Sales A/R

Contents:
Basic Sales Process
Additional Documents and Functionalities of Sales
Sales A/R: Business Scenario
The company has set customer satisfaction as its
top priority and wants to streamline its processes in
sales to make sure that its customers demands can
be met as quickly as possible.
Sales Process
Sales Order
Delivery
A/R Invoice
Incoming Payment

Price List Basics:

10 default price lists are provided.
Items are linked to every price list.
Assign a price list to each customer.
The assigned price list defaults into a sales
document automatically.
Sales Order
Our customer orders 5 laptops
We enter customer, items, and quantities in the
sales order
The system determines the price automatically
A manual discount for 1% is entered in the order
The customer is also eligible for an early payment
discount of 2%

Leads and Customers

Leads
Use on pre-sales
documents or sales
orders
Not on deliveries or
invoices

Customers
Use on any sales
document

Item Availability Check in Sales Orders

Convert leads to
customers when they
buy

Key Data in the Sales Process: Items

Items represent products to be sold
Item information is stored in the item master record
You can type item codes directly into a sales
document rows or search for items by description or
other item attributes
Using Price Lists in the Sales Process

Price

Customer Master

Sales
Document

Delivery

A/R Invoice

Document Flow in Sales

Functions in Sales A/R

Sales to One-Time Customers (A/R Invoice +

Payment)

Returns

Postings in Sales Process for Inventory Items

Credit Memo

Postings for Incoming Payments

Stock Changes in Sales

Model Report: Inventory Status

Deposits of Cash and Checks

Incoming Payment