Sales
24 results found
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Identify when a PB is copied
Textual user request: For a mark, or icon to be displayed on a PB that is copy, revealing/displaying the original PB#.
What is the need? A mark or icon that allows users to identify when a PB is copied and from which PB is copied.
How the change would help the customer? this will save time as the users have to get in touch with us to determine if the PB is a copy and from which PB was copied.
What is the problem this change would fix? It place Komet as a choke point in order to have information…2 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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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 -
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 voteHi, Ruben,
Thank you for your feedback. It’s very valuable to us.
Will move the status to voting.
Thanks,
The Komet Sales Team -
prebook and standing orders
Once product that arrives that has been assigned to a prebook, standing order or future sale it becomes a sales order. However, nothing in that sales order shows what the original prebook order was for. Thus, a order that was for 4 boxes may only have 3 boxes that arrived and scanned into inventory and the other box is still in prebook. So for every order, before i can confirm it, i have to go back to the prebook to see how many boxes the prebook was for! When you have 25-30 orders to confirm, this takes a long time…
5 votesHi Mitch,
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 -
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 -
Duties being added on Ship via grower Prebooks
The system is always calculating the duties when the Ship Via Grower prebook is created. There should be an option in which the duties are not added or taken into account on an invoice, when the it's a Ship Via Grower prebook.
2 votesHi, All,
Thank you for your suggestion. We see why you would need these feature, however, other users in Komet currently use the ship via option the way it is at the moment. Let’s see what other users would need this feature as well.
Thanks,
The Komet Sales Team. -
Prebook Summary; add checkmark
Please add a green checkmark next to each prebook to indicate if the order has been converted to a sales order. The Prebook Fulfillment screen is not useful at this time for us, too many screens to toggle back and forth, and it doesn't really say it is complete, it only indicates the number of boxes billed. People don't want to have to go looking in too many places to find what they need.
2 votesHi, All,
Thanks for that great idea! A few more votes and we can get this rolling.
Thanks,
The Komet Sales Team
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New Field for Commissions
We would like to have an option to push our sales people to sale more. We want to have a field for commission % so that we can assign this to each sales rep. Also, when they create a prebook, we want this field to reflect on the prebook. Additionally, we want to have a widget on the Dashboard so that it reflects the total of commissions that a sales rep is making on daily basis in prebooks or invoices.
3 votesHi, All,
Thank for your suggestion. A few more votes and we can get this rolling.
Thanks,
The Komet Sales Team.
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PREBOOK NOTIFICATION FOR ACCURATE ARRIVAL
Arrival dates associated with Prebooks. Nikki Roth did a test, "I did a test and also found that the date gets updated once the arrival date is set on the AWB. It also updates when the date is changed. I am thinking that the issue maybe stems from the timing of putting the arrival date on the AWB. I believe this is done when the product has been confirmed that it is coming on a certain truck, so the salesperson is seeing the estimated date up until the very last minute at times. Duane suggested that maybe there could be…
1 voteHi, All,
Thank you for your suggestion. We will change the status to voting. A few more votes and we can get working on this.
The Komet Sales Team.
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Tipsy for the FOB price in prebook
When the customer is FOB, it can be better to change the price label for FOB price, that way the sale person knows that needs to include additional charges in the unit price, also complement it with a tipsy.
2 votes -
Templates for breakdowns already created in prebooks
The customer would like to have the option to download templates previously created for Breakdowns in the Prebook > Add Prebook > Specify Breakdown option.
"A client is asking me to send some mixed boxes. I want to offer him the ones I have already configured, with their respective prices. With this option available, it would be easier to give them quotes to clients"
Meanwhile to use the option to create Quote Prebooks so he can send Quotes to his customers using the templates already created has been offered to the user.SF Link: https://kometsales.lightning.force.com/lightning/r/0D5VL000006foSk/view
0 votes -
Mass Prebook Allocation - Based on Shipdate
Customers frequently use the aging filter incorrectly when completing a Prebook Mass Allocation. To make it more user-friendly, we suggest modifying the logic on the screen so that the aging filters work based on the Ship Date of the order.
