The system allows you to create as many Standing Orders as you need; you just need to follow these quick instructions.
| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt | |||||
|---|---|---|---|---|---|
In this article you will learn how to create Standing Orders and add products to them.
|
Table of Contents
| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Create a Standing Order
To create a Standing Order, follow these steps:
Go to Prebooks & SOs and select Add Standing Orders.
Enter the 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:
Weekly
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:
|
Add Items to
a Standing Order
After creating the Standing Order header
, you can add items to the order.
Optional: Enter the Vendor name.
Enter the product name.
Optional: Enter Breakdown information. To specify the product breakdown, do the following:
Enter the assorted product description.
Enter the number of boxes.
Select the box type.
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.Click on Specify Breakdown
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 system
automatically
displays the Unit Type already configured. To set this option for each product, refer
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:
|
| 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. |
Items Without Price
You
can create a SO without a price;
a red icon is displayed in the "Price" column
when it is saved; this information is also displayed in the Prebook and POs
.
| Info |
|---|
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: |
Info:
- 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, the automatic process will not generate Prebooks for the next day. They will have to be created manually.
| Filter by label (Content by label) | |||
|---|---|---|---|
|
|
|
|
|
|