Overview

Customer settings enable you to classify sales by customer type, territory, and country. You can also enable different users to modify Ship-To addresses and integrate Komet Sales into your own CRM. Additionally, you can activate a new screen called Price Lists where you can modify and associate Price and Cost Lists to specific Seasons and Customers, and choose if you want to use an account to send inventory directly into Open Market.

Open Customer Settings

Customer Settings are in the Setup tab. To access them, follow these steps:

Go to Setup and select Settings; the Customer settings are located in the Customers section.
Select the specific settings you want to modify. All the settings available for that option are displayed.
Apply your settings. Adjust as necessary, and then click Save to store the changes.

Customer Settings

These settings impact the functionality and information displayed on the Sales screens and Lists. Here is the description of each setting in detail:

List Options:

Show city name. Enabling this option shows the city name next to the customer's name.
Show customer code. Enabling this option displays the customer code next to the customer's name.

Sales Screens:

Mandatory selection of Ship To if customers have multiple locations. This setting requires users to select the Ship-To address when a customer has multiple locations. To learn more, read Require Ship-To selection.
Restrict Sales and E-commerce users from updating Ship-To information. Enabling this setting prevents E-commerce and Sales users from modifying Ship-To information.
Manage Ship-To from an external system. This setting enables Ship-To information to be controlled through an external system. This setting has three functionalities:

Enables Salespeople to select a Ship-To address from a pre-determined list or add a new one for a single order through the Use for This Order Only option.
Prevents the addition, edition, or deletion of Ship-To's from the customer setup.
It prevents E-commerce customers from adding, editing, or deleting Ship-To's.

Customer Types

Customer types help you identify customers by a specific category making it easier to classify your sales. In this setting, you can add, edit, activate or disable, and delete customer types.

Price Lists

Enabling these settings activates an additional screen within Komet Sales to manage Price Lists and Cost Lists. You can add Seasons, modify specific products, apply changes to orders, and associate particular Price Lists to specific Customers. Here are the settings available and a short description of each one:

- Enable Price Lists. This option enables you to manage Price Lists from the Price Lists screen.
- Include Costs. This option enables you to include Costs and assign them to specific Vendors within Price Lists.
- Price List Automatic Addition. Enabling this option adds new product packs to active Price Lists and future Seasonal Price Lists.

Dashboard Exceptions

This setting allows you to choose customers whose purchases will not display in the Dashboard. Please keep in mind their sales will still show in the Sales screens and Reports.

The system does not reflect changes made to this setting on your account until the next day at 03:00 hours.

CRM Options

Activating this setting enables direct access from Komet Sales to your CRM system.
You can also add the CRM account link for each customer within the Advanced Main Settings of the Customer Account in Komet Sales. The CRM link is also accessible through Order Entry.

Open Market Account

Purchase Orders from this customer account will be automatically added to the Open Market Inventory once the product is confirmed from the Staging Area.

Open Market inventory not confirmed as received cannot be sold.

Territories

Territories help you identify customers by region making it easier to classify your sales. In this setting, you can add, edit, activate or disable, and delete territories.

Countries

Countries help you identify customers by country making it easier to classify your sales. In this setting, you can add, edit, activate or disable, and delete countries.

Roles enabled to modify settings: Administrator

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Settings (Knowledge Base) — Depending on your operation, you can set the system to work the way you want it to. Enabling the automatic process for billing, standing orders, invoice delivering, among others will definitely save you a lot of time.
Find out how this section can improve the way you operate!
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Set Up Additional Invoice Charges (Knowledge Base) — Besides being able to invoice flowers, the system allows users to add additional charges on their invoices, such as fuel surcharge, FedEx charges, and any other charge that may be required.

User Roles: Admin and Setup.
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Administrator (Knowledge Base)
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Add Contacts to a Customer Account and Email PODs (Knowledge Base) — The system allows you to save as many contacts as needed for each customer account.
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Create a Temporary AWB (Knowledge Base) — A temporary AWB is basically a provisional shipment created in order to view the boxes in the Staging Area without having to wait for the cargo agent to provide the AWB number.

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