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.
For SAP ERP Training or SAP Sales – A/R Module Training please visit the links.
For SAP ERP Training or SAP Sales – A/R Module Training please visit the links.
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