Managing the Sales Process in SAP Business One, Web Client

In this lesson, you will learn about the basic steps and key data in the Sales-A/R process. Each step in the sales process involves a document, such as a sales order, delivery, or A/R invoice. SAP Business One, Web client efficiently moves all relevant information from one document to the next in the document flow.

The following list outlines the steps involved in the SAP Business One, Web client sales process.

1. Sales Quotation: Send an offer to the customer.
2. Sales Order: Document the customer request based on the agreed quantities and price.
3. Delivery: Ship the goods.
4. A/R Invoice: Request payment and record revenue in the profit-and-loss statement.
5. Incoming Payment: Receive the payment from the customer and clear the customer account.

Before we discuss how to carry out the sales process from Quotation to Cash, it is important to understand the different components of the list view, as the list view helps you to manage sales and purchasing documents. In this video, you will learn some best practices for how to manage and interact with records using the list view.

Sales documents carry much of the same information throughout the sales process. In this video, you will learn about the structure of a sales order as an example to all other sales documents.

• Basic Sales-A/R Process Steps are Sales Quotation, Sales Order, Delivery, A/R Invoice, Incoming Payment.
• List View for Managing Sales Documents allows you to filter, add columns, and change column location.
• Creating and Editing Sales Orders can be done from list view, Main Menu, or home page tiles.
• Marketing document structure includes General, Contents, Logistics, Accounting, and Attachment tabs.
• User-Defined Fields and Document Actions are available in the dedicated tab and top right menu respectively.