Overview

With Komet Sales for Multi-Locations, you can customize particular settings for each Location. This article goes through every setting you can modify for each Location and informs you of all the options available to improve your business.

Table of Contents

Open Multi-Locations Settings

Multi-Location Settings are in the Setup tab. To access them, follow these steps:

1. Go to Setup and select Settings.
2. Select the Locations tab.
3. Select the Location where you want to modify the settings from the dropdown button.
4. Select the settings you wish to modify.
5. Apply your settings and then click Save to store the changes.

Location Setup

Additional Charges Distribution

In this setting, you can select how to apply Additional Charges to Invoices. Here is a description of the setting in detail:

• Distribute Additional Charges. Enable users to select where to add Additional Charges to the Prebook or Invoice before printing. Users can add Additional Charges as an independent line or distribute the charges among every Unit.

Order Entry

Order Entry settings allow you to customize the selling and Invoice from each Location of your company according to their specific needs.

Order Entry Options

Control how Sales Users interact with Orders. Here is the description of each setting in detail:

• Automatically assign the user as Salesperson. Activating this option connects the logged user as a Salesperson on every created Order.
• Allow Salespeople to change the Salesperson of an order. Activating this option allows Salespeople to modify the Salesperson in an Order.
• Ship-To Carrier Override. Allow users to modify the Ship-To Carrier after creating an Order.
• Receive payment upon confirmation. Enable users to register payments from the Add Order screen while confirming an Order.
• Enable Sales Users to modify the Ship Via from an Order. Display the Ship Via option and allow modifications from the Add Order screen.

Sell by Units

Selling by Units enables you to reach more customers. Configure how you do so by using these settings. Here is the description of each setting in detail:

• Sell by Units. Sell and view Inventory by Units.
• Allow selling over the available quantity. Allow Sales Users to over-sell products from the Inventory in Units.
• Sell by Units only. Salespeople can only add Units to Orders from the Order Entry screen; Boxes and Hard Goods are unavailable from Order Entry.
• Allow setting discount per line. Allow Salespeople to set discounts per line for products in Units from the Add Order screen. The system prioritizes line discounts over discounts applied to the entire Order.
• Rollup product by Location. Change the product's name once the box is opened to sell by Units. To learn more, read Rollup Product when converting Boxes to Units.
• Unit Price conditions. 
• Remain the same as the Unit in the Open Box
• Change to the price of the last item added to Inventory.
• Price Markup. Specify the price increase in percentage for a Box selling in Units.
• Units Inventory conditions. 
• Replace the total number of Bunches in the Inventory. The system takes the new Bunch count from the Adjusted Bunches column and replaces the current Bunch number.
• Reduce or Increase the total number of Bunches in the Inventory. The system shows the difference between the previous Bunches and the new Bunches in the Adjusted Bunches column.
• Move Open Market Boxes to Inventory in Units. Automatically open Open Market Boxes and convert them into Units.
• Print distribution labels upon confirmation. Print distribution labels automatically when confirming products from the Staging Area. The system prints only partially pre-sold box labels; If the box is not open, its Label does not print.
• Show Arrival Date and Aging. Visualize the Arrival Date and Aging information columns for each product in Units.
• Separate product lines by price. Separate product lines in Units when the exact product has different prices. If disabled, the system groups all products in one line and displays the highest price.

Automatic Billing & Allocation

Decide how the system separates Products and Orders. Here is the description of each setting in detail:

• Separate Products by Port of Origin for Orders created through Allocations or Automatic Billing. Automatically separate Orders for products shipped from different Ports of Origin. Users can combine orders manually using the Order Entry screen. This setting applies to Products in Boxes and Units.
• Separate Orders created through Allocations or Automatic Billing by Pick Ticket. Automatically separate Orders into different Orders by Pick Ticket status.

Integrations

Carlstedt's Integration

With Carlsted's Integration, Komet Sales uploads your Open Market Inventory to Carlstedt's and updates it every five minutes. Here is the description of each setting in detail:

• Enable Carlsteds Integration. Automatically upload the available Open Market Inventory to Carlstedt's system every five minutes. If the Customer sets the FOB Price, the system considers only the Fuel Surcharge and ignores the Outbound Freight.
• Server Configuration. To configure the server, please get in contact with Carlstedt's and request the following information:
  • FTP Host.
  • FTP Username.
  • FTP Password.
  • FTP Path.
• Additional Configuration. Add extra information for the synchronizing process. If you select a Customer, the price markup field becomes inactive.
• Customer. Select the Customer for the synchronization process. Selecting a customer disables Price Markup and the FOB Price. If no Customer is selected, the system uses Price A from the Inventory.
• Price Markup. Select the Markup applied to synchronized products.
• Aging From. Minimum Aging to consider a product in the synchronization process.
• Aging To. Maximum Aging to consider a product in the synchronization process.
• Min. Qty. Inventory. Minimum product quantity in a particular variety to execute the synchronization process. The minimum amount required for synchronization is two boxes.

KometPayments Integration

Through the Integration with Komet Sales, you can accept credit card payments from all your customers. To learn more, go to Koronet Payments.

