Versions Compared

Old Version 86

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

 

excerpt

Anchor
topofpage
topofpage

Excerpt

In this article you will learn how to create Prebooks.

Tip

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

Table of Contents

Table of Contents
minLevel1
maxLevel1
absoluteUrltrue
excludeTable of Contents

What is a Prebook?

A Prebook is a pre-

sell

sale or commitment between the company and your customer where the company agrees to provide the products to the customer on a previously specified date.

Info
iconfalse
titleUseful Tip:
1)

You can create a Prebook anywhere in the system

. Just

by pressing Crtl+E

the next window will be displayed. (Please read

(Please read Common Actions With Prebooks for further details)

Image Removed

. 

Instructions

To create a Prebook, follow these steps:

1) Create the Prebook Header

  1. Click on the Prebooks & SO’s tab and click on the “Add Prebooks” sub-tab.
  2. Enter the Customer name. (Remember that once the first three characters are entered the system will display the customers that match.)
  3. Select the Truck Date and the Carrier.
  4. Select a Ship To if it is required.
  5. Select the Ship Via, either by "Warehouse" or "Grower".
  6. Select the Salesperson.
  7. Add special instructions or comments if needed.
  8. Click on the “Save” green button. 

Image Removed

Note
  • The system, by default, will associate the salesperson to the order based on the salesperson that has that customer assigned and whether Fresh Cut or Plants are being sold. 
    • If the Salesperson Code setting is enabled and the salesperson has a code set up, under the Add Prebook screen, the field for Salesperson Code will appear to select a code from. Also, if under the settings there is a code selected as Default, the system will automatically default to that specific code

    Back to top

    • You can apply a specific price list to a Prebook. For more information, read Apply a Price List to a Prebook.

    • Assorted products can have recipes in their breakdown. 

    • Prebooks with Product Recipes will be identified with a blue star.

      Image Added

    Step one: Create the Prebook Header

    1. Enter the Customer’s name. The customer information will appear, including the payment methods, credit information, and shipping address.

    2. Select the Truck Date and Carrier.

    3. If required, select a Ship To.

    4. Select the Ship Via.

    5. Select the Salesperson.

    6. Optional: Add special instructions or comments.

    7. Click on Save.

    Image Added
    Info

    Assign a Salesperson

    The system will use the salesperson assigned to the customer and the product type of fresh cut or plants by default.

    If you want to manage or modify an order’s salesperson, you can do any of the following:

    • Add a Salesperson Code. If the Salesperson Code setting is enabled, the system will display the Salesperson Code field and automatically use existing salesperson codes to populate the options. For more information on how to

    setup

    • set up a Salesperson Code,

    please

    • read the following article:

     

    • Setup Company Users & User Options.

    Image RemovedThe salesperson logged into Komet Sales who is entering the order is

    • Assign the active user as a salesperson. The user creating the order will be assigned as the

    salesperson as long as the Associate

    • order's salesperson if the “Associate the logged user as

    salesperson setting

    • salesperson” setting is enabled

    within Setup > Settings >

    • from the Prebook Settings.

     The user is allowed to override the salesperson that was entered previously on the Prebook by changing the Salesperson field; if the Allow

    • Change the salesperson. You can change the salesperson of an order by enabling the “Allow salespeople to change the salesperson of the

    order setting is enabled within Setup > Settings >

    • order” setting from the Prebook Settings.

    Each location will have the option to enable or disable these settings to override the salesperson. For details on how to please review

    These settings are managed by location. For more information based on your company type, read:

    settings and restrictions
    Options2) Add the items
    Tip

    Notes, mark codes, items from future inventory and vendor availability, etc., can also be added.

    Image Removed

    Back to top

    Step two: Add Items to the Prebook

    After the Prebook header has been created, items can be added to the order.

    Enter the "Vendor" name (optional). This is for

    1. If required, enter the vendor name. This applies to customers that request items from specific vendors.

    Enter the "Product" name. To search for

    1. Search the product.

      1. You can use any combination of the product name.

    Examples

      1. For example:

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

    .“cdngreen” will search for all green cdn

        1. .

        2. “redselectcarn” will search for all red carnations.

        3. “akito” will search for all akito varieties.

     Enter

    1. Enter the number

    of "Boxes".

  •  Select the "Box type".

    •  Enter the "Unit type". This will be used to calculate the total price amount.

    Bunch: the

    1. of boxes. 

    2. Select the Box Type.

    3. Enter the Unit type.

    4. Enter the number of Bunches, Stems/Bunch, and Price.

    5.  Click on Add on the right-hand side. The item will be added to the bottom of the grid.

    Repeat the previous steps for each item you want to add to the Prebook.

    Info

    To add Mark Codes, the product line must be in the Prebook.

    Image Added
    Info

    The system will calculate the price based on the unit type:

    1. Bunch. The system will calculate the total with Boxes x Bunches x Price.

    2. Stem

    : the

    1. . The system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.

      InfoThe system allows for a DefaultUnit Type per product to be set on the Komet product lists. When that

    You can set a Default Unit Type for each product in your company’s product lists. This way, when the product is added to a

    Prebook the system will automatically

    Prebook, the system will automatically display the Default Unit Type

    previously configured Panel
    titleRelated Articles

    . To set this option for each product, refer to Default Unit Type for Products.

    6. Enter the number of "Bunches", "Stems/Bunch" and "Price" (the total price is calculated based on the unit type).

    7. Click on the green "Add" button on the right-hand side. The item will be added to the bottom of the grid.

    8. Repeat the previous steps for each item that you want to add to the Prebook.

    Image Removed

    Back to top

    Filter by label (Content by label)
    showLabelsfalse
    max
    10false
    5
    sorttitle
    titleRelated Articles
    showSpace
    cqllabel in ( "prebook-notes" , "notes-for-vendor" , "prebooks-creation" , "general-notes" , "prebooks" , "add-prebooks" , "future-inventory" )
    labelsprebooks add-prebooks prebooks-creation general-notes notes-for-vendor prebook-notes future-inventory
    Tip
    titleTips
    • The system allows applying a price list to a Prebook. For more information please read How to Apply a Price List to a Prebook.
    • Prebooks with recipes will be identified with a blue star icon. Assorted products can have recipes in its breakdown.
    Image Removed
    We've encountered an issue exporting this macro. Please try exporting this page again later.