Komet Sales has an advanced setup option for each Customer Account.

Under the "Advanced" setup link, within the customer's account settings, you can modify settings such as the fuel surcharge, shipping notes, UPC date options, pricing options and others.


Follow the steps below:

Go to Setup > Customers

 Search for the customer account, then go under the Actions column and select Edit.

 The "Customer Information" window will pop-up. 

 Under the Setup tab, click on the link: "Advanced".

Advanced Information

Fuel Surcharge Option

Enabling the "Charge Fuel Surcharge"  means that once the fuel surcharge rate per box type has been set, the system will automatically apply this as an additional charge to any invoice for the customers this was enabled for. For more information read Fuel Surcharge.

UPC Pull Date Options

The UPC Pull Date information can be setup for Mass Market Customers.

  • "Require UPC Pull Date": By enabling this option, the system will require the user to enter a Pull Date when the UPC information is required.
  • "Default Pull Date Days": This field is used to set the number of days, after the truck date for the Pull Date field has been set. When the UPC information is specified, this will only apply for Prebooks.
  • "Pull Date Format": This option allows you to specify the format that is used to create the pull date when the UPC information is required.

Associating a Territory

 A territory can be associated with a specific customer if these are listed in the Territories of the company. 


Follow these steps:

Go to Setup > Customers

 Click on the Search button to find the customer that you are going to set up the setting for.

Under the Actions column click on "Edit".

The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.

 In "Territory" click on the drop-down list and select the territory needed for the customer. 

 Click on Save

Require Payment Upon Confirmation

When the Require Payment Upon Confirmation option is enabled for a particular customer, the system will ask salespeople to enter the payment information once the order is confirmed from the Add Order and Order Summary screens. For further information on this option, read Require Payment Upon Confirmation.


Keep in mind that in the case of massive confirmations, the system will restrict the orders of customers with this option enabled of being confirmed.

Customer Tags

This option allows users to enter tags to mark a given customer (for priority, for example). The tags you enter here can be used to filter orders in the Confirm POs screen of the Grower Portal and will be taken into account for the Mass Allocations, Confirm Shipments, and Export to Excel actions. Remember that you can associate as many tags as you need. For further information please read Confirm POs on Vendor Portal.

Invoice Prefix


This option is only available for users having the Grower Company role activated

Companies type Grower, have a new field called Invoice Prefix in the Customer Advance Setup window to add a 3 characters prefix to the invoice.

This prefix will be only visible in the PDF the invoice before the Invoice # field.

Landed Cost as Price

When enabling this option, the system will show the landed cost as the suggested price in the sales screens. This means the GPM will be 0%. Also, the price will be recalculated when creating the final order, overriding the price set in the Prebook. This option applies for units and boxes.

Once this option is enabled, the system will recalculate the price taking into account all the landed cost components of the product and will suggest it in all the system screens where the price is calculated. If for any reason the suggested price is different from the price set in the Prebook (or manually entered in any screen) the system will display a ($) icon informing so:

From the Order Summary, a warning message will appear next to the order number informing that the system calculated and suggested a price for some of the products within the order. Click on the details icon to know the difference between the price entered and the price suggested by the system.

Landed Cost as Price

Once the option Landed cost as Price is enabled, the system will use the landed cost for all E-commerce transactions.

Price B Markup (Open Market and Price Lists)

Price B for Price Lists

The "Default Price B" also needs to be active if a Price List is being assigned to the customer in order for the pricing within the price list to apply. For more details please review Price lists.

The "Default Price B" option can be setup when an alternative markup over Price A applies to the customer if buying Open Market inventory. This can be set as a Percentage or Dollar amount. The system will take into account the Default Price B setting within the customer account when providing pricing for Open Market inventory. This markup also applies anywhere on the system where price is suggested from a price list.

Invoice Disclaimer - Per Customer

You can create an invoice disclaimer for a particular customer:

Go to Setup > Customers

 Search for the customer account, then go under the Actions column and select Edit.

 The "Customer Information" window will pop-up. 

Under the Setup tab, click on the link: "Advanced".

Click on Add disclaimer and enter the text you want to appear in all the invoices for the customer.

Remember you can also enter a disclaimer per Company. Please read Invoice Custom Information to learn more.


The assigning of a Group to a customer account allows you to process payments by group instead of by customer. Keep in mind that when a customer is set on a group, available credits will not apply individually per customer, it cannot be applied to any payment transaction. To assign a Group simply type in the name of a preexisting Group or type a new one to be added if it doesn't already exist, then click on "Save".

Accounting Code

The users have the option to enter the "Accounting Code" for each customer in the "Advance" link. This Account Code is used for integrations between Komet and external accounting systems. 

Consolidate invoices on Automatic Billing

Enabling this setting for a given customer will allow the system to consolidate the orders with the same customer, ship to, customer PO #, carrier, and ship date in a single one for the automatic billing and allocation processes, even if the existing orders have already been confirmed. Please note that this option takes precedence over the Invoicing Policy set up in the Invoice Option settings.

