After completing this lesson, you will be able to:
You receive inquiries from your customers about material prices or delivery times. You use inquiries to store valuable information in the system that can be used to develop your sales strategies in the future. The use of inquiries is not mandatory for the sales process.
Sometimes, you may not be able to offer the customer the complete quantity in an inquiry. In such a case, the presales documents remain open in your system. There are several options available to resolve the situation. When using standard customizing settings for example, inquiry items become completed by the first reference.
The figure, Sales Inquiries, shows the concept of inquiries.
The following table, provides a list of role(s) and app(s) for every process step.
To create a sales inquiry, you need to access the system as an Internal Sales Representative and open the Manage Sales Inquiries app.
From there, you can change, reject, or accept the inquiry, depending on the client's decisions.
|Process Step||Role Name||Fiori App Name|
|Create Sales Inquiry||Internal Sales Representative||Manage Sales Inquiries|
|Change Sales Inquiry||Internal Sales Representative||Manage Sales Inquiries|
|Reject Sales Inquiry||Internal Sales Representative||Manage Sales Inquiries|
With the Manage Sales Inquiries app, you can search for sales inquiries according to your filter criteria and display them in a list.
On the list created using the Manage Sales Inquiries app, you can execute following actions:
From the list of sales inquiries, you can navigate to related applications to create, edit, or display the details of a sales inquiry. You can also reject all items in a sales inquiry. Following is a list of transactional features:
This scope item describes the process for a standard sales inquiry.
It allows you to create, edit, and reject an inquiry. Based on the inquiry, you can then create a quotation or a sales order.