Skip to content

Your Input Counts!

All your ideas, comments and votes help us build a better platform for you.

Sales

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

24 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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.

    0 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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).

    0 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Truck date validation on Prebooks already associated to Purchase Orders

    Currently, the system allows you to modify the truck date of the prebook when it's already associated to a PO. When the user changes the date, it doesn't validate whether or not the date on the prebook is before or after the PO's arrival date. They system should not allow the user to modify the truck date if it's before the arrival date of the PO.

    0 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    5 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Voting  ·  cs responded

    Hi, Ruben,

    Thank you for your feedback. It’s very valuable to us.

    Will move the status to voting.

    Thanks,
    The Komet Sales Team

  16. 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 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Voting  ·  cs responded

    Hi, All,

    Thank you for your feedback. Will proceed to change the status to voting.

    Thanks,
    Karina

  17. 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 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Voting  ·  cs responded

    Hi, 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.

  18. 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 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Voting  ·  cs responded

    Hi, All,

    Thanks for that great idea! A few more votes and we can get this rolling.

    Thanks,

    The Komet Sales Team

  19. 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 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Voting  ·  cs responded

    Hi, All,

    Thank for your suggestion. A few more votes and we can get this rolling.

    Thanks,

    The Komet Sales Team.

  20. 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 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Prebooks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Voting  ·  cs responded

    Hi, 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.

← Previous 1
  • Don't see your idea?

Feedback and Knowledge Base