to specify the format that is used to create the pull date when the UPC information is required.
Associating a territory
A territory can be associated with a specific customer if these are listed in the Territories of the company.
Instructions
Follow these steps:
Go to Setup > Customers.
Click on the Search button to find the customer that you are going to set up the setting for.
Under the Actions column click on "Edit".
The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.
In "Territory" click on the drop-down list and select the territory needed for the customer.
Click on Save.
Require payment upon confirmation
When the Require Payment Upon Confirmation option is enabled for a particular customer, the system will ask salespeople to enter the payment information once the order is confirmed from the Add Order and Order Summary screens. For further information on this option, read Require Payment Upon Confirmation.
Information
Keep in mind that in the case of massive confirmations, the system will restrict the orders of customers with this option enabled of being confirmed.
Customer tags
This option allows users to enter tags to mark a given customer (for priority, for example). The tags you enter here can be used to filter orders in the Confirm POs screen of the Grower Portal and will be taken into account for the Mass Allocations, Confirm Shipments, and Export to Excel actions. Remember that you can associate as many tags as you need. For further information please read Confirm POs from the Vendor Portal.
Invoice Prefix
Important: This option is only available for users having the Grower Company role activated
Companies type Grower, have a new field called Invoice Prefix in the Customer Advance Setup window to add a 3 characters prefix to the invoice.
This prefix will be only visible in the PDF the invoice before the Invoice # field.
Landed cost at price
When enabling this option, the system will show the landed cost as the suggested price in the sales screens. This means the GPM will be 0%. Also, the price will be recalculated when creating the final order, overriding the price set in the Prebook. This option applies for units and boxes.
Once this option is enabled, the system will recalculate the price taking into account all the landed cost components of the product and will suggest it in all the system screens where the price is calculated. If for any reason the suggested price is different from the price set in the Prebook (or manually entered in any screen) the system will display a ($) icon informing so:
From the Order Summary, a warning message will appear next to the order number informing that the system calculated and suggested a price for some of the products within the order. Click on the details icon to know the difference between the price entered and the price suggested by the system.
Info: Once the option Landed cost as Price is enabled, the system will use the landed cost for all E-commerce transactions.
Show FOB Price
Please refer to How Does the System Calculate the FOB price?
Price B Market
Info: The "Default Price B" also needs to be active if a Price List is being assigned to the customer in order for the pricing within the price list to apply. For more details please review Price lists.
The "Default Price B" option can be setup when an alternative markup over Price A applies to the customer if buying Open Market inventory. This can be set as a Percentage or Dollar amount. The system will take into account the Default Price B setting within the customer account when providing pricing for Open Market inventory. This markup also applies anywhere on the system where price is suggested from a price list.
Invoice Disclaimer- Per Customer
You can create an invoice disclaimer for a particular customer:
Go to Setup > Customers
Search for the customer account, then go under the Actions column and select Edit.
The "Customer Information" window will pop-up.
Under the Setup tab, click on the link: "Advanced".
Click on Add disclaimer and enter the text you want to appear in all the invoices for the customer.
Info: Remember you can also enter a disclaimer per Company. Please read Invoice Custom Information to learn more.
Groups
The assigning of a Group to a customer account allows you to process payments by group instead of by customer. Keep in mind that when a customer is set on a group, available credits will not apply individually per customer, it cannot be applied to any payment transaction. To assign a Group simply type in the name of a preexisting Group or type a new one to be added if it doesn't already exist, then click on "Save".
Account Code
The users have the option to enter the "Accounting Code" for each customer in the "Advance" link. This Account Code is used for integrations between Komet and external accounting systems.
Consolidate invoices on automatic billing
Enabling this setting for a given customer will allow the system to consolidate the orders with the same customer, ship to, customer PO #, carrier, and ship date in a single one for the automatic billing and allocation processes, even if the existing orders have already been confirmed. Please note that this option takes precedence over the Invoicing Policy set up in the Invoice Option settings.
