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Overview
In this section, the users will learn how to manage orders, create new invoices or temporary ones, edit, and add notes to them. Besides, there is detailed instruction on how to purchase products for future sales, how to recognize E-Commerce orders, sales by the bunch, credit limit overrides, and placing customer credits.
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- Order Entry Keyboard Shortcuts — Shortcuts allow you to work faster when working with your inventory in the Order Entry tab.
- Order Entry Options — The Order Entry Options give you the possibility to change the inventory entry mode (Single or Bulk), the font size, and to filter the quantities (in FBE or in pieces).
- Creating A New Invoice — There are several billing options that make possible to create invoices automatically or manually, as needed. Features such as Mass Allocation and Automatic Billing can make a difference during an operation. However, for items that need to be manually invoiced, the user can do so under the Order Entry tab.
- How to Add Notes Onto the Order? — Adding notes to the order can be handy when it's necessary to send specific instructions to the warehouse (warehouse notes), or in case, the users needed to send a comment to the customer using the invoice notes.
- How to Edit a Carrier and a "Ship To" on an Invoice. — Ship To's are used to associate different locations where the products can be shipped to for a specific customer. Once an invoice has been created, the ship to information can be modified if required.
- How to identify E-commerce orders? — Web orders are placed by customers with access to the e-commerce portal; these orders are different from regular orders as they have a prefix on the order number.
- How to invoice additional charges? — Additional charges allow you to add items to your invoice that are not from the inventory. These charges are useful to charge things such as fuel surcharge, product repacks, quality control inspections, and any other item that is not received in the inventory.
- Changing the Salesperson on the Order — The system allows a sales rep to change the salesperson on orders. This is sometimes necessary due to the account owner being absent or to any other situation that would require this change.
- How to create Future Sales orders? — Here you will learn how to create future sales orders for customers. Future Sales orders are based on products that were bought through a Future Sales Stand Alone PO, that has been confirmed by the Vendor.
- How to Export Invoice Orders Details — Komet Sales allows for salespeople to Export Details of invoice orders in a fast and easy way in an Excel File format.
- Adding Multiple Items at Once — When a user is selling an item that is pre-sold (i.e.: the item has a customer associated to it) the system will ask the user if other items that are available in the inventory and belong to the same customer, can be added to the invoice as well.
- Applying Discounts to Line Items & Invoice Orders — The system allows you to apply discounts to any product line item or to an invoice order as a whole. This section will provide you with the instructions on how to do these.
- Invoice and Credit Line Numbers — The system identifies each line product within an order by adding a unique number to each line. This makes it easy to identify each line within an invoice order or credit memo.
- Using temporary invoice numbers — Users have a setting that allows for the creation of temporary invoices in order to maintain the right consecutive number on all confirmed invoices.
- Using Ship To's — Ship To's provide you with the ability to manage multiple shipping addresses for a specific customer account.
- Availability Reports — Komet Sales has a wide range of reports that can be generated based on the information required. Even without access to the reports tab, the Sales Team will be able to download the availability report, which shows the open market items in stock. This report can be downloaded as a PDF or Excel file.
- Vendors Brands — Komet Sales not only allows you to group your inventory by vendors, but also by brand.
- Order Summary— The Order Summary allows you to perform several actions in the system, such as printing reports, confirming orders or printing invoices.
- How to Split Product Lines from the Inventory?
- Shipment Report—The Shipment Report allows you to print a report for a given customer and a period of time from the order entry.
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- 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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- How to print labels for Delaware Valley? — Delaware Valley is one of the biggest wholesalers in the United States. In order to optimize their operations, they require that the receiving boxes have a specific label that can be easily read.
- How to print using Remote Printers? — The system allows you to select the Remote Printer option when printing invoices.
- Print on Confirm - Labels not shipped — The system will not allow printing box labels that have already been shipped. This means that when the order is confirmed a second time, the only labels that can be printed are those that have not yet been verified with the scan gun.
- Uploading & Printing POD (Proof of Delivery) — Komet Sales provides the ability to print the POD from the Order Summary once the file has been uploaded.
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| title | Transfers Between Locations |
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- 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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On this page, 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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| title | Are You Already Tracking Your Lost Sales? |
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| url | https://www.kometsales.com/blogs/en/are-you-already-tracking-your-lost-sales |
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| title | What is Future Sales and How to Use it? |
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| url | https://www.kometsales.com/blogs/resources/webinar-what-is-future-sales-and-how-to-use-it |
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