Sell By Units Setting
Komet Sales allows users to sell by units. This option allows the sales person to open any box within the system and sell all units inside one by one. Anyone with access to the Order Entry tab will be able to do this without restrictions.
User Roles enabled to perform this action: Admin, Sales, Procurement, and Accounting.
Table of Contents
- 1 Enable the Sales by Unit Option
- 2 Show Products Associated to a Price List
- 3 Sell by Units Setup
- 4 Automatically move Open Market Boxes to the Inventory in Units
- 5 Allow setting Discount per Line
- 6 Print Distribution Labels upon Confirmation
- 7 Units Inventory Behavior Control
- 8 Show Vendor
- 9 Separate Product Lines by Price
Enable the Sales by Unit Option
To enable selling by units, do the following instructions:
Go to Setup and select Settings.
Click on Sell by Units from the Order Entry group of settings.
Check the Sell by Units box.
Configure the settings.
Click on Save.
Sell by Units Options
The system will only allow users to add units while creating orders from the Order Entry > Add Order screen when this option is enabled. Boxes and hard goods will not be available.
To enable this setting, do the following instructions:
Go to Setup and select Settings.
Click on Sell by Units from the Order Entry group of settings.
Enable the option Sell by Units Only.
Click on Save.
Show Products Associated to a Price List
When the Sell by Units Only setting is enabled, the system will display an option to display only products associated with a price list for the selected customer when adding products to an order from the Order Entry screen.
Keep in mind that this option only works for price list type All or Open Market and will take into account the season that applies for the Order Date selected. Master Price Lists will not be taken into account.
This is how a salesperson will see the available products from the Order Entry. Note that the products displayed also change when the order date is changed since a different season or price list might apply to the customer. In any case, the system allows the display of all the available products.
Sell by Units Setup
The user can choose how the units will be priced when a box is opened to sell by units by going to the Sell by Units Options.
There are 2 options for pricing:
Unit price should: Be changed to the price of the last same item that was sold as a unit.
Unit price should: Remain the same as the price of the unit within the opened box.
Automatically move Open Market Boxes to the Inventory in Units
The system allows you to choose whether open market boxes should be transferred to inventory units automatically once they are confirmed in the Staging Area.
Info: When this setting is disabled, Prebook in units must be billed as boxes, and Automatic Billing is enabled; the system will only open the boxes with units already presold once they are confirmed in the Staging Area.
To have this option enabled, go to Setup > Settings > Order Entry Settings >Select Sell by Units
Check the box to enable the option "Automatically move open market boxes to inventory in units" and click on Save.
Multi-Location Companies
You can also automatically move open market boxes to inventory units for a location from a multi-location account. For more information, please read Sell by Units Settings for Multi-Location Companies.
Make an exception to this setting
If you keep this option enabled, the system allows you to prevent opening the boxes once they are confirmed in the Staging Area.
This option can be enabled by checking the option Don't Open that will appear while creating a PO Standalone or a Standing Order for future sales customers.
By checking the box, the box won't be opened once it is confirmed in the Staging Area. Remember, you can also check this option before you confirm the box in the Staging Area by editing the line.
Allow setting Discount per Line
This option allows you to set up a discount per line for items in units while creating or editing an invoice from the Order Entry screen. The discount set per line will override the discount applied to the entire order. For further information on this process, read Invoice Units.
You must first set the discount for the entire order and then, set the discount per line. The discount per line will be omitted if you set a discount for a given line before setting the discount (the discount for the entire order).
Print Distribution Labels upon Confirmation
Once you confirm a product from the Staging Area, you will be able to print the distribution labels automatically.
Go to Setup and select Settings.
Click on Sell by Units from the Order Entry group of settings.
Check the box to enable Automatically print the distribution labels upon confirmation.
Click on Save.