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Create a New Template

Create a New Template

Aug 26, 2026

Overview

 

Komet allows you to create templates and add them to the Prebooks. 

To do so, please follow the next steps:

  1. Go to Prebooks & SO's > Add Prebook.

  2. Create the Prebook and save it. Once done, the system will display the Actions button located on the right-hand corner of the screen.

  3. Enter the items that you need, then go to the Actions button and click on the Save as Template option.

  4. Click on the link New Template.

  5. Name the template, select the customer that this template will be valid for and save. Keep in mind that if a template with a Product Recipe is saved, and the recipe is edited, the system will take into account those changes once the recipe is loaded.

 

 

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Tip

  • A template can be associated to a Customer Group. Type in the Customer Group name by entering 3 letters, select the customer group and click on Save.

 Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.