Re: Sales Process for the B1 Sales – A/R module
A default Sales Process in SAP B1 typically involves these stages within the Sales – A/R module:
Creation of a Sales Quotation for the customer.To begin the sales process in SAP Business One, you first need to create a Sales Quotationfor the customer. The sales quotation contains the price your company offers for each of the products that the customer might be interested in. This helps the customer decide which products / services to purchase.
Creating a Sales Order.When the customer decides to purchase the products from your company, you need to create a Sales Order. The sales order should contain the quantity and price that the customer has agreed to. Creating a sales order is an important part of the sales process, as it serves as a base for your company’s own Purchase and Production Orders too.
Entering the details of a Delivery Notice.After the sales order has been successfully processed, your company should create a Delivery Notice in B1 to indicate that the product has been shipped and delivered to the customer. It should contain the necessary details of the product delivered to the customer.
Invoicing and billing to the customer.Your company then needs to bill the customer by creating an A/R Invoice. This document is legally binding between the customers and your company. It provides the details of the products delivered, the amount of the customer owes for them. The data in this document is also updated and reflect in the Profit And Loss Statement of your company.
Accepting the incoming payment from the customer.In this final stage of the sales process, the customer remits payment based on the invoice your company has previously sent out to that customer.
The following is a screenshot of the Sales – A/R module and the default Sales Order window:
Hope that this document can provide some insights on the Sales Process in SAP B1 within the Sales – A/R module.
Regards,
Owen