In this article, you will learn how to setup advanced customer settings.

User roles: Admin and Setup.

Access the Advanced Customer Settings

To access the advanced settings, do the following steps:

Go to Setup and select Customers.
Search for the customer account.
Select Edit under the Actions column.
Click on the Advanced link under the Setup tab.

You will find a description of each Advanced Setting in the following sections.

FOB Price:

When you're setting up prebook and standing orders, remember to include the Fuel Surcharge in the price you enter. Once the items are invoiced, the system won't add the fuel surcharge again. How Does the System Calculate the FOB price?

Settings

Fuel Surcharge. This feature allows the system to automatically apply an additional fuel surcharge that will be reflected in the customer’s invoice. You need to set the fuel surcharge rate per box type. For more information, read Fuel Surcharge.
UPC Pull Date Options:
- Require UPC Pull Date: by enabling this option, the system will require the user to enter a Pull Date when the UPC information is required. To enable this option, the user needs to enter a Pull Date when the UPC information is required.
- Default Pull Date Days: This field is used to set the number of days after the Truck Date for the Pull Date. This will only apply to Prebooks. You need to specify the UPC Pull Date to enable this option.
- Pull Date Format: This option allows you to specify the format used to create the pull date when the UPC information is required. The UPC Pull Date information can be set up for Mass Market Customers.
Territory. Associate a customer with a territory. You will only see existing Territories in the list.
Require Payment Upon Confirmation. Require salespeople to enter the payment information once the order is confirmed. To learn more, read Require payment upon confirmation - Order Entry. In the case of massive confirmations, the system will restrict the orders of customers with this option enabled being confirmed.
Invoice Disclaimer. Add a disclaimer to the customer that the system will print on the footer of their invoices. You can also enter a disclaimer per Company. Please read Invoice Custom Information to learn more.
Tags. Customer tags enable you to filter results in the Confirm POs screen in the Grower Portal. To learn more, read Confirm POs from the Vendor Portal.
Show FOB Price. Enabling this option includes Fuel Surcharge and Outbound Freight in the sales screen price, avoiding separate charges on the invoice. To learn more, read How Does the System Calculate the FOB price?
Landed cost as price. The system will display the suggested price as the landed cost, overriding the Prebook price, and will also use this price for every e-commerce transaction. Any differences are indicated with a ($) icon, and detailed information can be accessed by clicking on the details icon from the Order Entry screens. Applies to both units and boxes.
Price B Markup. Add an alternative price markup the system will use when the customer buys products from the open market inventory. This markup is required for customers with price lists. To learn more, read Price Lists Screen.
Groups. Group assignment enables the processing of payments collectively for a group. Customers in a group cannot use their available credits for individual payments. To assign a group, enter an existing name or create a new one, and click "Save.”
Accounting Code. Assing an accounting code to each customer for smooth integration with external accounting systems in Komet.
Consolidate invoices on automatic billing. Enabling this option for a customer merges orders with the same details into a single order, simplifying billing and allocation. Overrides Invoicing Policy.
Finance Charge Percentage.
Show Truck Date on Order Entry. To calculate a date based on ship date and transit days, use the "Truck Date" feature. Set up transit days in the "Days of Service" tab. When creating a new order with the ship date and carrier, the truck date will appear. Keep in mind that the minimum transit days setting might restrict the number of days that can be entered.
Customer's currency. Set up specific currencies for your customer with the multicurrency option. When enabled, all transactions show the total amount in both currencies, including Euro, USD, CNY, and ZAR. We recommend reviewing your shopping cart before placing an order. To learn more, read Multicurrency for Sales.

Finance Charge Percentage

Info: This setting can be set up only when the option Finance Charge is enabled at the company level. Entering a percentage on this option will add an exception for the selected customer when applying finance charges.

When a customer has open invoices after a given period, the system will charge them the [ ]% set up based on the total amount of their accounts

Info: If you don't want to charge this customer, you may enter 0%, however, if you enter an invalid number or none, the system will apply the charge set up to company level by default.

CRM Link

Komet Sales gives you the option to enter the customer specific CRM link within the Advanced settings of the Customer Komet Sales account. Adding this link, allows the salesperson to access it during the creation of an invoice order within the Order Entry screen.

To enable this option, please refer to Direct Customer CRM Account Access.

Instructions

Go to Setup > CustomersFollow the next steps to add the link to each customer's account:

Search for the customer account, under the Actions column and select Edit

The "Customer Information" window will pop up.

Under the Setup tab, click on the link: "Advanced".

At the right side of the screen, you will see the customer specific CRM Link field. Add the specific CRM link for that customer and click on Save.

Info: The system will not display any CRM information when creating the invoice for the customer if the Customer account does not have a CRM Link set in the "Advance" setup of their Komet Sales account.

E-commerce Settings

All customers have certain E-commerce settings that can be configured, all these options are set on a per customer basis. Also, certain restrictions apply in order for the options to work within the E-commerce portal.

Aging Restriction per Customer and the Displaying of Vendor Codes
The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account. To see more information about the vendor information, read Vendor Name or Code for E-commerce.

Aging Restrictions per Customer is only available for companies who have E-commerce activated.

To start using this setting please follow the instructions below.

Go to Setup > Customers

Search for the customer account, under Actions column and select Edit.

The "Customer Information" window will pop-up.

Under the Setup tab, click on the link: "Advanced".

Go to the "E-commerce Settings" section and configure the "Max Age", "Min Age" and "Display Vendor Codes" information as needed for that specific customer. The user can see more information about this fields by hovering over "What's this?" link. After finishing click on "Save".

