- Understand the Basic Sales Workflow within Komet Sales for Order Entry
- How to create and edit Orders
- How to manage the status of Orders and invoice change policy
|Basic
Order Entry Basics.
ISO-001
Overview
This basic course is intended for the salespeople that want to understand the Order Entry features and workflow within Komet Sales. You will learn how to manage orders, create new or temporary invoices, edit orders, add notes and additional charges to them. Demonstrated through a live session, you will become proficient at creating and tracking your orders, and invoicing them.
The sales team will be able to maximize the key components of the platform, optimizing the management of their orders and reduce their administrative work. By the end of the course, you will also have a good understanding of the different views and reports available of your orders.
What you’ll learn
- Understand the Basic Sales Workflow within Komet Sales for Order Entry
- How to create and edit Orders
- How to manage the status of Orders and invoice change policy
- Add multiple items at once and manage item entry options
- How to manage and apply discounts
- Use the Split Product options
- Invoice additional charges
- Add sales tax to invoice order
- Use temporary invoices
- Track the status of Orders
- How to void orders & return items to inventory
- How to export your summary screen information
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
Basic
Sales