Standing Orders Basics Wholesaler.

WSS-001

Audience:

Level:

Basic

Duration:

1 hour

Course Type:

Language:

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Understand the Basic Sales Workflow within Komet Sales for Standing Orders
How to create a new standing order
Assign vendor and costs to a standing order

|Basic

Overview

Standing Orders are useful when your customer has recurring product needs. Komet Sales allows you to automate the buying and invoicing processes of these repetitive orders. You will be able to create Standing Orders for Customers in Units and allocate from Standing Orders in boxes.

To handle recurring orders in the floral industry, it is important to analyze how customers decide to purchase flowers and the factors that influence those choices. That information lets you properly estimate the demand and establish behavioral buying habits so you can have better control of inventory rotation.

This course will explain the basic functionalities to take advantage of the automated Standing Orders features in units. This will enable the sales team focus on moving current available inventory to increase sales instead of working on these repetitive orders. During the buying process, this will allow procurement time for analysis of current costs trends and averages, to make sure they can help increase sales margins by keeping costs low.

What you’ll learn

Understand the Basic Sales Workflow within Komet Sales for Standing Orders in Units
How to create a new Standing Order
How to manage Standing Orders in Units
Assign vendor and costs to a standing order
Create a standing order based on whether they’ll be shipped via your warehouse or vendor direct
How to manually create prebooks from a standing order
Create a standing order without pricing
Lock a standing order
How to cancel a standing order
Review the standing order Summary
How to create a standing orders with mixed boxes
Export the Standing Order Details to Excel

Recommended Skills

This basic course does not require any previous knowledge about Komet Sales.
Have a basic understanding of sales concepts.
Basic knowledge of the floral industry.

Pre-Requisite

None

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