Finance Charge Percentage

Please take into account:

This setting can be set up only when the option Finance Charge

When a customer has open invoices after a given period, the system will charge them the [ ]% set up based on the total amount of their accounts


If you don't want to charge this customer, you may enter 0%, however, if you enter an invalid number or none, the system will apply the charge set up to company level by default.

Show Truck Date on Order Entry

By enabling this option, the system will display a field called Truck Date (Estimated Arrival Date), which will be calculated based on the ship date of the order and the transit days set up for the customer with this option enabled.

Once you activate this option, proceed to set up the transit days, in the Days of Service tab, according to the weekday and the carrier.

Once you activate this option, the system will display the truck date when creating orders once you select a Ship Date and a Carrier. This field will be editable, however, the number of days entered could be restricted by the setting Min. Transit Days, available in Shipping Options.

Customer's Currency

Companies with the multicurrency option enabled can set up a different currency for each customer. This is a process that can be carried out just once, since once enabled, all the transactions made for this customer will display the total in both your company currency and in your customer's currency according to the exchange rate set up at the time of the transaction. This option currently works for Euro, United States Dollar, Chinese Yuan, and South African Rand. Remember to review the shopping car before you place the order!

For further information about this process, read Multicurrency for Sales.

CRM Link

Komet Sales gives you the option to enter the customer specific CRM link within the Advanced settings of the Customer Komet Sales account. Adding this link, allows the salesperson to access it during the creation of an invoice order within the Order Entry screen.

To enable this option, please refer to Direct Customer CRM Account Access.


Go to Setup > CustomersFollow the next steps to add the link to each customer's account:

Search for the customer account, under the Actions column and select Edit

The "Customer Information" window will pop up. 

 Under the Setup tab, click on the link: "Advanced".

 At the right side of the screen, you will see the customer specific CRM Link field. Add the specific CRM link for that customer and click on Save.


The system will not display any CRM information when creating the invoice for the customer if the Customer account does not have a CRM Link set in the "Advance" setup of their Komet Sales account.

E-commerce Settings

All customers have certain E-commerce settings that can be configured, all these options are set on a per customer basis. Also, certain restrictions apply in order for the options to work within the E-commerce portal.

Aging Restriction per Customer and the Displaying of Vendor Codes

The system allows users to set a product aging restriction per customer. This restriction will apply to a customer when making a purchase through E-Commerce. This option is configured per customer account.  To see more information about the vendor information, read Vendor Name or Code for E-commerce.


Aging Restrictions per Customer is only available for companies who have E-commerce activated.

To start using this setting please follow the instructions below.

Go to Setup > Customers

 Search for the customer account, under Actions column and select Edit.

 The "Customer Information" window will pop-up. 

 Under the Setup tab, click on the link: "Advanced".

Go to the "E-commerce Settings" section and configure the "Max Age", "Min Age" and "Display Vendor Codes" information as needed for that specific customer.  The user can see more information about this fields by hovering over "What's this?" link. After finishing click on "Save".  

The "Max Age" and "Min Age" setting per customer will limit the available products they view on E-commerce to be purchased, to the product items that comply with the aging restriction. If the customer does not have any information configured on the E-commerce settings, the system will show all aging available the Company. E-Commerce Settings when displaying the available products on E-Commerce. 

Enabling the "Display Vendor Codes" option will cause for a "Details" link to be displayed at the product line item level within the E-commerce purchasing screen. This is so they are able to view the vendor code that the product was sourced from.

Allow changing custom Product Packs

If the Vendor Availability setting is enabled this setting can be enabled and configured per customer.


In order to have the Vendor Availability activated on E-commerce refer to Configure E-commerce Settings.

":" If this option is enabled Komet Sales allows E-commerce customer users to change custom product packs when creating an E-commerce order with Vendor Availability products.

Go to Setup > Customers.

 Search the customer account, under the Actions column select Edit.

 The "Customer Information" window will pop up. 

 Under the Setup tab, click on the link: "Advanced".

Go to the "E-commerce Settings" section and configure the "Allow changing custom product packs"  information as needed for that specific customer.  The company user can see more information about these fields by hovering over the "What's this?" link. After finishing click on "Save".

Send Check-Out Notification To

This option allows you to enter additional email addresses to send notifications when the customer completes the checkout process of an order from the E-commerce portal. If you want to enter more than one address, these must be separated by semicolons:

This is how the notification will look like:

To be able to set up this on a per company or location basis, go to E-commerce Settings.

Ship Via

This option allows selecting the default via option for E-commerce Orders. There are three options available:

Through the warehouse: Shipping items via warehouse means that these items will be sent from the vendor to any of the importer's warehouse locations; these items will be processed through the inventory and shipped to the final customer from the warehouse.

Direct From the vendor: This option was created for orders that are shipped directly from the vendor to the final customer. Keep in mind that once this option is enabled for a given customer, the system will only display Vendor Availability inventory (including K2K, if applicable). If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a sales price.


