Overview

Komet Sales allows the creation of Prebooks in units, which means that instead of entering a number of boxes, the Prebooks can be created using a total quantity of either stems or bunches.

Instructions

To Keep in Mind

If the Automatic Billing is enabled and the product being confirmed in the Staging Area is for a Prebook in Units, the system will automatically add the units to an invoice order and the rest of the items will be released to Open Market. That order can be both in units or boxes, please read Automatic Billing in Boxes - Prebooks in Units for further information. To set this up, read our Sell By Units Setting article.

The "Billed Units" in the Prebook Summary Fulfillment view and the Allocations view, currently don't reflect the correct line item quantity information entered on Prebooks in units, if the unit of measure is "Stem".

In the Prebook Summary and Order Entry tabs, the detail line items maintain the order in which the products were originally entered by the sales user, even when the Prebook has been edited.

Notes added to a product line item within a Prebook in units will also appear in the Bulk Purchasing screen. Please refer to the Presold Units article for more details on this.

Notice that the system allows entering a Mark Code which will be printed on the invoice if the Prebook is billed through Automatic Billing, Allocations or Fill From Open Market options.

The system allows the creation of Prebooks in units without having to put a unit price. In this case, the system will suggest a price once the items are purchased based on the cost of the product within the Purchase Order and the Financial Settings (Freight, Handling, Duties, etc.) previously set.

The system allows for a Default Unit Type per product to be set on the Komet product list. When adding that product to a Prebook the system will automatically display the Unit Type previously configured. To set this option for each product, refer to Default Unit Type for Products.

Related Articles

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¿Cómo Actualizar Facturas Asociadas a Preventas?
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Add Prebooks from Excel files
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Allow Building Boxes from Units
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Assign a default Product Pack to a User
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Build Boxes from Inventory Units
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Edit a Prebook
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FAQs - Sales
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How Does the System Assign the Unit Price Once a Box is Opened?

Important

Keep in mind that in order to start using this feature, it must be enabled from the Sell By Units Setting

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Prebooks in Units

Overview

Instructions