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
Enable the Sales by Unit Option
This option can be enabled by going to:
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 option, follow these steps:
Go to Setup > Settings > Order Entry > Sell By Units.
The Sell By Units Options window will pop up; on the option Sell by Units Only, check the box to enable the option and 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 How to Apply a Discount per Line.
warning: 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 order 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.
To enable this option, go to Setup > Settings > Order Entry Settings >Select Sell by Units.
Check the box to enable Automatically print the distribution labels upon confirmation and click on Save.
Units Inventory Behavior Control
This setting allows personalizing the way the inventory is presented when an inventory adjustment has been carried out. There are two options:
Replace the total number of bunches in the inventory: When this setting is enabled, the system will replace the original bunches with the adjusted bunches amount.
Reduce or increase the total number of bunches in the inventory: The value users enter in the Adjusted Bunches column, will be deducted from the amount in the Original Bunches column, and the result of this difference will be added to the number of bunches of the product available in the current inventory.
For more information about this setting and examples, please refer to Inventory in Units Adjustments in the section Inventory Behavior.
Show Vendor
By enabling this option, the system will keep the vendor information in the product lines in units resulting from opening a box. Salespeople will be able to see vendor information on sales screens.
Once the setting is enabled, an additional column named Vendor will be displayed while adding units to the order. Users will also be able to filter products by the vendor. This column will also be visible or hidden from the Allocation View >> Available Items screen.
Separate Product Lines by Price
By enabling this option, the system will separate product lines into units when they are the same product and have different prices. If it is disabled, the system will group the same products with different prices.
When this setting is enabled, the system will separate product lines by price, as in the next example. On the contrary, if the setting is disabled, the system will group all identical products, even if the price is different. Notice the system displays the highest price:
Related Articles
-
Administrator (Knowledge Base)
-
Credits on Unit Sales (Knowledge Base)
-
E-mail Notifications (Knowledge Base)
-
Open a Box to sell in Units (Knowledge Base)
-
Prebooks in Units (Knowledge Base)