 If this option is selected, the system won't take into account the AWB freight, handling costs, duties, nor inbound truck freight in the landed cost calculation in order to suggest a selling price. The system will only consider the flower cost and the GPM.

This is how this option will be displayed for a customer on e-commerce:

User's Choice: In this case, the customer will be able to choose how the products should be shipped. If the customer selects Ship Via Warehouse, the system will display On Hand, Future, and Vendor Availability inventory (including K2K if it applies). If the user selects Ship Via Grower, the system will only display Vendor Availability inventory (including K2K, if it applies).

Ship To for K2K products

If users select Ship Via Grower on Prebooks or E-commerce orders for products coming from K2K integration in the Customer Company, the system will associate the customer information of the Prebook as a Ship To in the Vendor Company's invoice as well as the selected carrier and Carrier account number.

In case the Prebook Customer has a Ship To, the system will display together the Ship To and the customer name (separated by c/o). E.g. Store 1 c/o ABC Wholesaler.

Show arrival date instead of ship date

By choosing this option, the system will continue using the arrival date for all the E-commerce transactions instead of the ship date. For more information, please refer to Showing the Arrival Date Instead of the Ship Date on E-commerce.

When this option is enabled, the shipping information for E-commerce transactions will be calculated based on the Days of Service per Customer and the Cut Off set up. The system will take into account the transit days so the next step is to configure these ( the difference between the ship day and the delivery day). This difference varies per carrier and can be entered from the Days of Service tab in the Transit Days column.

Customer's GPM

The GPM can be setup for a specific customer to calculate a suggested sales price on E-commerce. 

Follow the next steps to setup the GPM for each customer's account:

Go to Setup > Customers

 Search for the customer account, under the Actions column and select Edit.

 The "Customer Information" window will pop up. 

 Under the Setup tab, click on the link: "Advanced".

 Under the E-commerce Settings, enter the GPM percentage and click on Save.

E-commerce Markup

This option allows to set up a markup that will apply over the final price displayed on the E-commerce for a given customer. it also applies to products coming from K2K. It can be set up either in dollars or percentage and be positive or negative:

  • If the setup is negative (a discount), the system will subtract the markup value from the product price.
  • If the setup is positive, the system will add the markup value to the product price.
  • Keep in mind that this markup prevails over the Price B Markup explained above on this page and applies to all inventory types.

E-commerce Markup Calculation

The system will apply the e-commerce markup after having considered the limit price. The order for calculating the final price is the next:

  1. Product Price.
  2. Price B markup. Sell fast markup.
  3. E-commerce Limit Price Consideration.
  4. E-commerce Markup.
  5. FOB-Fuel Surcharge.
  6. Final price calculation.

Keep in mind that the E-commerce markup will override the Price B markup (in case both are enabled).

Allow to Choose Inventory Type

This option enables a filter on E-commerce through which the customer will be able to filter by different inventory types on E-commerce: All / On Hand / Future Sales / Vendor Availability / K2K. This depends on the features enabled for the location or the company.

This is how the E-commerce List will look like if we enter On Hand and Future Sales inventory to be displayed.

Display Inventory Type


This option will only be available if the

This option allows you to restrict the type of inventory that should be displayed for the customer on the E-commerce. You will be able to select several inventory types. By leaving the field empty, the customer will be able to see all the inventory types. This option shall be subject to the E-commerce Settings for the company or location, meaning that if the option Hide On Hand Inventory is enabled, for example, the system will not display On Hand inventory, even if you enter On Hand in this setting.

Advanced Setup Options for Multi-Locations

For multi-location companies, there are other options to be configured in this section.

Main Location

Multi-location companies have the option to assign a Main Location to each customer, this way you can use the automatic filter searches for customers who have a specific location selected as the Main Location. This applies when creating Standing Orders, Prebooks, Standalone PO, and invoices. 

To assign a Main Location to a customer follow the steps below.

Go to Setup > Customers.

 Search for the customer account, under the Actions column select Edit. The "Customer Information" window will pop up. 

 Under the Setup tab, click on the "Advanced" link.

 Click on the Main Location field and select the location that you want to assign as the main location for that specific customer.


For you to activate the setting option to show customers only associated to a Main Location by default when creating: Prebooks, invoices or POs standalone; please refer to Customer Settings. There is also an option in the Customer Settings to activate a filter that allows searching for customers with the same main location associated on the A/R>>>Aging/Statements, A/R>>Open Invoices, Associate Automatic Additional Charges, and Associate Customers to Price List screens.

The location selected as the main location will appear on the following Excel reports:

  • A /R >> Aging Statements>>Aging Details Report - Excel
  • A /R >> Aging Statements>>Export to Excel
  • A /R >> Payment History>>Payment History - Excel
  • A /R >> Payment History>>Payment Details - Excel
  • A /R >> Payment History>>Discounts Report - Excel
  • A /R >> Open Invoices>>Export to Excel
  • Order Entry >> Credit Summary>>Export to Excel
  • Setup >> Customers>>Export to Excel