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Welcome! This guide is designed to get you started on processing Prebooks in Komet. |
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Prebook is a pre-sell (not yet an invoice)for a customer. In order to generate a Prebook record, it must include the following fields. Products and prices can be added later.
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By default, your salespeople will be able to start using Prebooks in Komet, however, you might want the Prebooks feature to adapt to your company's specific needs. By going to Setup>>Settings>>Prebook Settings you will be able to setup different restrictions in Prebooks creation: possibility of editing cost, prices, salesperson, set price lists, hold Prebook items, among other actions. Some of the settings can be set up on a per location basis in the case of multi-location companies. For further information on these options, read Prebook Settings and Restrictions. Image Modified |
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As an optional step, you can set up a workflow for Prebooks based on different statuses, this will allow you to control for example, when a Prebook will be visible for the procurement team. For further information read Statuses for Prebooks. |
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Prebooks can be generated in different ways: 1) Manually, either in boxes or units. 2) Through a Standing Order. 3) When the system creates an E-commerce order for Future Sales or Vendor Availability products. |
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