The "Max Age" and "Min Age" setting per customer will limit the available products they view on E-commerce to be purchased, to the product items that comply with the aging restriction. If the customer does not have any information configured on the E-commerce settings, the system will show all aging available the Company. E-Commerce Settings when displaying the available products on E-Commerce.

Allow changing custom Product Packs

If the Vendor Availability setting is enabled this setting can be enabled and configured per customer.

Info:

In order to have the Vendor Availability activated on E-commerce refer to Configure E-commerce Settings.

"Allow changing custom product packs:" If this option is enabled Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products.

Go to Setup > Customers.

Search the customer account, under the Actions column select Edit.

The "Customer Information" window will pop up.

Under the Setup tab, click on the link: "Advanced".

Go to the "E-commerce Settings" section and configure the "Allow changing custom product packs" information as needed for that specific customer. The company user can see more information about these fields by hovering over the "What's this?" link. After finishing click on "Save".

Send Check-out notification To

This option allows you to enter additional email addresses to send notifications when the customer completes the checkout process of an order from the E-commerce portal. If you want to enter more than one address, these must be separated by semicolons:

This is how the notification will look like:

To be able to set up this on a per company or location basis, go to E-commerce Settings.

Ship Via

This option allows selecting the default via option for E-commerce Orders. There are three options available:

Through the warehouse: Shipping items via warehouse means that these items will be sent from the vendor to any of the importer's warehouse locations; these items will be processed through the inventory and shipped to the final customer from the warehouse.

Direct From the vendor: This option was created for orders that are shipped directly from the vendor to the final customer. Keep in mind that once this option is enabled for a given customer, the system will only display Vendor Availability inventory (including K2K, if applicable). If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a sales price.

If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a selling price. The system will only consider the flower cost and the GPM.

This is how this option will be displayed for a customer on e-commerce:

User's Choice: In this case, the customer will be able to choose how the products should be shipped. If the customer selects Ship Via Warehouse, the system will display On Hand, Future, and Vendor Availability inventory (including K2K if it applies). If the user selects Ship Via Grower, the system will only display Vendor Availability inventory (including K2K, if it applies).

Ship K2K PRODUCTS

If users select Ship Via Grower on Prebooks or E-commerce orders for products coming from K2K integration in the Customer Company, the system will associate the customer information of the Prebook as a Ship To in the Vendor Company's invoice as well as the selected carrier and Carrier account number.

If the Prebook Customer has a Ship To, the system will display the Ship To and the customer name (separated by c/o). E.g. Store 1 c/o ABC Wholesaler.

Show arrival date instead of ship date

By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date. For more information, please refer to Display the Arrival Date instead of the Ship Date on E-Commerce.

When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Customer's Days of Service and the Cut Off set up. The system will take into account the transit days so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.

Customer’s GPM

The GPM can be setup for a specific customer to calculate a suggested sales price on E-commerce.

Follow the next steps to setup the GPM for each customer's account:

Go to Setup > Customers

Search for the customer account, under the Actions column and select Edit.

Under the Setup tab, click on the link: "Advanced".

Under the E-commerce Settings, enter the GPM percentage and click on Save.

E-Commerce Markup

This option allows to set up a markup that will apply over the final price displayed on the E-commerce for a given customer. it also applies to products coming from K2K. It can be set up either in dollars or percentage and be positive or negative:

If the setup is negative (a discount), the system will subtract the markup value from the product price.
If the setup is positive, the system will add the markup value to the product price.
Keep in mind that this markup prevails over the Price B Markup explained above on this page and applies to all inventory types.

The system will apply the e-commerce markup after having considered the limit price. The order for calculating the final price is the next:

Product Price.
Price B markup. Sell fast markup.
E-commerce Limit Price Consideration.
E-commerce Markup.
FOB-Fuel Surcharge.
Final price calculation.

Keep in mind that the E-commerce markup will override the Price B markup (in case both are enabled).

Allow choosing inventory type

This option enables a filter on E-commerce through which the customer will be able to filter by different inventory types on E-commerce: All / On Hand / Future Sales / Vendor Availability / K2K. This depends on the features enabled for the location or the company.

This is how the E-commerce List will look like if we enter On Hand and Future Sales inventory to be displayed.

Display inventory type

Warning: This option will only be available if the Allow to choose Inventory Type option is enabled.

This option allows you to restrict the type of inventory that should be displayed for the customer on the E-commerce. You will be able to select several inventory types. By leaving the field empty, the customer will be able to see all the inventory types. This option shall be subject to the E-commerce Settings for the company or location, meaning that if the option Hide On Hand Inventory is enabled, for example, the system will not display On Hand inventory, even if you enter On Hand in this setting.

Enabling the "Display Vendor Codes" option will cause for a "Details" link to be displayed at the product line item level within the E-commerce purchasing screen. This is so they are able to view the vendor code that the product was sourced from.

The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account. To see more information about the vendor information, read Vendor Name or Code for E-commerce.

Info: Aging Restrictions per Customer is only available for companies who have E-commerce activated.

To start using this setting please follow the instructions below.

Go to Setup > Customers

Search for the customer account, under Actions column and select Edit.

The "Customer Information" window will pop-up.

Under the Setup tab, click on the link: "Advanced".

Go to the "E-commerce Settings" section and configure the "Max Age", "Min Age" and "Display Vendor Codes" information as needed for that specific customer. The user can see more information about this fields by hovering over "What's this?" link. After finishing click on "Save".