Sales
102 results found
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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 -
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 -
The inventory list should have a column with a dinamic GPM.
The inventory list should have a column with a dinamic GPM. Each time you change the price the GPM should change as well. This will help a lot to be able to control your margins while you are negociating with the clients.
1 voteHi, All,
Thank you for the extra details, it’s more clear now. We will proceed to change the status to voting for other users to engage as well.
Thanks again for your feedback.
Komet Sales Team.
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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 -
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 voteHi, All,
Thank you for your feedback. Will proceed to change the status to voting.
Thanks,
The Komet Sales Team -
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 -
K2K Products in the Order Entry for Company
The product the comes from K2K should appear in the Order Entry->Add Order screen in the same way that Future Sales and Open market product is shown. This would save a lot of time for the salespersons and prevent the users from having so many tabs opened when they're making sales.
1 voteHi, All,
Thank you for your suggestion. We can see how this can be very beneficial for others users and could save a lot of time.
Will proceed to change the status to Voting so other Komet users can vote for this as well.
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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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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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 -
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
0 votes -
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.
0 votes -
Product Availaibility Report Improvement
Have the product availability report include future sale products that have an arrival date equivalent to today's date.
0 votes -
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: …
0 votes -
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…
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
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