Sales Process Flow (Quote-to-Cash)

TujuanPurpose

memberikanprovides panduana lengkapcomprehensive bagiguide departemenfor the Sales, Warehouse, danand Finance dalamdepartments menggunakanon sistemusing the ERP untuksystem menjalankanto seluruhexecute siklusthe penjualan.entire Dimulaisales daricycle, pengelolaanfrom calonmanaging pelangganpotential customers (prospek)prospects) hinggato penerimaanreceiving pembayaran.payments.

DepartemenRelevant TerkaitDepartement

Sales Local & International Business: ~~Bertanggung~~Responsible ~~jawab~~for ~~atas~~the ~~proses~~process ~~dari~~from ~~awal~~start ~~hingga~~to ~~pembuatan~~creation ~~Order~~of ~~Penjualan.~~Sales Orders.
Warehouse: ~~Bertanggung~~Responsible ~~jawab~~for ~~atas~~the ~~penyiapan~~preparation ~~dan~~and ~~pengiriman~~delivery ~~barang~~of ~~berdasarkan~~goods ~~Order~~based ~~Penjualan.~~on Sales Orders.
Finance, Accounting, & Tax and ~~Bea:~~Customs: ~~Bertanggung~~Responsible ~~jawab~~for ~~atas penagihan~~billing (~~faktur)~~invoices) ~~dan~~and ~~pencatatan~~recording ~~pembayaran~~payments.

Proccess Flow Visual Alur Proses

Alur Penjualan (Quote-to-Cash) (1).png

Langkah-langkahSteps prosesin di Sistemthe ERP System

~~Mengelola~~Managing ~~Prospek~~Prospects & ~~Aktivitas~~Activities diin CRM

~~Langkah~~This ~~awal~~initial ~~ini~~step ~~penting~~is ~~untuk~~important ~~mencatat~~for ~~semua~~recording ~~potensi~~all ~~penjualan~~potential ~~dan~~sales ~~interaksi~~and ~~dengan~~customer ~~pelanggan~~interactions ~~agar~~to ~~tidak~~ensure ~~ada~~no ~~peluang~~opportunities ~~yang~~are ~~terlewat.~~ missed.

- PIC: Sales Local, International Business.

- ~~Kapan~~When ~~Dilakuakan:~~to ~~Saat~~Do: ~~ada~~When ~~calon~~there ~~pelanggan~~is ~~baru~~a ~~atau~~new ~~saat~~potential ~~melakukan~~customer ~~interaksi~~or ~~penjualan~~during sales interactions (~~telepon,~~phone, email, ~~pertemuan)~~meetings).

- ~~Modul~~Related ~~Terkait:~~Module: CRM.
~~Membuat~~Creating ~~Penawaran~~Official ~~Resmi~~Quotationsi

- PIC: ~~Sales~~Local ~~Local,~~Sales, International Business.

- ~~Kapan~~When ~~Dilakukan:~~to ~~Saat~~Do: ~~ada~~When ~~permintaan~~there ~~harga~~is ~~resmi~~an ~~dari~~official ~~pelanggan.~~price request from a customer.

- ~~Modul~~Related ~~Terkait:~~Module: ~~Penjualan.~~Sales.
~~Mengonfirmasi~~Confirming ~~Pesanan~~Orders ~~dengan~~with a Sales Order ~~Penjualan~~ (SO)

~~Dokumen~~This ~~ini~~document ~~adalah~~is ~~"kontrak"~~an internal ~~yang~~"contract" ~~menjadi~~that ~~pemicu~~triggers ~~bagi~~other ~~departemen~~departments ~~lain~~to ~~untuk~~take ~~bertindak (terutama Gudang).~~action

- PIC: ~~Sales~~Local ~~Local,~~Sales, International Business.

- ~~Kapan~~When ~~Dilakukan:~~to ~~Setelah~~Do: ~~pelanggan~~After ~~menyetujui~~the ~~penawaran~~customer ~~harga.~~approves the price quotation.

- ~~Modul~~Related ~~Terkait:~~Module: ~~Penjualan.~~Sales.
~~Menyiapkan~~Preparing ~~Pengiriman~~Goods ~~Barang~~Delivery (~~Surat~~Delivery ~~Jalan)~~Note)

- PIC: Warehouse.

- ~~Kapan~~When ~~Dilakukan:~~to ~~Setelah~~Do: ~~ada~~After a valid SO (Sales Order) ~~yang~~exists ~~valid~~and ~~dan~~the ~~barang~~goods ~~siap~~are ~~untuk~~ready ~~dikirim.~~to be shipped.

- Related ~~Modul~~Module: ~~Terkait:~~Sales, ~~Persediaan.~~Accounts Receivable.
~~Membuat~~Creating ~~Faktur~~a ~~Penjualan~~Sales Invoice (Invoice)

- PIC: Finance, Accounting, Tax and Bea.