Finance Charge Percentage
Info: This setting can be set up only when the optionFinance Charge
When a customer has open invoices after a given period, the system will charge them the [ ]% set up based on the total amount of their accounts
Info: If you don't want to charge this customer, you may enter 0%, however, if you enter an invalid number or none, the system will apply the charge set up to company level by default.
Show Truck Date on Order Entry
By enabling this option, the system will display a field called Truck Date (Estimated Arrival Date), which will be calculated based on the ship date of the order and the transit days set up for the customer with this option enabled.
Once you activate this option, proceed to set up the transit days, in the Days of Service tab, according to the weekday and the carrier.
Once you activate this option, the system will display the truck date when creating orders once you select a Ship Date and a Carrier. This field will be editable, however, the number of days entered could be restricted by the setting Min. Transit Days, available in Shipping Options.
Customer's currency
Companies with the multicurrency option enabled can set up a different currency for each customer. This is a process that can be carried out just once, since once enabled, all the transactions made for this customer will display the total in both your company currency and in your customer's currency according to the exchange rate set up at the time of the transaction. This option currently works for Euro, United States Dollar, Chinese Yuan, and South African Rand. Remember to review the shopping car before you place the order!
For further information about this process, read Multicurrency for Sales.
CRM Link
Komet Sales gives you the option to enter the customer specific CRM link within the Advanced settings of the Customer Komet Sales account. Adding this link, allows the salesperson to access it during the creation of an invoice order within the Order Entry screen.
To enable this option, please refer to Direct Customer CRM Account Access.
Instructions
Go to Setup > CustomersFollow the next steps to add the link to each customer's account:Search for the customer account, under the Actions column and select Edit
The "Customer Information" window will pop up.
Under the Setup tab, click on the link: "Advanced".
At the right side of the screen, you will see the customer specific CRM Link field. Add the specific CRM link for that customer and click on Save.
Info: The system will not display any CRM information when creating the invoice for the customer if the Customer account does not have a CRM Link set in the "Advance" setup of their Komet Sales account.
E-commerce Settings
All customers have certain E-commerce settings that can be configured, all these options are set on a per customer basis. Also, certain restrictions apply in order for the options to work within the E-commerce portal.
The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account. To see more information about the vendor information, read Vendor Name or Code for E-commerce.
Info: Aging Restrictions per Customer is only available for companies who have E-commerce activated.
To start using this setting please follow the instructions below.
Go to Setup > Customers
Search for the customer account, under Actions column and select Edit.
The "Customer Information" window will pop-up.
Under the Setup tab, click on the link: "Advanced".
Go to the "E-commerce Settings" section and configure the "Max Age", "Min Age" and "Display Vendor Codes" information as needed for that specific customer. The user can see more information about this fields by hovering over "What's this?" link. After finishing click on "Save".
The "Max Age" and "Min Age" setting per customer will limit the available products they view on E-commerce to be purchased, to the product items that comply with the aging restriction. If the customer does not have any information configured on the E-commerce settings, the system will show all aging available the Company. E-Commerce Settings when displaying the available products on E-Commerce.
Enabling the "Display Vendor Codes" option will cause for a "Details" link to be displayed at the product line item level within the E-commerce purchasing screen. This is so they are able to view the vendor code that the product was sourced from.
If the Vendor Availability setting is enabled this setting can be enabled and configured per customer.
In order to have the Vendor Availability activated on E-commerce refer to Configure E-commerce Settings.
":" If this option is enabled Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products.
Go to Setup > Customers.
Search the customer account, under the Actions column select Edit.
The "Customer Information" window will pop up.
Under the Setup tab, click on the link: "Advanced".
Go to the "E-commerce Settings" section and configure the "Allow changing custom product packs" information as needed for that specific customer. The company user can see more information about these fields by hovering over the "What's this?" link. After finishing click on "Save".
This option allows you to enter additional email addresses to send notifications when the customer completes the checkout process of an order from the E-commerce portal. If you want to enter more than one address, these must be separated by semicolons:
This is how the notification will look like:
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In this article, you will learn how to setup advanced customer settings.
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Table of Contents
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Access the Advanced Customer Settings
To access the advanced settings, do the following steps:
Go to Setup and select Customers.
