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Overview


Excerpt
Komet allows you to create templates and add them to the Prebooks. 

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 save it. Once done, the system will display the Actions button located on the right-hand corner of the screen.


Ui step

Enter the items that you need, then go to the Actions button and click on the Save as Template 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. 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)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "template" , "prebooks" )
labelstemplate prebooks


Tip
titleTip
  • 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.
    Image Modified


Ui text box
sizemedium

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


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