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Overview

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titleOrder Management

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titleSell by Units
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titleCredits Management
  • 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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titlePrinting
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titleTransfers Between Locations
  • Pass Through Location Transfers — This functionality allows the transferring of product from the main location to another branch, for those companies that require a pass-through location.
  • Multi-location Transfer Process for Boxes — This functionality allows the transferring of boxes in an orderly fashion from one location to another. In addition to this, the system saves and keeps track of the information and financial movements when transferring or deleting the product (this option only applies to boxes being transferred from one location to another.

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titleRelated Articles

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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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titleRecommended
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titleAre You Already Tracking Your Lost Sales?
urlhttps://www.kometsales.com/blogs/en/are-you-already-tracking-your-lost-sales
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titleWhat is Future Sales and How to Use it?
urlhttps://www.kometsales.com/blogs/resources/webinar-what-is-future-sales-and-how-to-use-it
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