Sales Process in SAP Business One

Sales Process in SAP Business One

The sales process moves from issuing a sales quotation for goods to selling the goods (and services) to delivering the goods to invoicing the customer for the goods. Each step involves a document, such as a sales order or A/R invoice. SAP Business One moves all relevant information from one document to the next in the document flow. You can adapt the steps according to your needs and business processes.

Process

The sales process in SAPBusiness One creating the following documents:

Sales quotation

Before ordering, customers often require a sales quotation for review in their company. You create it as a proposal of your goods and services to a customer or lead. It does not result in any posting that alters quantities or values in inventory management or accounting.

Sales order

This feature simplifies sales order entry by giving the order taker full view of an item’s stock position in multiple warehouses when a shortage arises. Available to Promise functionality ensures the order taker can choose to order from a list of alternative items, or allow the item to be partially delivered. Orders can be created that support different delivery dates and ship-to addresses for each line item. SAP Business One users can automatically create purchase orders from a sales order and ship them to the customer’s site. Resources.

Delivery

This feature The delivery function in SAP Business One allows the shipping department to generate the necessary packaging documentation for all goods shipped to a customer. The built-in packaging process facilitates the ‘virtual’ input of items into different packages during the delivery process. Users can store the delivery tracking number and access the shipping status within the delivery note with a click of the mouse. Warehouse quantities are automatically updated when a delivery is made.

A/R invoice

After you have delivered the goods or provided services, you bill the customer using an A/R invoice. With this document, you request payment from your customer and record the revenue in the profit and loss statement.
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