Komet Sales allows users to sell by units. This option allows the sales person to open any box within the system and sell all units inside one by one. Anyone with access to the Order Entry tab will be able to do this without restrictions.
Requires an Administrator, Sales, Procurement, or Accounting role.
Enabling the Sales by Unit Option
This option can be enabled by going to:
- Setup > Settings > Order Entry and clicking on the "Sell by Units" option.
- The "Sell by Units Options" window will pop-up, place a checkmark on the "Sell by Units" box to be able to sell and view inventory by units.
- Once you check the Sell By Units box, you will be able to configure the next options.
Sell by Units Options
When this option is enabled, the system will only allow the user to add units while creating orders from the Order Entry > Add Order screen. Boxes and hard goods will not be available.
To enable this option, follow these steps:
- Go to Setup > Settings > Order Entry > Sell By Units.
- The "Sell By Units Options" window will pop-up, on the option "Sell by Units Only" check the box to enable the option and click on Save.
Show Products Associated to a Price List
When the Sell by Units Only setting is enabled, the system will display an option that allows to display only products associated to a price list for the selected customer when adding products to an order from the Order Entry screen.
Keep in mind that this option only works for price lists type All or Open Market and will take into account the season that applies for the Order Date selected. Master Price Lists will not be taken into account.
This is how a salesperson will see the available products from the Order Entry. Note that when the order date is changed, the products displayed also change, since a different season or price list might apply for the customer. In any case, the system gives the option to display all the available products.
Sell by Units Setup
The user can choose how the units will be priced when a box is opened to sell by units by going to the "Sell by Units Options". There are 2 options for pricing:
- Unit price should: Be changed to the price of the last same item that was sold as a unit.
- Unit price should: Remain the same as the price of the unit within the opened box.
Automatically move Open Market Boxes to the Inventory in Units
The system allows you to choose whether open market boxes should be transferred to inventory units automatically once they are confirmed in the Staging Area.
Info: When this setting is disabled as well as Prebook in units must be billed as boxes and the Automatic Billing is enabled, the system will only open the boxes with units already presold once they are confirmed in the Staging Area.
- To have this option enable go to Setup > Settings > Order Entry Settings >Select Sell by Units
- Check the box to enable the option "Automatically move open market boxes to inventory in units" and click on Save.
info: From a multi-location account, you can set also set Automatically move open market boxes to inventory in units for a particular location. For more information, please read Sell by Units Settings for Multi-Location Companies.
How to make an exception to this setting
If you keep this option enabled, the system allows you to prevent from opening the boxes once they are confirmed in the Staging Area. This option can be enabled by checking the option Don't Open that will appear during the creation of a PO Standalone or a Standing Order for future sales customer. By checking the box, the box won't not be opened once it is confirmed in the Staging Area. Remember you can also check this option before you confirm the box in the Staging Area by editing the line.
Allow setting Discount per Line
This option allows to set up a discount per line for items in units while cerating or editing an invoice from the Order Entry screen. The discount set per line will override the discount applied to the entire order. For further information on this process read How to Apply a Discount per Line.
warning: You must set first the discount for the entire order and then, set the discount per line. If you set a discount for a given line before setting the order discount (the discount for the entire order), the discount per line will be omitted.
Print Distribution Labels upon Confirmation
Once you confirm a product from the Staging Area, you will be able to print the distribution labels automatically.
- To have this option enable go to Setup > Settings > Order Entry Settings >Select Sell by Units.
- Check the box to enable the option "Automatically print the distribution labels upon confirmation" and click on Save.
Units Inventory Behavior Control
This setting allows personalizing the way as the inventory is presented when an inventory adjustment has been carried out. There are two options:
- Replace the total number of bunches in the inventory: When this setting is enabled, the system will replace the original bunches with the adjusted bunches amount.
- Reduce or increase the total number of bunches in the inventory: The value users enter in the Adjusted Bunches column, will be deducted from the amount in the Original Bunches column and the result of this difference will be added to the quantity of bunches of the product available in the current inventory.
For more information about this setting and examples, please refer to Inventory in Units Adjustments in the section Inventory Behavior.
Show Vendor
By enabling this option, the system will keep the vendor information in the product lines in units resulting from opening a box. Salespeople will be able to see vendor information on sales screens.
Once the setting is enabled, an additional column "Vendor" will be displayed while adding units to an order. Users will also be able to filter products by vendor. This column will be also visible or hidden from the Allocation View >> Available Items screen.
Separate Product Lines by Price
By enabling this option, the system will separate product lines into units when they are the same product and have different prices. If it is disabled, the system will group the same products with different prices.
When this setting is enabled, the system will separate product lines by price, as in the next example. On the contrary, if the setting is disabled, the system will group all identical products, even if the price is different. Notice the system displays the highest price:
