Prebooks in Units

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

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
  • 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.
  • 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.
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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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