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In this article you will learn how to create Prebooks.
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Table of Contents
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What is a Prebook?
A Prebook is a pre-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. You can create a Prebook anywhere in the system by pressing Crtl+E (Please read Common Actions With Prebooks for further details).
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.
Step one: Create the Prebook Header
Enter the Customer’s name. The customer information will appear, including the payment methods, credit information, and shipping address.
Select the Truck Date and Carrier.
If required, select a Ship To.
Select the Ship Via.
Select the Salesperson.
Optional: Add special instructions or comments.
Click on Save.
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Assign a SalespersonThe 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:
These settings are managed by location. For more information based on your company type, read:
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Step two: Add Items to the Prebook
After the Prebook header has been created, items can be added to the order.
If required, enter the vendor name. This applies to customers that request items from specific vendors.
Search the product.
You can use any combination of the product name. For example:
“roswhit60” will search for all 60 cm white roses.
“redselectcarn” will search for all red carnations.
“akito” will search for all akito varieties.
Enter the number of boxes.
Select the Box Type.
Enter the Unit type.
Enter the number of Bunches, Stems/Bunch, and Price.
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.
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To add Mark Codes, the product line must be in the Prebook. |
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The system will calculate the price based on the unit type:
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 display the Default Unit Type. To set this option for each product, refer to Default Unit Type for Products. |
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