Search for the customer account.
Select Edit under the Actions column.
Click on the Advanced link under the Setup tab.
You will find a description of each Advanced Setting in the following sections.
Advanced Information
Fuel Surcharge. To ensure accurate invoicing, set rates for fuel surcharges for each box type and automatically applied to customer invoices. For more information, read Fuel Surcharge.
UPC Pull Date Options:
Require UPC Pull Date. Require users to enter a Pull Date when the UPC information is required.
Default Pull Date Days. Set the number of days after the Truck Date for the Pull Date, you should specify the UPC Pull Date. This option is only applicable to Prebooks.
Pull Date Format. Specify the format used to create the pull date when the UPC information is required. You can also set the UPC Pull Date information for Mass Market Customers.
Territory. Associate a customer with a territory. You will only see existing territories in the list. To learn more, read Territories.
Require Payment Upon Confirmation. Require salespeople to enter the payment information once the order is confirmed. If there are massive confirmations, the system will prevent orders from customers who have enabled this option from being confirmed. To learn more, read Require payment upon confirmation - Order Entry.
Invoice Disclaimer. Add a disclaimer for the customer that the system will print on the footer of their invoices. You can also enter a disclaimer per Company. To learn more, read Invoice Custom Information.
Tags. Customer tags enable you to filter results in the Confirm POs screen in the Grower Portal. To learn more, read Confirm POs from the Vendor Portal.
Show FOB Price. Enabling this option includes Fuel Surcharge and Outbound Freight in the sales screen price, avoiding separate charges on the invoice. To learn more, read How Does the System Calculate the FOB price?
Landed Cost as Price. The system will display the suggested price as the landed cost, overriding the Prebook price, and will also use this price for every e-commerce transaction. Any differences are indicated with a ($) icon, and detailed information can be accessed by clicking on the details icon from the Order Entry screens. Applies to both units and boxes.
Price B Markup. Add an alternative price markup the system will use when the customer buys products from the open market inventory. This markup is required for customers with price lists. To learn more, read Using Price Lists.
Groups. Group assignment enables the processing of payments collectively for a group. Customers in a group cannot use their available credits for individual payments. To assign a group, enter an existing name or create a new one, and click "Save.”
Accounting Code. Add an accounting code to the customer for smooth integration with external accounting systems in Komet.
Consolidate Invoices on Automatic Billing. Enabling this option for a customer merges orders with the same details into a single order, simplifying billing and allocation. Overrides Invoicing Policy.
Finance Charge Percentage. Set an additional charge in percentage for unpaid invoices beyond a certain timeframe calculated over the total account balance. To exempt the customer from these charges, enter a 0 in this field. Otherwise, the system will charge the standard company charge. To learn more, read Finance Charge Percentage per Customer.
Show Truck Date on Order Entry. The truck date will appear when creating a new order with the ship date and carrier. Keep in mind that the minimum transit days setting might restrict the number of days that can be entered. To calculate a date based on ship date and transit days, use the "Truck Date" feature and set up transit days in the "Days of Service" tab.
Customer's Currency. Set up specific currencies for your customer with the multicurrency option. When enabled, all transactions show the total amount in both currencies, including Euro, USD, CNY, and ZAR. We recommend reviewing your shopping cart before placing an order. To learn more, read Multicurrency for Sales.
CRM Link. Add a personalized CRM link in Komet Sales Advanced settings for easy access by your sales team when creating invoice orders. To learn more, read Direct Customer CRM Account Access.
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FOB Price: When you're setting up prebook and standing orders, remember to include the Fuel Surcharge in the price you enter. Once the items are invoiced, the system won't add the fuel surcharge again. How Does the System Calculate the FOB price? |
E-commerce Settings
Customers can configure specific E-commerce settings that are set on an individual basis. However, restrictions do apply to ensure the options work effectively within the E-commerce portal. Below are detailed descriptions of each setting:
Aging Restriction per Customer and the Displaying of Vendor Codes. Set an age restriction for each customer to control product purchasing on E-commerce. To learn more, read Display Vendor Name or Code for E-commerce.