- ~~Kapan~~When ~~Dilakukan:~~to ~~Setelah~~Do: ~~Surat~~After ~~Jalan~~the ~~terkonfirmasi~~Delivery Note is confirmed (~~barang~~goods ~~sudah~~have ~~terkirim)~~been shipped).

- Related ~~Modul~~Module: ~~Terkait:~~Sales, ~~Penjualan,~~Accounts ~~Buku Piutang.~~Receivable.
~~Mencatat~~Recording ~~Penerimaan~~Payment ~~Pembayaran~~Receipts

~~Langkah~~The ~~terakhir~~final ~~dari~~step ~~siklus,~~of ~~dimana~~the ~~pembayaran~~cycle, ~~dari~~where ~~pelanggan~~customer ~~dicatat~~payments ~~untuk~~are ~~melunasi~~recorded ~~piutang.~~to settle receivables.

- PIC: Finance.

- ~~Kapan~~When ~~Dilakukan:~~to ~~Saat~~Do: ~~menerima~~When ~~dana~~receiving ~~pembayaran~~payment ~~dari~~funds ~~pelanggan~~from customers (~~transfer~~bank ~~bank,~~transfer, checks/giro, ~~tunai)~~cash).

- Related ~~Modul~~Module: ~~Terkait:~~Accounts ~~Buku~~Receivable, ~~Piutang, Keuangan.~~Finance.

Sales Process Flow (Quote-to-Cash)

TujuanPurpose

DepartemenRelevant TerkaitDepartement

Sales Local & International Business: BertanggungResponsible jawabfor atasthe prosesprocess darifrom awalstart hinggato pembuatancreation Orderof Penjualan.Sales Orders.

Warehouse: BertanggungResponsible jawabfor atasthe penyiapanpreparation danand pengirimandelivery barangof berdasarkangoods Orderbased Penjualan.on Sales Orders.

Finance, Accounting, & Tax and Bea:Customs: BertanggungResponsible jawabfor atas penagihanbilling (faktur)invoices) danand pencatatanrecording pembayaranpayments.

Proccess Flow Visual Alur Proses

Langkah-langkahSteps prosesin di Sistemthe ERP System

MengelolaManaging ProspekProspects & AktivitasActivities diin CRM

LangkahThis awalinitial inistep pentingis untukimportant mencatatfor semuarecording potensiall penjualanpotential dansales interaksiand dengancustomer pelangganinteractions agarto tidakensure adano peluangopportunities yangare terlewat. missed.

- PIC: Sales Local, International Business.

- KapanWhen Dilakuakan:to SaatDo: adaWhen calonthere pelangganis barua ataunew saatpotential melakukancustomer interaksior penjualanduring sales interactions (telepon,phone, email, pertemuan)meetings).

- ModulRelated Terkait:Module: CRM.

MembuatCreating PenawaranOfficial ResmiQuotationsi

- PIC: SalesLocal Local,Sales, International Business.

- KapanWhen Dilakukan:to SaatDo: adaWhen permintaanthere hargais resmian dariofficial pelanggan.price request from a customer.

- ModulRelated Terkait:Module: Penjualan.Sales.

MengonfirmasiConfirming PesananOrders denganwith a Sales Order Penjualan (SO)

DokumenThis inidocument adalahis "kontrak"an internal yang"contract" menjadithat pemicutriggers bagiother departemendepartments lainto untuktake bertindak (terutama Gudang).action

- PIC: SalesLocal Local,Sales, International Business.

- KapanWhen Dilakukan:to SetelahDo: pelangganAfter menyetujuithe penawarancustomer harga.approves the price quotation.

- ModulRelated Terkait:Module: Penjualan.Sales.

MenyiapkanPreparing PengirimanGoods BarangDelivery (SuratDelivery Jalan)Note)

- PIC: Warehouse.

- KapanWhen Dilakukan:to SetelahDo: adaAfter a valid SO (Sales Order) yangexists validand danthe baranggoods siapare untukready dikirim.to be shipped.

- Related ModulModule: Terkait:Sales, Persediaan.Accounts Receivable.

MembuatCreating Faktura PenjualanSales Invoice (Invoice)

- PIC: Finance, Accounting, Tax and Bea.

- KapanWhen Dilakukan:to SetelahDo: SuratAfter Jalanthe terkonfirmasiDelivery Note is confirmed (baranggoods sudahhave terkirim)been shipped).

- Related ModulModule: Terkait:Sales, Penjualan,Accounts Buku Piutang.Receivable.

MencatatRecording PenerimaanPayment PembayaranReceipts

LangkahThe terakhirfinal daristep siklus,of dimanathe pembayarancycle, dariwhere pelanggancustomer dicatatpayments untukare melunasirecorded piutang.to settle receivables.

- PIC: Finance.

- KapanWhen Dilakukan:to SaatDo: menerimaWhen danareceiving pembayaranpayment darifunds pelangganfrom customers (transferbank bank,transfer, checks/giro, tunai)cash).

- Related ModulModule: Terkait:Accounts BukuReceivable, Piutang, Keuangan.Finance.