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Overview


Excerpt

The system allows to set up different order sources for products within your Prebooks, according to your team's operation. The order sources added to prebooks will be transferred to the invoice once products are billed.

 


Info
titleInformation

Some products will include the order source information as a label (only editable by admin users).

  • Products coming from Standing Orders will have a default order source of SO (Standing Order).
  • Products coming from Vendor Availability will have VA as default order source.
  • Products coming from K2K integration will have K2K as default order source.
  • Products bought on e-commerce will also be assigned with a default order source (visible either in the prebook or the order created), depending on the inventory origin: 
    •            WOH: Web Order -On Hand Inventory.
    •            WFS: Web Order - Future Sales Inventory.
    •            WK2K: Web Order - Komet to Komet Inventory.
    •            WVA: Web Order - Vendor Availability Inventory.            


Ui expand
titleHow to Activate Order Sources for Prebooks

Order sources must be set up and enabled from the Settings screen by an admin user. For further information on how to set up order sources, read Order Sources.


Ui expand
titleHow to Add Order Sources to Prebooks from the Add Prebook screen

When the setting is enabled, you willl will be asked to add order sources while adding a new prebook or while editing products in existing prebooks. Follow the next instructions to add order sources.

Info
titleInformation

When the Order Source setting is enabled, order source sources must be added while adding products in units, boxes or coming from Vendor Availability or Future Sales.


Ui steps
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Ui step

Go to Prebooks & SO's>>Add Prebook.


Ui step

Enter the prebook information (Instructions explained on Creating a New Prebook).


Ui step

Select the order source and click on add. The item will be added to the bottom of the grid and the Order Source column will appear.


Ui step

Click on Save to finish. 





Ui expand
titleHow to Edit Order Sources


Ui steps
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Ui step

Go to Prebooks & SO's > Prebook Summary.


Ui step

Go to the Standard View.  


Ui step

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


Ui step

The system will display the Add Prebooks screen for the selected Prebook where you can edit the order source of the Prebook.


Ui step

Go to the Actions column for a particular prebook line (either in units or boxes) and click on Edit.


Ui step

In the Order Source drop-down menu, select the desired order source and click on Add. And the click on Save to finish.





Ui expand
titleHow To Add Order Sources to Prebooks Lite

While creating Prebook Lite (using the shortcut Ctrl + E) users will be asked to enter the order source. This field will appear as a dropdown menu.

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Ui expand
titleHow To Add Order Sources While Creating Prebooks from Excel

While creating Prebooks from Excel, the order source field will be mandatory in the XLS file sent.



Ui expand
titleOrder Sources Transferred from Prebooks to Invoices

The system will transfer the order source from the prebook to the invoice for orders created through any of the following billing methods:





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titleRelated Articles

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cqllabel in ("prebook-creationorder-sources","sources","prebookadd-completedsources","editsources-prebooks")


Info
titleDefault Status

All the Prebooks created (by any method) as of the activation of this function will have the Default status set.


Ui text box
sizemedium

(lightbulb) Roles enabled to set up prebook statuses: Admin, Setupadd order sources to prebooks: Sales Manager, Sales, Allocations, Admin.