Prebooks Basics Wholesaler.

WSP-001

Audience:

Level:

Basic

Duration:

2 Hours

Course Type:

Language:

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  • Prebook Orders Creation for Boxes
  • How to use breakdowns for assorted products
  • Manage FOB and Non-FOB customer pricing
  • Add a special mark to your vendor labels
  • Input product notes for vendors
  • ...

Overview

An ideal course for salespeople that want to understand the basic sales workflow for Prebooks in Komet Sales for Wholesalers. Prebooks are pre-orders that the sales team manage for their customers. These Prebooks can be created using a total quantity of either stems or bunches. Demonstrated through a live session, you will become proficient at creating prebooks, tracking and managing them in units.

The sales team will be able to maximize the key features of the platform, optimizing the management of their orders and reducing their administrative work. By the end of the course, you will also have a good understanding of the different views available to start placing orders and selling in units with Komet Sales.

What you’ll learn

  • Understand the Basic Sales Workflow within Komet Sales for Prebooks
  • Prebook Orders Creation for Units
  • How to enter Boxes in the Units Entry Mode
  • Manage FOB and Non-FOB customer pricing
  • Add a special mark to Prebook line
  • Input product notes for invoices
  • Track the status of Prebook Orders to completion
  • How to view & 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

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