Go to Prebook->Add Prebook.

 Fill out the fields that are required for the Ship to field, click on the Select link and the pop-up window for Choose a Ship To, will appear.

On this window, click on the Add a new ship to link, simply click on it and enter the information required.  Also in this window, there is the option to enable the Use for this Order Only feature.  This allows the user to enter a ship to that will not be stored under the Customer's Account, instead, it will only be used for that order. Make sure to select the right option when saving:

• If you select Save & Use the Ship to just created will be used in the current order. 

• If you Select Save & Close, the Ship to will be added to the Ship To's for the customer in Komet but it will not be used in the current order. 

• When selecting the  Use for this Order Only feature, you will only have the options to select Save & Use or Close.

Mandatory Selection of Ship To's

The user must select a Ship To when creating a Prebook for a customer that has more than one Ship To. The user may not continue with the order until a Ship To is selected. In addition, the user can "Change" or "Remove" the Ship To selected. Refer to Archive - Customer Settings /wiki/spaces/KB/pages/3332457 for more information.

Click on the Prebooks & SO’s tab and click on the “Add Prebooks” sub-tab.

 Click on Add Future or Vendor Availability items.

The future inventory screen will be displayed by default. You can filter your search by date or product name. Once you find the desired product, click on Add, in the Action column.

 Enter the required fields. Notice you can add products both in units and boxes. Enter the number of boxes or units, the price, and click on Add.

Once you do that, the item will be added to the order and you will be able to continue adding products. To add products from vendor availability, please click on the Vendor Availability tab, search for your products, enter the required fields and click on Add.

• Once you return to the Add Prebook menu, a letter will appear next to the product name. The F indicates a product selected from Future Sales and the V indicates the product come from Vendor availability.
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• If the content within a box is partially sold in units, the remaining units will be available to be sold as units provided that the setting Bill Units as Boxes is disabled. 

Go to Prebooks & SO's > Prebook Summary.

Go to the Standard View.  

 Click on Edit, in the Actions column for a particular Prebook.

The system will display the Add Prebooks creen for the selected Prebook where you can edit the Prebook information. If you want to change the Quantity and the Price you will be able to do it inmedialy, on the contrary, if you want to change details as Box Type, Unit Type, Vendor, go to the Actions column and click on Edit.

If the Prebook is already associated with a PO the system will allow you to edit just the price. (For make an exception, activate the user setting Allow Price Changes on Purchased Items).

Go to Prebooks & SO's>>Prebook Summary

 Search for the Prebook and click on Edit in the Actions column.

 Make the necessary changes on the Prebook.

Click on Update Invoice, next to the Print button.

The system will open the Update Invoice window. There, all the invoices associated to the Prebook will be listed with their current information.

 Click on Yes, Continue. The system will update the information of all the invoices with the carrier and date of the Prebook.

 If the invoice already has payments applied, has been transferred to another location or the invoice change policies do not allow to make changes a message will appear informing that the invoices could not be updated.