provides a comprehensive guide for the Sales, Warehouse, and Finance departments on using the ERP system to execute the entire sales cycle, from managing potential customers (prospects) to receiving payments.
Relevant Departement
Sales Local & International Business: Responsible for the process from start to creation of Sales Orders.
Warehouse: Responsible for the preparation and delivery of goods based on Sales Orders.
Finance, Accounting, & Tax and Customs: Responsible for billing (invoices) and recording payments.
Proccess Flow Visual
Steps in the ERP System
Managing Prospects & Activities in CRM
This initial step is important for recording all potential sales and customer interactions to ensure no opportunities are missed.
- PIC: Sales Local, International Business.
- When to Do: When there is a new potential customer or during sales interactions (phone, email, meetings).
- Related Module: CRM.
Creating Official Quotations
- PIC: Local Sales, International Business.
- When to Do: When there is an official price request from a customer.
- Related Module: Sales.
Confirming Orders with a Sales Order (SO)
This document is an internal "contract" that triggers other departments to take action
- PIC: Local Sales, International Business.
- When to Do: After the customer approves the price quotation.
- Related Module: Sales.
Preparing Goods Delivery (Delivery Note)
- PIC: Warehouse.
- When to Do: After a valid SO (Sales Order) exists and the goods are ready to be shipped.
- Related Module: Sales, Accounts Receivable.
Creating a Sales Invoice (Invoice)
- PIC: Finance, Accounting, Tax and Bea.
- When to Do: After the Delivery Note is confirmed (goods have been shipped).
- Related Module: Sales, Accounts Receivable.
Recording Payment Receipts
The final step of the cycle, where customer payments are recorded to settle receivables.
- PIC: Finance.
- When to Do: When receiving payment funds from customers (bank transfer, checks/giro, cash).
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