In this article you will learn how to create Standing Orders and add products to them.
User Roles: Admin, Sales Manager, Sales, Procurement Manager, and Allocations.
Table of Contents
Create a Standing Order
To create a Standing Order, follow these steps:
Go to Prebooks & SOs and select Add Standing Orders.
Enter the Customer's name. You can search for a Customer by typing the first three letters of their name.
Select a Carrier.
Select the Recurrence. You can choose two types of recurrence:
Weekly
Daily
Set the Start Date.
Optional: Set the End Date.
Optional: Special Instructions or comments.
Optional: Add Invoice Notes. Invoice notes will be transferred to the Prebook and to the Invoice once the product is billed.
Click on Save.
Take the following statements into account when creating Standing Orders:
If the item of a SO is entered with no cost (null), the system will not generate that item on the PO. However, if the SO item is entered with a cost of $0.00, the system will generate the PO with that item.
When the Start On date equals the current day, the automatic process will not generate Prebooks for the next day. You will have to create them manually.
When you select "Future Sales" as a customer and the inbound carrier is selected, these values are added automatically to generated the PO.
Add Items to a Standing Order
After creating the Standing Order header, you can add items to the order.
Optional: Enter the Vendor name.
Enter the product name.
Optional: Enter Breakdown information. To specify the product breakdown, do the following:
Enter the assorted product description.
Enter the number of boxes.
Select the box type.
Enter the unit type. This will be used to calculate the total dollar amount.
Bunch: The system will calculate the total with Boxes x Bunches x Price.
Stem: The system will calculate the total with Boxes x Bunches x Stems/Bunch x Price.Click on Specify Breakdown
Enter the product description, bunches, Stems/Bunch, Cost, and Price (the price is applied to the unit type). The system allows you to set a Default Unit Type per product on your Komet product list. When you add that product to a Prebook, the system automatically displays the Unit Type already configured. To set this option for each product, refer to Default Unit Type for Products.
Optional: Click on Add Notes to add specific product notes
Repeat these steps for each item you want to add to the Standing Order.
When searching for a product, you can use any combination of keywords. For example:
“roswhit60” will search for all 60 cm white roses.
“cdngreen” will search for all green cdn.
“red select carn” will search for all red select carnations.
“akito” will search for all akito varieties.
When the Automatically Move Open Market boxes to Inventory in Units setting has been enabled, you will be able to restrict boxes for the Future Sales customer from being opened once they arrive to the Staging Area. To do this, check the option Don't Open. This mark will be visible for warehouse users so they know that they must not open boxes marked as Don't Open.
Items Without Price
You can create a SO without a price; a red icon is displayed in the "Price" column when it is saved; this information is also displayed in the Prebook and POs.
You have the option to send this Prebook directly using the button located between Print & New Order
Growers can only confirm orders according to a limit set by users in which users establish how many days in advance a Grower can confirm a Purchase Order. This is done in case there are changes that need to be done to that order. For more information, you can visit: Restrict Purchase Order Confirmations .
Related Articles
-
Add a Recipe to a Standing Order (Knowledge Base)
-
Add, Edit or Delete Standing Orders in Units (Knowledge Base)
-
Assign Vendors and Costs to Standing Orders (Knowledge Base)
-
Crear Órdenes Especiales (Dobles) (Español)
-
Create a Holiday Order (Double Order) (Knowledge Base)