Overview
Allocating products and billing can be a difficult task when it comes to handling many customers and orders every day. Komet Sales has some options to help you automatically create and send customer invoices.
The Prebook Allocations course is intended for salespeople who want to understand how to allocate products individually or massively to bill several Prebooks simultaneously. It will also help you optimize processes and manage your inventory and customers better.
What you’ll learn
Understand the Prebook Allocations workflow within Komet Sales.
Learn how to allocate pre-sold items to invoice orders that have not been billed.
Learn the Mass Allocation process.
Add and edit general notes to Prebooks from the Allocations View screen.
Track and manage billed boxes.
Include Open Market inventory in the allocation process.
Learn how to unallocated products that have already been billed.
Recommended Skills
Have a basic understanding of the Prebook basics within Komet Sales.
Have a basic understanding of sales concepts.
Basic knowledge of the floral industry.
Pre-Requisite
Advanced
Sales