Navigating the Process from Quotation to Cash

Now that you know more about the sales process and the structure of the sales document and list view, this video will show you how to run the entire sales process from start to finish.

The following steps provide an outline of the task demonstrated in the Running the Entire Sales Process from Quotation to Cash video. 

1. Sales Quotation: From the home page, choose the Create Sales Quotation tile and fill out the relevant details, such as the customer code, name, and product information. 

2. Sales Order: From the sales quotation, choose Copy To, and from the dropdown menu, select Sales Order. Add further details where relevant, such as Batch/Serial numbers.

3. Delivery: From the home page, choose the Create Delivery tile and enter the customer details. Choose Copy From, and from the dropdown, select Sales Orders. Enter the delivery details. To create a packing slip, select Packing Slip.

4. A/R Invoice: From the home page, choose the Deliveries tile. From the list view, select the document number that you want to create an invoice for. Choose Copy To, and from the dropdown, choose A/R Invoice. To add any relevant documents, choose the Attachments tab and drag and drop the documents to that section.

5. Incoming Payment: On the home page, choose the Create Incoming Payment for Business Partner tile. Enter the customer details and select the relevant A/R Invoice. Choose Payment Means and the relevant payment type.