Sales
102 results found
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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 -
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 -
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 -
Would like to see a short cut key in order entry to see the last price(price reminder) the customer was charged for the item.
Would like to see a short cut key in order entry to see the last price(price reminder) the customer was charged for the item.
1 voteHello Martin,
Thank you for your feedback! Will proceed to change the status to voting so that other users can engage on it as well.
Thanks,
The Komet Sales Team -
Price list column on Customers screen
We currently have several Price lists that our customers are associated with. We have 3 Tiers wholesale, Volume, and Retail. I would like to see a feature or column on our customer list which indicates which they fall under. I have customers which aren't as frequent or new to us and ask for quotes. Without having to ask someone with Administrative access if they can go to the associate a customer option to see where they fall. As I do not have access to the feature it would make things a little easier for the times the answer is not…
2 votesHi, Kristal,
Thank you for the extra details. I’ll proceed to change the status to voting so that other users can vote for this as well.
Thanks,
The Komet Sales Team -
Customer Dashboard
Under the Customers Dashboard I will like to see the 2016 Column just like on our Company Dashboard.
2 votesHi, Walkiria,
Thank you for your suggestion. We see how this is useful for sales reps and other users as well.
We will proceed to put this suggestion to voting for others to see.
Thanks,
The Komet Sales Team. -
credit memo for items in an assorted box
When entering a credit for an item in an assorted box, Komet currently allows for either a unit or a value.
But it is a random value....not specific to any item in a box.
It would be extremely useful if all items in a mixed box can be seen, and then the credit applied (in units or currency value) to one or more items in that box.
The way you have it now, aside from a written note, there is no way of knowing what was credited.
And so a QC report can't be generated back to the farm.
Not…2 votesHi everyone,
Thank you so much for your suggestion. At the moment, this is not available, however, will leave the status to voting for others to vote as well.
Thanks,
The Komet Sales Team. -
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. -
split
Split option should have a drop down for alternate shipping address or ship to tab.
3 votesHi, All,
Just to make sure we are all on the same page. Basically want is wanted is that whenever you split an invoice, if the customer has different ship to’s you want the system to prompt you a list so that you can select a different ship to, is this correct? Also, would you like this to work the same for prebooks when yo do a split?
Look forward to your comments.
Thanks,
The Komet Sales Team -
Allow viewing different timeframes on widgets
As a user I would like to be able to change the different timeframes in the widgets. For example:
- In "Today's Sales" the arrows will allow the user to move to "Yesterday's Sales" or "Tomorrow's Sales".
- In "Sales by Month" the arrows will allow the user to view year after year.This would apply to all widgets on the dashboard.
(Suggested by Mike Black from Jet Fresh)
1 voteHi, All,
This week a new improvement will installed bor the Sales By Month Widget so that you can select more years in the past. We will notify you once that is completed. However, for the Today’s Sales, will proceed to move to voting.
Thanks,
The Komet Sales Team.
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Excel Details Report Format for Prebook and Order Summary; move Report Explanation
It would be helpful if the report explanations are moved to the top of the report.
The reason for this is often these excel formatted reports are run over and over for different purposes. Users in Excel can create macros to format the information quickly, using subtotals, sorting, etc. This is a great tool. However, these macros cannot be easily created when the report has the Report explanation at the bottom of the report, as the lines change each time with different criteria from week to week. If the Report Explanation was at the top of the report, the macro…
2 votesHi, Lisa,
Thanks for your suggestion! A few more votes and we can get this rolling.
Thanks,
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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Inventory Type filter in the Pricing Screen
Under Inventory type, in addition to all I would like to be able to choose for example: Open Market & Pre-book together or All excluding LOCAL. Can you make this happen?
Let me know?2 votesHi, All,
Thanks a bunch for your suggestion. Wil change the status of this suggestion to voting. A few more votes and we can get this rolling.
Thanks,
The Komet Sales Team
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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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PO and Order dates, related with standing orders
With standing orders dates, what happens is that you can only choose the week day foo your truck, and with this inforamtion the system automatically generates a PO date 4 days before the stablished truck day.
What i would recomend is; to enable the system to manage these two dates individually, in order to have a more flexible PO management with the vendors.2 votesHi, All,
Thank you for your suggestion. Will move the status to voting.
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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Price over ride for sales of opened boxes
When entering an order - to change the price of a box from inventory - you require a managers price over ride
When the box has been opened - you can sell the bunches for what ever price you want - with no sales manager approval or over ride
The same rules should apply to all order entry methods
2 votesHi, All,
Thank your suggestion. It’s a great one! Will move the status to voting.
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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