As seen in the image attached, the user was trying to place the aging from 3 and the aging to -6.
0 votes -
Enhancing Product Name Consistency in Prebook Copying Process and Restricting Abrupt Product Edits
On behalf of Fresca Farms, it has been reported that a discrepancy arose in a Purchase Order (PO), where the product name appeared as "CB Eryngium 5 Stem Tinted." Still, the corresponding Air Waybill (AWB) listed it as "CB Spray Rose Assorted 40 cm." This issue was traced back to a prebook created by copying an old product from around December 2022.
It is suggested to refine the prebook copying process to ensure more accurate product naming. Furthermore, considering the challenges caused by frequent changes in product descriptions, it may be prudent to limit the ability of users to make…
0 votes -
Enhancing Product Name Consistency in Prebook Copying Process and Restricting Abrupt Product Edits
On behalf of Fresca Farms, it has been reported that a discrepancy arose in a Purchase Order (PO), where the product name appeared as "CB Eryngium 5 Stem Tinted." Still, the corresponding Air Waybill (AWB) listed it as "CB Spray Rose Assorted 40 cm." This issue was traced back to a prebook created by copying an old product from around December 2022.
It is suggested to refine the prebook copying process to ensure more accurate product naming. Furthermore, considering the challenges caused by frequent changes in product descriptions, it may be prudent to limit the ability of users to make…
0 votes -
Enhancing Product Name Consistency in Prebook Copying Process and Restricting Abrupt Product Edits
On behalf of Fresca Farms, it has been reported that a discrepancy arose in a Purchase Order (PO), where the product name appeared as "CB Eryngium 5 Stem Tinted." Still, the corresponding Air Waybill (AWB) listed it as "CB Spray Rose Assorted 40 cm." This issue was traced back to a prebook created by copying an old product from around December 2022.
It is suggested to refine the prebook copying process to ensure more accurate product naming. Furthermore, considering the challenges caused by frequent changes in product descriptions, it may be prudent to limit the ability of users to make…
0 votes -
Enhancing Product Name Consistency in Prebook Copying Process and Restricting Abrupt Product Edits
On behalf of Fresca Farms, it has been reported that a discrepancy arose in a Purchase Order (PO), where the product name appeared as "CB Eryngium 5 Stem Tinted." Still, the corresponding Air Waybill (AWB) listed it as "CB Spray Rose Assorted 40 cm." This issue was traced back to a prebook created by copying an old product from around December 2022.
It is suggested to refine the prebook copying process to ensure more accurate product naming. Furthermore, considering the challenges caused by frequent changes in product descriptions, it may be prudent to limit the ability of users to make…
0 votes -
Enhancing Product Name Consistency in Prebook Copying Process and Restricting Abrupt Product Edits
On behalf of Fresca Farms, it has been reported that a discrepancy arose in a Purchase Order (PO), where the product name appeared as "CB Eryngium 5 Stem Tinted." Still, the corresponding Air Waybill (AWB) listed it as "CB Spray Rose Assorted 40 cm." This issue was traced back to a prebook created by copying an old product from around December 2022.
It is suggested to refine the prebook copying process to ensure more accurate product naming. Furthermore, considering the challenges caused by frequent changes in product descriptions, it may be prudent to limit the ability of users to make…
0 votes -
Enhancing Product Name Consistency in Prebook Copying Process and Restricting Abrupt Product Edits
On behalf of Fresca Farms, it has been reported that a discrepancy arose in a Purchase Order (PO), where the product name appeared as "CB Eryngium 5 Stem Tinted." Still, the corresponding Air Waybill (AWB) listed it as "CB Spray Rose Assorted 40 cm." This issue was traced back to a prebook created by copying an old product from around December 2022.
It is suggested to refine the prebook copying process to ensure more accurate product naming. Furthermore, considering the challenges caused by frequent changes in product descriptions, it may be prudent to limit the ability of users to make…
0 votes
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