Sales
102 results found
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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
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Products' Aliases
The customer would like to have the option to add aliases to the products to all the customers at a time, not just one by one. He mentioned that, for instance, a product like CINEREA that is also know in his country like TRUE BLUE, he would like to add it as an alias to all the customers all at once instead of having to do it one by one.
This would help expedite the process of product identification, allowing to save time, specially for accounts with several customers.
SF Link: https://kometsales.lightning.force.com/lightning/r/Case/500VL000004FV9GYAW/view
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Hard Goods Color Setup
On behalf of Marcos from BDC, he requests an option to select a color as it shows in Products. Currently, the edition is only nominal, and the color is written, but it should be ideal to color the cell as it does with Products.
Marcos claims that it's not necessarily the color that's needed (which would be neat); they manage Clear and Colored hard goods; it would also work if there's a way to differentiate between a higher priced item due to the colored selection and avoid mistaking it from the clear choice.
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Product Availaibility Report Improvement
Have the product availability report include future sale products that have an arrival date equivalent to today's date.
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Postponed items in Holiday type Standing Orders.
Currently, when there is a regular standing order and more than one items get postponed, the items with the same ship date, arrival date and vendor, get grouped in a same PO, but when the Standing order is type Holiday, no matter the amount of items postponed, even if they have the same ship date, arrival date and vendor, they don't get grouped, instead, a PO is generated for each item, which is inconsistent.
The proposal is to group the items postponed in the SOs type holiday if they have the same ship date, arrival date and vendor.SF link: …
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Aging Column
Aging column becomes very small in the Add Order entry screen. This is related to the number of columns he has displayed in the screen.
1 vote -
Order Information
I have found that it is not possible to see the amount of stems per bunch in order screen, nor the invoice.
In my opinion, it would be really, really important, to have access to this information within this section and that the invoice itself, has this information.For example, in an invoice, there are 4 types of packing on the Gypso (16x10/14x10/15x10/14x14), you can't see what is the amount of stems per bunch,
this is really confusing for the customer and for us.
Sometimes we have to modify some parts of the order, and, we are blind sighted to…
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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.
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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…
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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 -
Enhancing Customer Data Import Filtering: Adding Sales Rep Filter Option
Mayesh proposed an enhancement to their current data import process from Setup < Data Import, where customers can only filter by location. They suggested adding an option to filter by a sales representative. This feature would be handy in scenarios where Mayesh needs to update many customer records for a specific sales rep, especially in cases where a representative leaves the company. Currently, without this feature, Mayesh faces the challenge of downloading and sifting through an extensive customer list of over 44,000 entries, making the process cumbersome.
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Automated Pull Date Adjustment for Prebook Orders
Currently, Komet requires manual updates for pull dates on each line item during pre-booking. This process is time-consuming and increases the risk of errors. On behalf of Brightland Farms, they are requesting an enhancement to automate the pull date adjustments. Either a way to massively update this information for the PB's or somehow automate the process so that the system auto-corrects the pull date depending
on the prebook date and customer settings.The lack of this feature leads to inefficient workflows and potential delays in order fulfillment.
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New highlight feature under Setup->Customer
On behalf of Mayesh, they are suggesting having a highlight feature or something like pinning or flagging to have a higher priority with the customers they work with the most. This suggestion would be to be added to Setup < Customers.
0 votes -
Add total cubes per prebook
On behalf of Farm to Canada, Jason is requesting to add the total cubes per prebook. They need the option at the time of pre-booking so that they know how many trucks to book
They need it per prebook (per customer), not per AWB (which may have many customers).
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Add Box Code Number In Order Entry
On behalf of Chilfresh, the customer would like to have a way to identify the box code related to an order, as there are times when a box needs to be deleted from the system, but there is no way to be sure that the correct box is being deleted.
It would be similar to the lot number that can be seen when editing/adding a product in an order:
0 votes
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