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  1. 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 votes
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    5 comments  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →
  2. Inventory Grouped Report

    Filters for Inventory reports is very limited currently. Only date. There may be the alternative to use the options as in other menus ref, AWB, vendor, etc. It would be great if this can be applied!
    Thanks!

    1 vote
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    0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
  3. Customer Details and notes

    when typing under the notes section, if you happen to have to leave the screen and come back the notes disappear if you do not save. Would it be possible for the notes not to delete but remain unless you leave the actual customers page? Thank you.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Call List

    Good morning. It'd be great if the customer list could be organized by time zone or at least have a tab with the option to organize that way. Thank you.

    1 vote
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    0 comments  ·  Order Entry  ·  Flag idea as inappropriate…  ·  Admin →
  5. E-mailing customer prebooks/consolidating Inbox x

    When e-mailing a customer their prebook, is it possible to create boxes beside each prebook that we can check off, so we can send multiple prebooks to a customer and they will consolidate based on the date? It would be similar to the boxes we check off when confirming an invoice (or multiple).

    The problem we are coming up with is that if we want to confirm a pre-book with a customer and they have two separate pre-books for the same date (i.e, one is generated because it is a standing order, and another is manually entered for that same…

    6 votes
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    1 comment  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to determine the custom fields to display for each Role

    The custom fields available for a Sales Role in Order Entry Inventory Screen should be able to be customized by the admin.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Breakdown of Special Mix Boxes in Excel

    When importing available inventory into an Excel spreadsheet, a breakdown of each Special Mix box would be very helpful.
    Then it could be sent out to customers without having to manually enter the box contents.

    4 votes
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    1 comment  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
  8. Option to Consolidate Invoices to Email

    Would like to have an option to able to select which invoices I would like to email to at once, all consolidating on one email to the final customer.

    3 votes
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    Voting  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option to void credit

    There should be an option in the system to void and existing credit.

    1 vote
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    0 comments  ·  Customer Credits  ·  Flag idea as inappropriate…  ·  Admin →
  10. Pre-book marked complete UNDO button

    I marked a pre-book complete by mistake and there is no way to undo. Perhaps an undo button so the pre-book generates?

    1 vote
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    0 comments  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make Komet Sales an app, not just eCommerce.

    We use a tablet in the field to sell our bucket truck inventory.
    The inventory entry screen is not mobile enabled, and does not let us see the whole screen, it's very frustrating. Are you able to at least, fix the add inventory screen?

    4 votes
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    0 comments  ·  Order Entry  ·  Flag idea as inappropriate…  ·  Admin →
  12. MARK CODE applies to all items on a prebook

    It would be convenient to be able to have one mark code apply to all items on a prebook - rather than having to add one on each line.

    When we enter our seasonal or holiday pre-books we try to differentiate extra pre-book items versus standing order items in the cooler.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Darren,

    Thank you so much for your feedback. We can see how this could be beneficial to others and save time, specially during the holidays. We will proceed to change the status to voting so others can vote as well.

    Thanks,
    The Komet Sales Team

  13. Visualization of Custom Fields in Standing/Prebooks Windows

    It would be really useful being able to visualize custom fields in Standing/Prebooks windows, instead of having to click on Actions to edit it all the time.
    It would save time and ease the tracking.

    1 vote
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    0 comments  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →
  14. unit inventory on hold

    currently only box inventory can be put on hold.
    Almost all of our boxes are opened and sold from unit inventory.
    It would be important if we could put on 'hold' items in unit inventory.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi, Peter,

    Thanks for your feedback it’s very important to us. We can see the value in this. We are going to proceed to change the status of this suggestion as voting and see how others respond as well.

    Thanks,
    The Komet Sales Team

  15. 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.

    1 vote
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    0 comments  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →
  16. Postpone backorder items.

    Can we change postpone items for only 1 day button to customize it to which day or how many days of our choice. Sometimes we have an item that didn't come in and we know it will be arrive 2 or 3 days later but we are only able to postpone the default 1 day only. Ugh!

    1 vote
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    0 comments  ·  Order Entry  ·  Flag idea as inappropriate…  ·  Admin →
  17. Simple idea but Vital! PLEASE put an email button in pre-book page!

    To save a lot of time there should be an (Email) button in the add pre-book page to send customers their quotes. Currently we have to copy pre-book number, go out of add pre-book page, go into pre-book summary page, search pre-book number and email from drop down action button...why when we can simply click (send email) from pre-book page if the button exist. So many steps to do something that can be so easy.

    Hopefully this can be strongly considered.
    -Rick

    1 vote
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    0 comments  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 simple

    56 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello 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…

  19. Add supporting docs to credit memos

    Once a Credit to a customer has been submitted, is there a way to add supporting docs/photos after the fact.
    Many times, a credit is initiated in Komet, yet the various supporting docs (photos, airline info,) arrive later.
    (Currently - once a customer credit is saved, we can't add any docs at all?

    4 votes
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    0 comments  ·  Customer Credits  ·  Flag idea as inappropriate…  ·  Admin →

    Hi, All,

    Thank you for your suggestion. At this moment, this is not something the system allows the users to do, but now that you are mentioning it, it’s something that makes sense.

    Will proceed to change the status to voting.

    Thanks,
    Karina

  20. Credit Limit Hold on Pre-Books

    Komet should allow to be put a customer on Hold because Credit limit is reached on Pre-Book area. Currently this credit limit hold works only on Order Entry.
    Currently customers with credit limit reach allows to create a prebook with not issue. later on when the product is transfer on staging area it notify the sales person of the hold. this cause to have boxes sit on inventory.

    2 votes
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    0 comments  ·  Prebooks  ·  Flag idea as inappropriate…  ·  Admin →

    Hi, Sebastian,

    Thank you for your suggestion. As you mentioned, this is something that we currently don’t have. Will proceed to change the status of this suggestion to “voting” so that other Komet users can vote for this as well.

    Thanks,
    The Komet Sales Team

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