FedEx Integration

With FedEx Integration, you can automate the processing for FedEx Shipments. Here is the description of each setting in detail:

• Enable FedEx Integration. 
• Mode. Select if you want to test the Integration or use it in production. 
• Fill this information with the information in your FedEx Account:
• FedEx Account #. 
• Meter Number.
• Password.
• Key.
• Company Contact.

FedEx requires sending test labels before moving into production.

Using this Integration, you can set up FedEx Integration for each Customer receiving shipments through FedEx. You can do this in advance or from the Order Entry screen at the time of the first FedEx shipment.

• Add FedEx Freight to Customer Invoices. When Bill To is Sender, the system adds the FedEx Freight cost to the Invoice as an Additional Charge.

Prebooks & SOs

You can customize prebooks and Standing Orders to fit your business needs in each Location. Use them to improve your sales process and enhance communication between the Sales and Procurement departments.

Prebook Settings

Here is the description of each setting in detail:

• Automatically assign the user as Salesperson. Activating this option connects the logged user as a Salesperson on every created Order.
• Allow Salespeople to change the Salesperson of an order. Activating this option allows Salespeople to modify a Salesperson within a Prebook Order.
• Allow Salespeople to choose a Price List for a Prebook. Activating this option enables Salespeople to select a Price List for the Prebook.
• Allow Salespeople to edit Prebooks after Purchase Order is issued. Activating this option enables Sales Users to edit Prebook information at any time before the Vendor confirms the Purchase Order.

Standing Order Settings

Here is the description of each setting in detail:

• Automatically create Prebooks and Future Sales Purchase Orders based on Standing Orders.
• Select the number of days before the Truck Date when the system makes Prebooks and Future Sales Purchase Orders.
• Automatic creation of Purchase Orders from Standing Orders.
• Automatic E-mail notification. 
• Manage Ports. Add, edit, and remove ports where the shipments originate to enable the system to calculate the Grower Ship Date. 
• Associate the logged user as a Salesperson. Register the user creating a Standing Order as the Salesperson of the Order.
• Allow Salespeople to change the Salesperson of the Order. Enable Salespeople to modify the Salesperson in a Standing Order.
• Notify Standing Order changes. Notify via E-mail every change made to a Standing Order.
• Send notifications with a copy to. Add extra recipients that will receive information about changes made to Standing Orders.
• Reply notifications to. Enter the recipient of replies sent to the notification E-mails. 
• Always notify when a Standing Order is modified. The system will always notify the Vendor and the receivers specified above when a Standing Order is modified.
• Use active Price Lists for New Orders. Use the active price list to set prices and costs for new orders and update them in Master Standing Orders.

E-Commerce

E-Commerce settings enable you to modify the look and information on your E-Commerce site; you can add cut-off times, enable selling by Bunches, and set times for your products to display in E-Commerce. In addition, you can make announcements to your E-Commerce Customers through Promotions and Messages.

E-Commerce Settings

These settings enable you to personalize screens in the E-Commerce, set conditions and rules for buying, add cut-off times, and enable or disable inventory and category options. Here is the description of each setting in detail:

• Max Age. Set the maximum age allowed for displayed products. If you don't choose a number, the system uses 30 days by default.
• Rules and Conditions. Write your sales policies, practices, or conditions in the text box to communicate them to your Customers through your E-Commerce site.  
• E-mail Invoice to the Customer. Send the Invoice via e-mail to the Customer once the Order is approved.
• Multi-Language. Enables E-Commerce Users to visualize the site in their preferred supported language.
• Allow Customers to edit the Ship-To. Allow customers to modify the Ship-To Address when creating an Order.
• Cut-Off (EST). Select the time limit to place an order for the same day.
• Min Age. Set the minimum age allowed for displayed products. If you don't choose a number, the system uses 0 days by default.
• Max Order Days in Advance. Set the maximum number of days before the shipping date that customers can place orders for products from the On-Hand Inventory. Ex. Three will enable customers to place an order with a maximum shipping date of three days from today.
• Hide On-Hand Inventory. Hide the On-Hand Inventory from the E-Commerce site.
• Show Future Inventory. Show your Future Sales Inventory in E-Commerce and create Prebooks instead of Invoices when submitting orders.
• Enable selling in Bunches. Allow Customers to buy products in Bunches.
• Sales per Bunch markup. Set the price increase in percentage for products ordered in Bunches.
• Sell Mixed Boxes by Bunches. Sell products in Mixed Boxes by Bunches.
• Hide Sell Fast icon. Hide the icon that identifies products that need to sell as soon as possible. To learn more, read Sell Fast.
• Quantity Cap. Set the maximum displayed amount of On-Hand products in the E-Commerce, regardless of the total amount available.
• Automatic Web Hold. Automatically place products on Web Hold when transferred from the Staging Area to the Inventory. To select a specific release time, use the dropdown buttons and set the preferred schedule for each day (EST - UTC-5).
• Category exclusions. Specify categories that do not display in the E-Commerce.
• Auto-confirm Orders after Checkout. Automatically confirm Open Market Orders after Checkout.
• Hide My Account Tab. Hide the My Account tab for E-Commerce Customers.
• Order type displayed in Prebook Summary. Select the types of orders displayed in the E-Commerce Prebook Summary Tab.
• K2K GPM. Set the GPM for products from a K2K integration and sold through E-Commerce. The GPM applies to List and Visual versions.
• Send Checkout notifications. Input the e-mail addresses that get notified when a Customer submits an Order through E-Commerce.

