Overview

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The system allows you to create as many Standing Orders as you need, you just need to follow these quick instructions.

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Excerpt

In this article you will learn how to create Standing Orders and add products to them.

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User Roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.

Create a Standing Order

To create a Standing Order, follow these steps:

Click on the

Go to Prebooks &

SO’s tab and click on the

SOs and select Add Standing Orders

tab

.
Enter the

customer name. Remember that after the first three characters the system will display the customers that match.

Select the Carrier and choose the Recurrence:

Enter the weekly frequency (e.g.: every 1 week, every 2 weeks).
Select the day frequency within a week.

Select the "Start date" and select the "End date" if needed, keep in mind that this end date can be left blank for orders with no end date. Click on the “Add special instructions or comments” to add notes to the order.

When finished click the “Save” button.

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Customer's name. You can search for a Customer by typing the first three letters of their name.
Select a Carrier.
Select the Recurrence. You can choose two types of recurrence:
1. Weekly
2. Daily
Set the Start Date.
Optional: Set the End Date.
Optional: Special Instructions or comments.
Optional: Add Invoice Notes. Invoice notes will be transferred to the Prebook and to the Invoice once the product is billed.
Click on Save.

Info

Take the following statements into account when creating Standing Orders:

If the item of a SO is entered with no cost (null), the system will not generate that item on the PO. However, if the SO item is entered with a cost of $0.00, the system will generate the PO with that item.
When the Start On date equals the current day, the automatic process will not generate Prebooks for the next day. You will have to create them manually.
When you select "Future Sales" as a customer and the inbound carrier is selected, these values are added automatically to generated the PO.

Adding

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Add Items to

the

a Standing Order

After creating the Standing Order header

has been created

, you can

now

add items to the order.

Optional: Enter the

vendor

Vendor name

(optional). This is for customers that request items from specific vendors.

.
Enter the product name.

To search for the product you can use any combination of the product name. Examples:

“roswhit60” will search for all 60 cm white roses.

“cdngreen” will search for all green cdn.

“red select carn” will search for all red select carnations.

“akito” will search for all akito varieties.
If you would like to add an assorted box to

Optional: Enter Breakdown information. To specify the product breakdown, do

as follows

the following:
1. Enter the assorted product description.
2. Enter the number of boxes.
3. Select the box type.
4. Enter the unit type. This will be used to calculate the total dollar amount.
  Bunch: The system will calculate the total with Boxes x Bunches x Price.
  Stem: The system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.
5. Click on Specify Breakdown
6. Enter the product description, bunches, Stems/Bunch, Cost, and Price (the price is applied to the unit type). The system allows you to set a Default Unit Type per product on your Komet product list. When you add that product to a

Prebook the

1. Prebook, the system

will

1. automatically

display

1. displays the Unit Type already configured. To set this option for each product, refer

to

1. to Default Unit Type for Products.

Optional:

3.

Click

“

on Add

notes” to add any item notes (e.g.: cut, sleeve color, etc.).

4. Repeat the steps for each item that you want to add to the standing order.

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Standing Orders Items Without Price

You are allowed to

Notes to add specific product notes

Repeat these steps for each item you want to add to the Standing Order.

Tip

When searching for a product, you can use any combination of keywords. For example:

“roswhit60” will search for all 60 cm white roses.
“cdngreen” will search for all green cdn.
“red select carn” will search for all red select carnations.
“akito” will search for all akito varieties.

Note
When the Automatically Move Open Market boxes to Inventory in Units setting has been enabled, you will be able to restrict boxes for the Future Sales customer from being opened once they arrive to the Staging Area. To do this, check the option Don't Open. This mark will be visible for warehouse users so they know that they must not open boxes marked as Don't Open.

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Items Without Price

You can create a SO without a price

and when it is saved,

; a red icon is displayed in the "Price" column

. Please see below:This

when it is saved; this information is also displayed in the Prebook and POs

:

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.

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You have the option to send this Prebook directly using the button located between Print & New Order

Note
Growers can only confirm orders according to a limit set by users in which users establish how many days in advance a Grower can confirm a Purchase Order. This is done in case there are changes that need to be done to that order. For more information, you can visit: Restrict Purchase Order Confirmations .

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Versions Compared

Old Version 34

New Version Current

Key

Overview

Table of Contents

Create a Standing Order

Take the following statements into account when creating Standing Orders:

Add Items to

a Standing Order

Standing Orders Items Without Price

Items Without Price

Page Comparison

Versions Compared

Old Version 34

New Version Current

Key

Overview

Table of Contents

Create a Standing Order

Take the following statements into account when creating Standing Orders:

Add Items to

a Standing Order

Standing Orders Items Without Price

Items Without Price