Sales
15 results found
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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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Prebooks for Hardgoods
It would be great to have the ability to create prebooks for hardgoods.
10 votes -
E-mailing customer prebooks/consolidating Inbox x
When e-mailing a customer their prebook, is it possible to create boxes beside each prebook that we can check off, so we can send multiple prebooks to a customer and they will consolidate based on the date? It would be similar to the boxes we check off when confirming an invoice (or multiple).
The problem we are coming up with is that if we want to confirm a pre-book with a customer and they have two separate pre-books for the same date (i.e, one is generated because it is a standing order, and another is manually entered for that same…
6 votesHi, All,
Thank you for your suggestions. Your opinion is very valuable to us. A few more votes and we can get this rolling.
Thanks,
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…
4 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 -
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.
4 votes -
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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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 -
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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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 -
email prebook from the prebook screen
email prebook from the prebook screen
1 vote -
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 -
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.
1 voteHi, All,
Thank you for your feedback. Will proceed to change the status to voting.
Thanks,
Karina -
Simple idea but Vital! PLEASE put an email button in pre-book page!
To save a lot of time there should be an (Email) button in the add pre-book page to send customers their quotes. Currently we have to copy pre-book number, go out of add pre-book page, go into pre-book summary page, search pre-book number and email from drop down action button...why when we can simply click (send email) from pre-book page if the button exist. So many steps to do something that can be so easy.
Hopefully this can be strongly considered.
-Rick1 voteHi, All,
Thank you for suggestions. This seems like it can save you time. Will proceed to put the status to voting.
Thanks,
The Komet Sales Team -
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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