Max Age. Maximum product age the system will display. If a product has reached the specified age limit, it will not be available for purchase. If you leave this field blank, the system will follow the company policy regarding product availability.
Min Age. Maximum product age the system will display. If a product has reached the specified age limit, it will not be available for purchase. If you leave this field blank, the system will follow the company policy regarding product availability.
Display Vendor. Select the information the system will show to the customer.
Allow changing custom product packs. If this option is enabled, Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products. Requires enabling the Vendor Availability from the E-Commerce Settings.
Require Credit Card Payment. Require the Customer to pay by credit card to complete their order in E-do Commerce. This option is only available for customers whose default currency is US$.
Restrict Credit Card Access. Disable credit card payments in e-commerce and hide the information on the customer’s cards. This setting is unavailable if Require Credit Card Payment is enabled.
Send Check-out notification To. Add more email addresses for order notifications by separating them with semicolons. To be able to set up this on a per-company or location basis, go to E-Commerce Settings.
E-Commerce Markup. This markup applies to all E-commerce transactions, regardless of inventory type. It can be an addition to the price or a discount, entered in either dollars or percentages. If set up for the customer, it will override any Price B markup.
Allow to choose Inventory Type. Enable the Customer purchasing in the e-commerce to filter between the different inventory types, such as All / On Hand / Future Sales / Vendor Availability / K2K / E2E.
Note: the system has two validation processes that can prevent the display of On Hand or E2E inventories:
If the "Hide On Hand Inventory setting" is enabled, On Hand inventory will not appear in the e-commerce platform, even if you enter it in E-commerce Settings.
When a user selects the "Shipping Via" Grower option within the e-commerce platform, the system will not display the E2E inventory either.
Ship Via. Set a default shipping option for customers on E-commerce orders. "Ship Via Grower" means only Vendor Availability products will be displayed. Alternatively, you can let the user choose their option. Keep in mind that shipping costs won't be factored into Landed Costs for K2K products.
Customer’s Resale GPM. The system calculates and adds a suggested resale price column to the e-commerce page to help your customers with their reselling. The suggested resale price is informative only and not used by the system.
Show arrival date instead of ship date. Display the order's arrival date in the E-Commerce instead of a shipping date of 0.
Select a Ship Via
This option allows selecting the default via option for E-commerce Orders. There are three options available:
Through the warehouse: Shipping items
via the warehouse means that these items will be sent from
the vendor to any of the importer'
s warehouse locations; these items will be processed through the inventory and shipped to the final customer from
the warehouse.
Direct From the vendor: This particular option
is meant for orders that are shipped
straight from
the vendor
to the
customer.
Please note that once this option is
activated for a
specific customer, the system will only
show the Vendor Availability inventory
, which includes K2K
if
it is relevant. If you choose this option
, the system
will not factor in the AWB freight, handling
fees, duties,
or inbound truck freight
when determining the landed cost calculation
for the suggested sales price.
Instead, the system will only consider the flower cost and
This is how this option will be displayed for a customer on e-commerce:
GPM in determining the selling price.
User's Choice: In this case, the customer will be able to choose how the products should be shipped. If the customer selects Ship Via Warehouse, the system will display On Hand, Future, and Vendor Availability inventory (including K2K if it applies). If the user selects Ship Via
If users select Ship Via Grower on Prebooks or E-commerce orders for products coming from K2K integration in the Customer Company, the system will associate the customer information of the Prebook as a Ship To in the Vendor Company's invoice as well as the selected carrier and Carrier account number.
In case the Prebook Customer has a Ship ToGrower, the system will
By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date. For more information, please refer to Display the Arrival Date instead of the Ship Date on E-Commerce.
When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Customer's Days of Service and the Cut Off set up. The system will take into account the transit days so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.
The GPM can be setup for a specific customer to calculate a suggested sales price on E-commerce.
Follow the next steps to setup the GPM for each customer's account:
Go to Setup > Customers
Search for the customer account, under the Actions column and select Edit.
Under the Setup tab, click on the link: "Advanced".
