Page 64 - Gulf Coast Division - Training Manual 5 -18

Making a copy of customer A's order for customer B

Load Customer A’s HISTORY into Order Entry.

Select FILE
Select SAVE TO CSV FILE
Select preferred location to save it and name it.
CLOSE Order Entry.

Open the saved file with EXCEL
DELETE all columns except ITEM #
DELETE ROW 1 (making a single column of item numbers)
SAVE
CLOSE

Back in KPS, select PERSONAL GUIDE
Go to FILE
Go to SELECT Customer and select customer B
Go back to FILE
Select IMPORT LIST OF ITEM NUMBERS
TYPE the name of file you saved.
Select OPEN

Your list of items will load.
Edit the Description to be something like customer B
Select CLOSE

Now create a new order for Customer B
Select LOAD from PERSONAL GUIDE
Pick the Personal Guide for Customer B

Note pricing will be customer dependent. If an item is already on their worksheet, you’ll see the source
as Worksheet.

Adjust pricing as normal.

Remember;
Personal Guides are CUSTOMER SPECIFIC and without pricing.
You can use ANY Personal Guide as a source to create a PRICE QUOTE.
Price Quotes are useable for ANY customer.