- How to create a new prebook template and add them to the Prebooks
- Manage prebook templates
- How to use the copy prebook functionality
- Load, fill out and convert an excel file to a prebook order
- ...
Prebooks Templates & Excel Upload Wholesalers.
WSP-003
Overview
This course is for the sales teams to enhance their options when creating a Prebook, using templates and Excel files to facilitate the management of uploading information in Komet Sales.
The system allows you to save breakdowns as templates so that they can be later used on Prebooks for different customers.
By the end of the course, you will have a detailed understanding of the tools available for the sales team to reduce their administrative time, optimize their processes and concentrate on selling.
What you’ll learn
- Understand the different methods to input Prebooks within Komet Sales
- How to create a new prebook template and add them to the Prebooks
- Manage and administer prebook templates
- How to use the copy prebook functionality
- Load, fill out and convert an excel file to a prebook order
- Track and verify the status of Prebook Orders
- How to export your summary screen information
- This course requires a basic knowledge about Prebooks in Komet Sales
- Have an understanding of sales concepts
- Basic knowledge of the floral industry
Pre-Requisite
WSP001 - Prebooks Basics