Under the E-commerce Settings, enter the GPM percentage and click on Save.
This option allows to set up a markup that will apply over the final price displayed on the E-commerce for a given customer. it also applies to products coming from K2K. It can be set up either in dollars or percentage and be positive or negative:
only display Vendor Availability inventory (including K2K, if it applies).
Ship K2K products
If users select Ship Via Grower on Prebooks or E-commerce orders for products coming from K2K integration in the Customer Company, the system will associate the customer information of the Prebook as a Ship To in the Vendor Company's invoice as well as the selected carrier and Carrier account number. If the Prebook Customer has a Ship To, the system will display the Ship To and the customer name (separated by c/o). For example, Store 1 c/o ABC Wholesaler.
Show Arrival Date Instead of Ship Date
By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date.
When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Customer's Days of Service and the Carrier Cut-Off Time. The system will take into account the transit days, so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.
Set a Customer’s GPM
You can set up the GPM to calculate a suggested sales price for a particular customer on E-commerce.
To set up the GPM for a customer's account, do the following instructions:
Go to Setup > Customers
Search for the customer account under the Actions column and select Edit.
Under the Setup tab, click on the link: "Advanced".
Under the E-commerce Settings, enter the GPM percentage and click on Save.
E-Commerce Markup
The system will apply the e-commerce markup after having considered the limit price. The order for calculating the final price is the next:
Product Price.
Price B markup.
E-commerce Limit Price Consideration.
E-commerce Markup.
FOB
Keep in mind that the E-commerce markup will override the Price B markup (in case both are enabled).
This option enables a filter on E-commerce through which the customer will be able to filter by different inventory types on E-commerce: All / On Hand / Future Sales / Vendor Availability / K2K. This depends on the features enabled for the location or the company.
This is how the E-commerce List will look like if we enter On Hand and Future Sales inventory to be displayed.
-Fuel Surcharge.
Final price calculation.
Keep in mind that the E-commerce markup will override the Price B markup (in case both are enabled).
Display Inventory Type
This option allows you to restrict the type of inventory that should be displayed for the customer on the E-commerce. You will be able to select several inventory types. By leaving the field empty, the customer will be able to see all the inventory types. This option
shall be subject to the E-commerce Settings for the company or location, meaning that if the option Hide On Hand Inventory is enabled, for example, the system will not display On Hand inventory, even if you enter On Hand in this setting.
Advanced Setup Options for Multi-Locations
For multi-location companies, there are other options to be configured in this section.
Multi-location companies have the option to assign a Main Location to each customer, this way you can use the automatic filter searches for customers who have a specific location selected as the Main Location. This applies| Info |
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This option will only be available if the Allow to Choose Inventory Type option is enabled. |
Assign a Customer’s Main Location
For companies with multiple locations, it's possible to designate a Main Location for each customer. This allows for easy filtering when searching for customers associated with a specific location. This feature is applicable when creating Standing Orders, Prebooks,
Standalone PO, and invoices.
To assign a
customer’s main location, do the following instructions:
Go to Setup > Customers.
Search for the customer account
from the Actions column and select Edit.
Under the Setup tab, click on the "Advanced"
link.
Click on
the Main Location field and select the location that you want to assign as the main location for that specific customer.
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To ensure that only customers associated with a Main Location are displayed by default when creating |
Prebooks, invoices, or POs standalone |
, you can activate the corresponding setting option in the /wiki/spaces/KB/pages/3332457. Additionally, there is a filter option available in the Customer Settings |
that enables the search for customers with the same main location associated on |
A/ |
R - Aging/Statements, |
A/ |
R - Open Invoices, |
The location selected as the main location will appear on the following Excel reports:
A /R >> Aging Statements>>Aging Details Report - Excel
A /R >> Aging Statements>>Export to Excel
A /R >> Payment History>>Payment History - Excel
A /R >> Payment History>>Payment Details - Excel
A /R >> Payment History>>Discounts Report - Excel
A /R >> Open Invoices>>Export to Excel
Order Entry >> Credit Summary>>Export to Excel
Setup >> Customers>>Export to Excel
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