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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 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.


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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Panel

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)
false
showLabelsfalse
max10
showSpacefalse
sorttitleshowSpace
cqllabel in ( "template" , "prebooks" )
labelstemplate prebooks

 


Tip
 note
title
Tip
The
  • 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.

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Ui text box
sizemedium

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


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