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Overview

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Excerpt
The system allows you

In this article you will learn how to create

as many Standing Orders as you need, you just need to follow these quick instructions. 

Standing Orders and add products to them.

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

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Ui stepClick on the Prebooks & SO’s tab and click on the 

Create a Standing Order

To create a Standing Order, follow these steps:

Ui steps
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  1. Go to Prebooks & SOs and select Add Standing Orders

 tabs

  1. .

Ui step

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

Ui step

 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.
Ui stepSelect 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. If you want, you can also add notes for the invoice which

  1. Enter the Customer's name. You can search for a Customer by typing the first three letters of their name.

  2. Select a Carrier.

  3. Select the Recurrence. You can choose two types of recurrence:

    1. Weekly

    2. Daily 

  4. Set the Start Date.

  5. Optional: Set the End Date.

  6. Optional: Special Instructions or comments. 

  7. Optional: Add Invoice Notes. Invoice notes will be transferred to the Prebook and

then

  1. to the

invoice InfoPlease note:

  1. Invoice once the product is billed.

Ui step

 When finished click the “Save” button.

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  1. 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.

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Ui step

  1. Optional: Enter the

vendor

  1. Vendor name

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

  1. . 

  2. 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.
Don't Open

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.

Ui stepIf you would like to add an assorted box to specify the product breakdown do as follows

  1.  

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

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

Ui step

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

Standing Orders Items Without Price

You are allowed to create a SO without a price and when it is saved,

    1. to Default Unit Type for Products.

  2. Optional: Click on Add 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; 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

:Image Removed

.

Info
titleSend e-mail

You have the option to send this

prebook titleWarning

Prebook directly using the button located between Print & New Order

Warning
Note

Growers can only confirm orders according

to a

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

in case there are changes that need to be done to that order. For more information, you can visit: 

How to set a limit on titleRelated Articles

Restrict Purchase Order Confirmations .

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  • 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 is equal to the current day, Prebooks for the next day will not be generated through the automatic process. They will have to be created manually.
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations
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