Vendor Availability

Here is the description of each setting in detail:

• Show Vendor Availability Screen in E-Commerce. Display the Vendor Availability screen in the E-Commerce.
• Ship Days Offset. The number of days that a Customer must enter an E-commerce order with Vendor Availability products in advance of the Ship Date.
• Quantity Cap. The maximum amount displayed for any product in E-Commerce. 
• Allow building Boxes from Units. Enable Customers to build Boxes from products sold in Units. This setting applies to every Location.

Promotions and Messages

You can send alerts via notifications and pop-ups to your E-Commerce customers, informing them of ongoing sales, promotions, or any relevant information you wish to report from the Promotions and Messages setting. 

Reports

Enable Low GPM Reports to assist you in identifying Orders that do not meet the set GPM enabling you to take action promptly.

Low GPM Sales notification

A Low GPM Sales Report contains every Order created below the specified GPM during the day. After the cut-off time, the system sends the report to the selected e-mail recipients.

Purchase Orders

There are three types of workflows you can choose from. In addition, you can also restrict new orders' confirmation independently for each Location..

Purchase Order Options

Here is the description of each setting in detail:

• PO Workflow. Select the Purchase Order Workflow that fits your needs. The Customer must manually approve new Purchase Orders and request confirmation from the Vendor.
  • Approve new Purchase Orders automatically, and manually request confirmation from the Vendor.
  • Approve and confirm new Purchase Orders automatically. E-Commerce exception: Purchase Orders created through E-Commerce are not approved or confirmed until checkout is complete.
• Restrict PO Confirmation. Input the minimum amount of days before the Purchase Order Ship Date when a Vendor must confirm a Purchase Order.  

Shipping

Manage Labels, Ports, Shipping, and Scanning Options for each Location.

Label Options

Here is the description of each setting in detail:

Grower and Shipping Labels:

• Print Vendor information on Labels. Select the information to print on labels:
• Vendor Name & Code.
• Vendor Code.
• Print labels on the reception of products. Select the type of Label to print after scanning incoming product:
• Box Labels. 
• Unit Distribution Labels.

Grower Labels:

• Print Customer name. Print the Customer Name in the Grower/Confirm POs screen and Grower Labels instead of the Company Information. 
• Location Identifier. Input the Location code to print on the Grower Labels from this Location.

Manage Ports

The Manage Ports setting enables you to set the Ship Days before the Truck Date for each port. The changes apply only to the selected Location. To manage ports, read Manage Ports - Multi-Locations

Shipping Options

Here is the description of each setting in detail:

• Min. Transit Days. Enter the minimum number of days allowed between the Ship Date and the Truck Date. This setting only applies when the Customer has Show Truck Date enabled in Order Entry.

Scanner Options

Here is the description of each setting in detail:

• Allow Users to mark boxes as received manually. Enable Users to mark boxes as received from the Tracking/AWB Summary screen without physically scanning them. 

Accounts Payable

Manage the Reconciliation Screens and enable uploading Vendor Invoices via e-mail for each Location.

Reconciliation Screens

Here is the description of each setting in detail:

• Require File Attachment. Users must upload a file attachment to Orders from the PO Reconciliation, AWB Reconciliation, and Inbound Truck Freight screens.
• Prevent Invoice synchronization if the total does not match. Prevent Purchase Orders that do not match the total Invoice amount from being submitted to accounting. 
• Prevent the same Invoice from being uploaded to different Purchase Orders. Prevent Vendors from uploading the same Invoice number for other Purchase Orders.
• AWB Reconciliation Port exceptions. Specify Ports that do not display in the AWB Reconciliation screen.
• PO Reconciliation Workflow. Select the PO Reconciliation Workflow that fits your needs.
• Traditional Workflow. Recently uploaded Vendor Invoices go from Pending Approval from Procurement (AP) to Pending Approval by Accounting (AA) to Approved and ready to be sent to an external system (A).
• Skip Accounting Approval. Recently uploaded Vendor Invoices go from Pending Approval from Procurement (AP) to Approved and ready to be sent to an external system (A).

Vendor Invoices via E-mail

E-mail the Vendor Invoice file directly to Komet Sales to attach it to the specific Komet Sales PO#. To learn more, read Receive Vendor Invoices via E-mail.

Inventory

Set up Price Reminders and set up the pricing method for the system.

Price Reminder

This pricing method automatically assigns Price A or Price B to Open Market products as they arrive at the Staging Area. The system sets the price based on the last price assigned to the product or before the Max-Age for Price to be Stored value. If the setting is disabled, the system sets the price based on the company's GPM.

Use active Price Lists for New Orders. 

Use the active price list to set prices and costs for new orders and update them in Master Standing Orders.