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SAP Business One Course : Sales (2/5)

Get a crystal-clear view of the entire sales process and customer lifecycle – from initial contact to final sale, after-sales service & support, sales and opportunity management, campaign management, reporting and analysis, even up to mobile sales tracking.

In these topics, you will learn how to perform steps in the sales process from pre-sales through cash. You will learn how to set up customer records and how to streamline and automate your sales process.

  • List the basic steps of the sales process
  • Use a streamlined sales process
  • Perform the steps in the sales process from sales order to cash
  • Describe the effect of each step on inventory and accounting
  • Define a customer group
  • Create a new customer
  • Create a lead
  • Convert a lead into a customer
  • Discuss ways to automate the sales process
  • Explain how availability checking works in the sales process
  • List the functions of the Pick Pack and Production Manager
  • Describe the advantages of using the Document Generation Wizard
  • Describe the options for handling issues that arise from deliveries: Returns, Redeliveries and Exchanges
  • Create a Return Request to provide return material authorization for a damaged item
  • Copy the Return Request to a Return to bring the item back into stock and give a credit to the customer
  • Correct issues that occur after an A/R invoice has been created

2 Hours

  1. Essential
    • Basic knowledge in financial accounting
    • Understand the sales process of your company
  2. Recommended
    • Familiarity with SAP Business One navigation and functionality
    • Basic knowledge on ERP and Familiar with installing and configuring software on a Windows platform

SAP Business One version 10.0