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Overview
In this section, the users will learn how to manage orders, create new invoices or temporary ones, edit, and add notes to them. Besides, there is detailed instruction on how to purchase products for future sales, how to recognize E-Commerce orders, sales by the bunch, credit limit overrides, and placing customer credits.
Orders Management
- Creating A New Invoice — There are several billing options that make possible to create invoices automatically or manually, as needed. Features such as Mass Allocation and Automatic Billing can make a difference during an operation. However, for items that need to be manually invoiced, the user can do so under the Order Entry tab.
- How to Add Notes Onto the Order? — Adding notes to the order can be handy when it's necessary to send specific instructions to the warehouse (warehouse notes), or in case, the users needed to send a comment to the customer using the invoice notes.
- How to Edit a Carrier and a "Ship To" on an Invoice. — Ship To's are used to associate different locations where the products can be shipped to for a specific customer. Once an invoice has been created, the ship to information can be modified if required.
- How to identify E-commerce orders? — Web orders are placed by customers with access to the e-commerce portal; these orders are different from regular orders as they have a prefix on the order number.
- How to invoice additional charges? — Additional charges allow you to add items to your invoice that are not from the inventory. These charges are useful to charge things such as fuel surcharge, product repacks, quality control inspections, and any other item that is not received in the inventory.
- Changing the Salesperson on the Order — The system allows a sales rep to change the salesperson on orders. This is sometimes necessary due to the account owner being absent or to any other situation that would require this change.
- How to create Future Sales orders? — Here you will learn how to create future sales orders for customers. Future Sales orders are based on products that were bought through a Future Sales Stand Alone PO, that has been confirmed by the Vendor.
- How to Export Invoice Orders Details — Komet Sales allows for salespeople to Export Details of invoice orders in a fast and easy way in an Excel File format.
- Adding Multiple Items at Once — When a user is selling an item that is pre-sold (i.e.: the item has a customer associated to it) the system will ask the user if other items that are available in the inventory and belong to the same customer, can be added to the invoice as well.
Sell by units
- How to Open a Box to Sell by Units? — Komet Sales allows users to open boxes in order to sell the content by the unit.
- Sell by Units per Location — The system allows users to enable the Sell by Units for specific locations.
- Unit Sales - Sell Over Availability Quantity — The system allows for items from the inventory to be sold by units regardless of the items being listed there or not.
- Sell by Units Only — The system allows users to enable the option to sell by units only. To have this option enabled on the system for One-Location and Multi-Location companies, please refer to: Sell By Units Setting
- How to Invoice Units? — Komet allows its users to invoice units once a box has been opened.
- Build Boxes from Inventory Units — Users can build mixed boxes from inventory products which are in units, these will be added to the order when the user is invoicing.
- Allow Building Boxes from Units — Komet allows Sales and Administrator users to build boxes from inventory units in the Order Entry screen.
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