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changes.mady.by.user Andres Toledo

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Overview


Excerpt
Komet allows you to create templates and add them to the prebooksPrebooks. 

To do so, please follow the next steps:


Ui steps
sizesmall


Ui step

Go to Prebooks & SO's > Add Prebook.


Ui step

Create the

prebook header and

Prebook and save it. Once done, the system will display the

"

Actions

" button

 button located on the right-hand corner of the screen.


Ui step

Enter the items that you need, then go to the

"

Actions

" button

 button and click on the

"

Save as Template

" option

 option.

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Ui step

Click on the link

"

New Template

"

.


Ui step

Name the template, select the customer that this template will be valid for and

Save.

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NoteThe

save. Keep in mind that if a template with a is saved, and the recipe is edited, the system will take into account those changes once the recipe is loaded







Panel
titleRelated Content

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "template" , "prebooks" )
labelstemplate prebooks


Tip
titleTip

Relevant Articles

Prebook Templates
  • A template can be associated to a Customer Group. Type in the Customer Group name by entering 3 letters, select the customer group and click on Save.
Panel
Child pages (Children Display)
page

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  • Image Added


Ui text box
sizemedium

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


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