Sales Training Material

CREATE QUOTATION

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  • Search “Sales Order” in Lookupp
  • Select on ‘Order’ Tab
  • Select New Record(F2)
  • In New Record, Select Target Document Type as ‘Non Binding Offer’, Select respective Business Partner, Select Delivery Rule as Force, Select Price List then save the record(F4). Note the document number (For Ex.: 20010)

  • Next Click on ‘Order Line’ Tab
  • Select New record(F2) in ‘Order Line’ tab. Add product(s) and Quantity then save the record(F4).

  • While adding products itself we can check the product availability.
  • Click on Inventory (Product Info) and check the available is added.
  • We can go Inventory (Product Info) from any page.

  • Come back to ‘Order’ Tab – Change to Prepare
  • Click on Print(F12)

CONVERT QUOTE TO STANDARD ORDER (SALES ORDER)

  • Search “Quote Convert” in Lookup
  • Select the Order number and Change document type as Standard Order
  • Note down the Standard Order number (For Ex.: 50011)

COMPLETE SALES ORDER

  • Search “Sales Order” in Lookup
  • Select the Standard Order number and give complete

GENERATE SHIPMENT (MANUAL) FOR THE SALES ORDER

  • Search “Generate Shipments (Manual)” in Lookup
  • Select the Standard Order document number (For Ex.: 500011) and complete

INVOICE (CUSTOMER) – SALES INVOICE

  • Search “Delivery Note (Customer)” in Lookup
  • Click on ‘Generate Invoice’ button.
  • Select the ‘Sales Price List’ and click on OK
  • Invoice will get generated. Note down the Invoice number (For Ex.: 100005)

  • Search “Invoice (Customer)” in Lookup – Complete the invoice
  • Click on Print(F12)

PAYMENT TO PRINT ACCOUNT RECEIVABLE RECEIPT (AR RECEIPT)

  • Search “Payment” in Lookup
  • Select New Record(F2)
  • Enter Mandatory Fields – Select Bank Account, Select ‘Document Type’ as ‘AR Receipt’, Select Business Partner, Select Invoice
  • Save details(F4)
  • Click on ‘Complete’ button
  • Click on Print(F12)

  • After the completion of Sales Cycle, Click on Inventory (Product Info) and check the available is updated (Reduced).
  • We can go Inventory (Product Info) from any page.

  • In Inventory (Product Info) select pricelist version