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Komet Sales allows users of Multilocation Companies to sell by units. This option allows the sales person to open any box within the system and sell all units inside one by one.


Warning

Requires an Administrator, Sales, Procurement, or Accounting role.

Settings per Company

Sell by units setting can be enabled per company, however, you can also enable or disable it on a per location basis. The following two settings must be set up for the whole company (By going to Setup>>Settings>>Sell By Units Settings).

Settings per Location

The system allows the user to choose the locations that they want to enable the "Sell By Units" options if the company has Multiple Locations. In order to do so, follow these steps:

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Go to Setup > Settings.


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Click on the Locations tab. 


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Choose the location you want to personalize.


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Click  "Sell by Units" option in the Order Entry menu.


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Once you check the Sell By Units boxyou will be able to personalize the options explained below.



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titleSell by Units Only

The system allows the user to add only units when creating orders from the Order Entry > Add Order screen. Boxes and hard goods will not be available when this option is enabled. 

Info

Once you activate the option for a selected location, the system will show the units only invoice on the order entry mode for that specific location.

Show Products Associated to a Price List

When the Sell by Units Only setting is enabled, the system will display an option that allows displaying only products associated to a price list for the selected customer when adding products to an order from the Order Entry screen.

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Keep in mind that this option only works for price lists type All or Open Market and will take into account the season that applies for the Order Date selected. Master Price Lists will not be taken into account.

This is how a salesperson will see the available products from the Order Entry. Note that when the order date is changed, the products displayed also change, since a different season or price list might applyforthe customer and the location selected. In any case, the system gives the option to display all the available products.

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titleAllow Selling over available quantity

When this option is enabled, the system will allow for items from the inventory to be sold by units regardless of the items being listed there or not. For further information please read Unit Sales - Sell Over Availability Quantity.


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titleSell by Units Pricing Setup

The user can choose how the units will be priced by going to the "Sell by Units Options". There are 2 options for pricing:

  •       Unit price should: Remain the same as the price of the unit within the opened box.
  •       Unit price should: Be changed to the price of the last same item that was sold as a unit.

Info

If you select the first option you will be able to set up a price markup in order to be applied when a box is opened.

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Select the pricing option and click on Save.
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titleAutomatically Move Open Market boxes to Inventory in Units

The system allows you to choose whether open market boxes should be transferred to inventory in units automatically once they are confirmed.

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Go to Setup > Settings.


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  Click on the Locations tab.


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 Choose the location you want to personalize.


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 Click  "Sell by Units" option in the Order Entry menu.


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 Check the box Sell By Units.


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 Check the box to enable the option "Automatically move open market boxes to inventory in units" and click on Save.

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titleAutomatically print the distribution labels upon confirmation

Once you confirm a product from the /wiki/spaces/DOC/pages/6750971, you will be able to print the distribution labels automatically for a given location.

Check the box to enable the option "Automatically print the distribution labels upon confirmation" and click on Save.

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For further information about this option, please read Printing Units Distribution Labels.


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titleUnits inventory behavior control

This setting allows personalizing the way as the inventory is presented when an inventory adjustment has been carried out. There are two options:

1) Replace the total number of bunches in the inventory:  When this setting is enabled, the system will replace the original bunches with the adjusted bunches amount.

2) Reduce or increase the total number of bunches in the inventory: The value users enter in the Adjusted Bunches column, will be deducted from the amount in the Original Bunches column and the result of this difference will be added tothe quantity of bunches of the product available in the current inventory.

 

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For more information about this setting and examples, please refer to Inventory in Units Adjustments in the section Inventory Behavior.


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titleAllow Selling over available quantity

When this option is enabled, the system will allow for items from the inventory to be sold by units regardless of the items being listed there or not. For further information please read Unit Sales - Sell Over Availability Quantity.

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titleShow arrival date and aging

By enabling this option, users will be able to visualize the Arrival Date and Aging information of the product if it is in units. If this option is disabled, the Columns Arrival Date and Aging will not be shown. This will apply to sales, procurement and inventory screens. For further information, read Show Arrival Date and Aging for Units.


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titleSeparate product lines by price

By enabling this option, the system will separate product lines in units when they are the same product and have different prices. If it is disabled, the system will group the same products, even if they have different prices. For further information, read Separate product lines by price.





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