Welcome! This guide is designed to get you started on processing Prebooks in Komet.
Prebook is a pre-sell (not yet an invoice)for a customer.
In order to generate a Prebook record, it must include the following fields. Products and prices can be added later.
- Truck Date
- Prebooks allow to create an internal record of a customer's request.
- Salespeople create the Prebook and once the product is available, the Prebook is used as the basis for creating the Invoice for the customer.
- Prebooks inform the Procurement team which products they must request from their vendors to supply the customer's needs.
By default, your salespeople will be able to start using Prebooks in Komet, however, you might want the Prebooks feature to adapt to your company's specific needs. By going to Setup>>Settings>>Prebook Settings you will be able to setup different restrictions in Prebooks creation: possibility of editing cost, prices, salesperson, set price lists, hold Prebook items, among other actions. Some of the settings can be set up on a per location basis in the case of multi-location companies. For further information on these options, read Prebook Settings and Restrictions.
As an optional step, you can set up a workflow for Prebooks based on different statuses, this will allow you to control for example, when a Prebook will be visible for the procurement team. For further information read Statuses for Prebooks.