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Overview


Excerpt

Komet Sales allows the creation of Prebooks in units, which means that instead of entering a quantity number of boxes, the Prebooks can be created using a total quantity of either stems or bunches.

Keep in mind that in order to start using this feature, it must be enabled from the system setup tab. To do so:

  1. Go to the Setup > Settings tab and under the Order Entry option click on the Sell by Units link.

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     2.  Select the Sell by Units option by clicking on the check-box. Select the way the pricing should behave and Save.

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Once set, the Prebooks by units can be created. 


Instructions

Ui steps
sizesmall


Ui step

Go to “Prebooks & SO’s > Add Prebooks”, complete the Prebook header and save it. Notice that the customer information will appear once you added this to the Prebook, including the payment methods, credit information and shipping address. After the Prebook header has been created items can be added to the Prebook. To do so, click on the Units tab.


Ui step
Enter

 Enter the "Vendor" name (if required).

Enter


Ui step

 Enter the "Product" name. To search for the product use any combination of the product name. Examples:

“ros whit 60”
  • “roswhit60” will search for all 60 cm white roses.
“cdn green”
  • “cdngreen” will search
for all green cdn
  • forallgreencdn.
“red select carn”
  • “redselectcarn” will search for all red carnations.
  • “akito” will search for all
akito
  • Akito varieties.
Enter


Ui step

 Enter the Unit Type

 This

 which will be used to calculate the

total dollar

price amount.

  • Bunch: The system will calculate the
total with
  • price based on "Bunches x
 Price
  •  Unit Price".
  • Stem: The system will calculate
the total with
  • prices based on  "Bunches x Stems/Bunch x
 PriceEnter the number of 
  •  Unit Price".
Info

The system allows for a Default Unit Type per product to be set on the Komet product list. When adding that product to a Prebook the system will automatically display the Unit Type already configured. To set this option for each product refer to Default Unit Type for Products.


Ui step

 Enter the number of Total Units and Unit Price (the price is

applied

based on the unit type).


Ui step
Click

 Click on the green 

"

Add

"

 button on the right-hand side. The item will be added

on

to the bottom of the grid.

Repeat


Ui step

 Repeat these steps for each item that needs to be added to the Prebook.

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Note

Price Suggest Feature

The system allows the creation of prebook in units without having to put a unit price. In this case, the system will suggest a price once the items are purchased based on the cost of the product within the Purchase Order and the financial settings (Freight, Handling, Duties, etc.) previously set.

Info
In the Prebook Summary and Order Entry tabs, the detail lines conserve the order in which the products were entered by the user, even when Editing the prebook.

 

 

IMPORTANT

If the Automatic Billing is enabled and the inventory comes from

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titleBGColorSteelBlue
titleTo Keep in Mind
  • If the Automatic Billing is enabled and the product being confirmed in the Staging Area is for a Prebook in Units, the system will automatically add the units to
the
our 
  • The
fulfillment
  • "Billed Units" in the Prebook Summary Fulfillment view and the
allocations
  • Allocations view, currently don't reflect the correct line item quantity information entered on
prebooks in units.Improvements and new options for prebooks in units are on their way
  • Prebooks in units, if the unit of measure is "Stem".
  • In the Prebook Summary and Order Entry tabs, the detail line items maintain the order in which the products were originally entered by the sales user, even when the Prebook has been edited.
  • Notes added to a product line item within a Prebook in units will also appear in the Bulk Purchasing screen. Please refer to the Presold Units article for more details on this.
  • The system allows the creation of Prebooks in units without having to put a unit price. In this case, the system will suggest a price once the items are purchased based on the cost of the product within the Purchase Order and the Financial Settings (Freight, Handling, Duties, etc.) previously set.
  • The system allows for a Default Unit Type per product to be set on the Komet product list. When adding that product to a Prebook the system will automatically display the Unit Type previously configured. To set this option for each product, refer to Default Unit Type for Products.



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titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "create-prebook" , "prebook-units" , "sell-by-units" )
labelscreate-prebook sell-by-units prebook-units


Warning
titleImportant

Keep in mind that in order to start using this feature, it must be enabled from the Sell By Units Setting


Ui text box
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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