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Managing the Sales Process in SAP Business One, Web Client

Objective

After completing this lesson, you will be able to recognize how the Web client can cover the whole business sales process

Sales Process

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.

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

Note

You can choose which documents to include as your process steps, based on the business needs. The only mandatory document in this process is the A/R invoice.

Structure of Document Lists

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.

Video Summary

The list view helps you to manage sales and purchasing documents. The following list outlines some best practices for how to manage and interact with records using the list view:

In the Sales group, there’s an app for each document in the sales process.
To start processing the orders, choose the Sales Orders tile where you’ll see the My Open Sales Orders view. You can select a different view.
Each view consists of the following:
- Saved filter bar values – you can add filters by choosing the Adapt Filters button, and you can edit any of the filters by entering the relevant information in the filter fields.
- View settings configured in the table toolbar – you can add columns to the table using the View Settings option.
- A display of the table view in the table area. You can change the list to be presented as a chart or cards.
To edit a sales order:
- Open the sales order by choosing the order row.
- Choose Edit and add your changes.
- Choose Update.
To perform actions to process multiple records, select the relevant records (or, to select all records, choose the box in the selection column heading), then select an action, for example, Preview. A Preview Status opens in a new tab, listing the selected orders.
You can save a particular list view as a tile for future use by choosing the share option.

Structure of the Sales Document

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.

Video Summary

You can use any of the following methods to create a sales order:
- From the list view screen, choose Create.
- If you’re creating a sales order from an existing sales order, choose New.
- Go to the Main Menu and select Create Sales Order.
- From the home page, choose the Create Sales Order tile.
In the sales order, each tab takes you to a different section of the sales order. These tabs include:
- General: This is where you can enter business partner details.
- Contents: This is where you specify the item or service type and enter their details.
- Logistics: This displays the Ship-to and Bill-to details of the customer.
- Accounting: This displays the customer’s payment terms and payment method.
- Attachment: This is where you can add relevant documents.
- User-Defined Fields: This is where you see if such elements were defined in SAP Business One and enter the relevant value if needed.

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