Sales
77 results found
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merge invoices
on order summary screen under actions tab
there should be a selection for "merge invoices"
in theory you select the invoice check mark box on left side
then under actions select the "merge invoice" option
so simple61 votesHello again.
Thank you for your contributions. We believe we have a good grasp on the conditions and optional settings that various companies will need to merge invoices.Can you help us further?
Our questions are about when and how you will use this feature and how it will fit into your day and your processes?
• Do you think you will primarily use this feature as a manual process, or an automated process? Please explain.
• Would you want to run an automated process during the day (at a specific time, or as needed) or just once each night?
• Would you use this feature actively during the day as part of your operational processes? If so, please describe. (ie. before you pull orders, or before a truck departs on its route)
• Where would you like to access this feature… from what screen(s) or activities?Thank you for…
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Add a Deal Items Discount (Markdown)
Would like ability to tag "Deal" items that can be in Discount Bin. This will be different from "Sell Fast" items, which is often associated with older product. Deal items will be something we are heavy on inventory, or great value, Hot or New items
So, instead of "Sell Fast" icon, this could be a $ sign. and sales people and E-commerce customers should be able to filter them.These products should be displayed on the first few lines of the e-commerce, The name of this section should be different for all companies. and a filter should help the customer…
45 votesHi Johan,
Great suggestion! Hopefully, a few more users vote on the idea so we can evaluate it for development.
Thanks a bunch,
The Komet Sales Team -
30 votes
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Additional Units of Measure
It would be really helpful to have more units of measure than just box, stem, and bunch. Items like garland (by the "foot"), plants (by "each"), and smilax (by "bag") can't really fit into any of the categories Komet currently offers. I think this addition would make Komet more appealing to current and potential customers because it would fit more needs without workarounds.
21 votes -
Add the Fields of Warehouse Instructions and Additional Label Notes to the Prebook
Currently a user can add Invoice Notes, that print on the invoice, while in the Prebook screen but cannot add Warehouse Instructions or Additional Label Notes. Very frustrating and the user has to wait until an order is created and then remember to go back to every order and edit it in order to add the notes or create an Additional Label. We have the need on many customers to create additional labels and we have to edit every order. So time consuming.
Also, when you are viewing an order in the Order Summary screen using the Magnifying Glass icon,…
15 votesThank you. We are moving this forward to be added to the development pipeline.
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It would be great to add an Icon to show that a box type is in water (procona).
Boxes that have water cannot be flown (UPS and FedEx, Delta, Southwest, AAirlines etc).
In some cases we need to charge for those boxes to be repacked.
It would be helpful to ID these boxes so we can track charges and so cusotmers on ecommerce see they cannot be flown unless an additonal charge or service is requiered.15 votesHi Daniel,
Thank you for the suggestion. We will be monitoring how many users vote on it and once it gets enough traction, it will be evaluated to be developed.
Thanks a bunch,
The Komet Sales Team -
To be able to have set GPM for specific customers from future sales and prebooks
To have the ability to create GPM for specific customers from future sales and prebooks.
12 votes -
Pallet Recovery Fee
Pallets cost is at least double and more in some cases. Some truck lines are not doing pallet exchanges, costing the company thousands. Could there be a way to prorate pallet charges. Set it by carrier and a charge by cubes on the order? That way we can recover some of the pallet charges.
10 votes -
WHEN A NEW PUBLIC NOTE IS UPDATED ON A CUSTOMER FILE WE SHOULD HAVE A ICON APPEAR IN THE "GENERAL CUSTOMER INFORMATION" BOX
SALES HAS NO WAY TO KNOW IF ACCOUNTING OR MANAGEMENT HAS HAD CONVERSATIONS WITH CUSTOMERS AND UPDATED NOTES UNLESS THEY LOOK AT NOTES SPECIFICALLY, WHEN NOTES ARE UPDATED THERE IS NO INDICATOR SO SALES MAY NOT KNOW TO CHECK THE NOTES FOR IMPORTANT THINGS LIKE "IF PAYMENT NOT RECEIVED BY FRIDAY THE CLIENT WILL BE ON HOLD" AND AT SAME TIME, A PRE BOOK MAY BE ENTERED THAT MAY NEVER BE SHIPPED OUT, IF SALES PERSON WAS MADE AWARE RIGHT AWAY ABOUT UPDATED NOTES, THE BOOKING MOST LIKELY WOULD NOT BE ACCEPTED UNTIL LATE PAYMENT ARRIVES OR SALES CAN WARN…
10 votesHi Mike,
Great suggestion! Hopefully, a few more users vote on the idea so we can evaluate it for development.
