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.