Sales Process-Mid

1.      Create a quotation.

1.      Create a quotation for items A1010-A1013 with Quantity 20 for each item, for your customer, C1012.

2.      The customer would like to order item A1010 in red. Add this information to the item text.

3.      Add the Discount % column (visible and active) to the document. Enter a discount of 10% for one of the items.

4.      Additionally, grant a total discount of 5% for all the items.

5.      Finally Add the quotation.

2.      You create an order for your customer, C1002.

1.      When you do so, you refer to the quotation you created in step 1-1.
Copy all the items from that quotation to your order. Do not save the order yet.

2.      The first two items should be delivered from a vendor at first. Make sure that the system creates a purchase order out of the sales order.

3.      Add the order now. The system lets you now create a purchase order for the items you have ordered. Choose items A1010 and A1011 to create a purchase order.
Save the purchase orders.

4.      Call up the quotation you referenced with the order. Can you still change the data?

3.      You want to pick and deliver the last two items of the order.

1.      Release the last two items of the last sales order to pick list.
Make sure that you have enough stock in the warehouse.

2.      Select the pick list you created and enter the picked quantities. You did not find the full quantity of item A1012 in the warehouse; therefore you pick only three pieces, but pick the full quantity for A1013.

3.      Create a delivery for your sales order directly from the pick pack manager.

4.      Post the customer invoice for the delivery.

4.      Some of your customers purchase their goods directly from the warehouse and pay immediately.

1.      Call up the relevant transaction. Sell an item and save the document. What is the next thing you have to do?

5.      Create the item master records and enter the quantities which are already available.

1.      Create an item master record for the first item:
Item Number: A2010, Item Description: Soccer Ball Puma, Item Group: Ball Games. This item is a purchase, sales and inventory item.
Purchase Price: 20 EUR.

2.      You have 20 of the soccer ball Puma in stock. Post a goods receipt for them with a price of 20 Euro.

3.      Create an item master record for the second item:
Item Number: A2020, Item Description: Soccer Ball Reebok, Item Group: Ball Games. This item is a purchase, sales and inventory item.
Purchase Price: 25 EUR.

6.      You have ordered 180 of the soccer ball Reebok from vendor S1000. Post a goods receipt PO for them with a price of 25 Euro.
You have often not enough of the soccer balls from Puma in stock, because your vendors have sometimes problems to deliver enough of them. In this case you want to sell the soccer balls from Reebok as an alternative item to the soccer ball from Puma.

1.      Define the item A2020 as the alternative item for item A2010.

7.      Your customer orders some soccer balls.

8.      Your customer C1003 orders 50 pieces of item number A2010. Create the sales order.

1.      You have informed your customer that you do not have enough of item A2010 available but that you could offer A2020 as an alternative. Your customer agrees. You use what is left of item A2010 and add the item A2020 with the quantity, which is open from item A2010.