Create a Standing Order

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
3 min read

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.

Create a Standing Order

To create a Standing Order, follow these steps:

  1. Go to Prebooks & SOs and select Add Standing Orders.

  2. Enter the Customer's name. You can search for a Customer by typing the first three letters of their name.

  3. Select a Carrier.

  4. Select the Recurrence. You can choose two types of recurrence:

    1. Weekly

    2. Daily 

  5. Set the Start Date.

  6. Optional: Set the End Date.

  7. Optional: Special Instructions or comments. 

  8. Optional: Add Invoice Notes. Invoice notes will be transferred to the Prebook and to the Invoice once the product is billed.

  9. 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.

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Create SOs from the Add Standing Order screen

Add Items to a Standing Order

After creating the Standing Order header, you can add items to the order.

  1. Optional: Enter the Vendor name. 

  2. Enter the product name. 

  3. Optional: Enter Breakdown information. To specify the product breakdown, do the following:

    1. Enter the assorted product description.

    2. Enter the number of boxes.

    3. Select the box type.

    4. 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.

    5. Click on Specify Breakdown

    6. 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.

  4. 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.

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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.

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