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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Komet Sales allows the creation of Prebooks in units, which means that instead of enteringa quantity ofboxesentering a 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:

Go to the Setup > Settings tab and under the Order Entry option click on the Sell by Units link.
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Select the Sell by Units option by clicking on the check-box. Select the way the pricing should behave and click on Save button.
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Instructions

Ui steps
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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.

Enter


Ui step

 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:

“roswhit 60”
  • “roswhit60” will search for all 60 cm white roses.
  • “cdngreen” will search
for all greencdn
  • forallgreencdn.
“red selectcarn”
  • “redselectcarn” will search for all red carnations.
  • “akito” will search for all
akitovarieties.
Enter
  • Akito varieties.


Ui step

 Enter the Unit Type which will be used to calculate the

total

price amount.

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

total

price is based on the unit type).


Ui step
Click

 Click on the green 

"

Add

"

 button on

theright

the right-hand side. The item will be added to the bottom of the grid.

Repeat
Note

Price Suggest Feature

The system allows for 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.

 

 

Remember that:
Tip
title


Ui step

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

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titleTo Keep in Mind
  • If the Automatic Billing is  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 an invoice order and the rest of the items will be released to Open Market. That order can be both in units or boxes, please read read Automatic Billing in Boxes - Prebook Prebooks in Units for  for further information. To set this up, read our our Sell By Units Setting article.
  • The "Billed Units" in the Prebook Summary Fulfillment view and the Allocations view, currently don't reflect the correct line item quantity information entered on prebooks 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 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 Bulk Purchasing Mode for 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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Filter by label (Content by label)
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labelsprebooks

 

 

 

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
sizemedium

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


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