Overview

This sales management group covers operations involved in handling a sales opportunity, passing through creating a quotation, converting it into a sales order, processing, and following up the sales order fulfillment. It also covers issuing invoices for goods and services delivered, offsetting of accounts receivable, planning incoming payments, etc.

Business processes list

• Create quotations
• Define sales prices
• Follow up sales order progress
• Process sales orders for goods in stock
• Process sales orders referenced to quotations
• Define payment terms
• Carry out internal approval
• Process outgoing invoices
• Create sales invoices of assets sold
• Request advance payment
• Perform month-end check in Sales
• Create sales return requests
• Follow up sales return request progress
• Issue sales adjustments for compensation
• Issue sales adjustments for goods return
• Process customer requests for packaging return
• Issue customer invoices for packaging redemption
• Define packaging and return conditions on orders
• Issue customer invoices for one-off services
• Fill up customer stock
• Process goods pick-up requests from customers
• Approve goods pick-up requests from customers
• Pick up goods from customers
• Adjust customer stock
• Issue customer invoices for redeemed stock
• Process sales orders for purchasing services
• Issue purchase notifications to customers
• Issue invoices for purchasing services to customers
• Process sales orders for service
• Issue customer invoices for services
• Initiate goods shipment to customer
• Check permission to ship to customer
• Initiate goods supply on order
• Define substitute goods