Thanks a bunch,
The Komet Sales Team -
Prebooks for Hardgoods
It would be great to have the ability to create prebooks for hardgoods.
10 votes -
Email Message in Prebook
It would be great to email the prebook to your customer and see the notes you added once you send it via email. It would be helpful to see the email you sent via Komet to reference back to it.
9 votesHi, All,
Thank you for your feedback. Will proceed to change the status to voting.
Thanks,
Karina -
Report containing call history to customers
It will be great if you guys can make a report so the sales manager can see the list of the call history of the day. For example, if we have 4 sales rep, we would like to see a daily report with the list of customers that the 4 sales rep called during the day (using the "Contacted" option in the call list)
9 votesHi, All,
Thank you for your suggestion. A few more votes and we can get this started.
Thanks,
The Komet Sales Team
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8 votes
HI, All,
Thanks for your suggestion, we can sure dig it. A few more votes and we can get this rolling.
Thanks,
Karina
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Multiple Pack & Price Options per Box Type - Vendor Availability
Currently you can only choose 1 price and pack option per box type. For example, right now I can only put
Flower EB x 50 st @ $1.00
Flower QB x 100 st @ $1.00
Flower HB x 200 st @ $1.00It would be great to have the option to sell to our clients with more detail; multiple packs per box type and different price options.
Flower EB x 50 st @ $1.50
Flower QB x 75 st @ $1.25
Flower QB x 100 st @ $1.00
Flower HB x 150 st @ $0.75
Flower HB x 200 st…7 votes -
SPECIAL LOYAL CUSTOMER KEY TO UNLOCK ITEMS ON WEB HOLD
CUSTOMERS WHO PREFER TO BUY VIA THE WEB SHOP AND ARE VERY SPECIAL WITH BACK STAGE ALL ACCESS PASSES NEEDS A SPECIAL KEY TO UNLOCK ITEMS ON WEB HOLD AS SOME ITEMS ARE PUT ON WEB HOLD TO SHOW WE HAVE IT AVAILABLE BUT MAY NOT BE SOLD WITHOUT SALES PERSONS HELP . THATS MY IDEA TODAY, CAN YOU DIG IT?
7 votesHi Mike,
We can dig it! This feedback has been evaluated and it has a medium level of complexity, reason as to why it has been changed it to voting. Once it has reached enough votes, we will reevaluate viability.
We look forward to further suggestions from you and don’t forget to vote on the existing ideas you support.
Thanks a bunch,
The Komet Sales Team -
Add Ship to the invoice summary report
The user would like to see the ship to information (ShipTo Name, ShipTo Address, ShipTo City, ShipTo State, ShipTo Zipcode) included on the Reports/Customer Reports/Invoice Summary report. Finally, this report should include the location code or name also.
7 votes -
Sales Report
It would be very helpful that all sales report by customer and salesperson have a grand total by sales credits and others
6 votesHi, All,
Thank you for your suggestion. Will proceed to move the status to voting.
Regards,
The Komet Sales Team.
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Add a time stamp to the e-mail and fax icon
Add a time stamp to the e-mail and fax icon that appears next to the order in Order Summary when we send the invoice to customers for auditing purposes.
6 votesHi, All,
Thank you for you suggestion. It’s an awesome one. Will proceed to move the status to voting.
Thanks,
The Komet Sales Team
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Add Delaware Valley PO at the Prebook level
Is it possible to attach the DV Labels at the Prebook level and have it follow all the way through to completion of the order.
Currently, the DV Order is entered/uploaded at the Sales Entry level, but if its possible to back it up to the Prebook or PO level, that would save on the sales person from having to "remember" to add it at time of shipping.
6 votes -
Sales MTD should also include last year's
Realized there is a new feature
It helps to know how much are sales MTD, but not MTD for the last year, instead, it would be better to get the total of the same month last year so we know how much a customer can buy, where we are and how many days we have left in the current month to reach and surpass that goal.
5 votesHi, All,
Thank you for your suggestion. A few more votes and we get this started.
Thanks,
The Komet Sales Team.
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