Sales Flows

The sales workflow usually starts by a customer order that originates the creation of sales, shipping and return documents (when applicable). However, this process can be a result of a sales opportunity, that is, the identification of a business opportunity and the corresponding record on the organization sales cycle.

Sales opportunity 

The sale process is always started when a Sales Opportunity (OPV) is identified. In this phase, the proposals, documents, activities, contacts, and competitors are recorded, and thesales cycle and the corresponding phases are analyzed.

Based on the proposals created on the sales opportunity, the Quotation documents are created and, once approved, they originate the customer orders.

To get to know in detail the relevant information in this phase, you must see the business opportunities pipeline, as well as analyze the corresponding statistics.

Customer orders 

Besides a sales opportunity, the sales process can be started by a customer order. At this time, it is necessary to check the stock in warehouse and meet the customer needs as fast as possible.

The reservation manager allows to manage in a centered way all reservations, making it easier to free the existing reservations and redirect this stock to other destinations. To analyze the quantities, locations and the stock state, you can perform an inventory consultation.

If there is a purchase need, you can see the corresponding process.

Shipping of Goods/ Shipping Document 

The feature Shipment Monitor allows to manage all warehouse issues, that can be originated in Customer Orders, Transfers or Returns to Suppliers.

Using this monitor, it is possible to view the receivable document detail. In the processing, the document being generated (Purchase - Return to Suppliers, Transfer or Sale - Shipping Document), the open quantity, quantity to be shipped and the shipping unit.

At this time, by issuing the Shipping Document or another document, the stock is posted. This posting can be viewed on the item statement and, in this document, you can still analyze the quantities and the costs.

Invoice 

The customer invoice (document FA) is issued sing the transformation or conversion of one or several shipping documents for the customer.

If you wish to analyze in detail the values, costs and margin using the selected criterion, you must access the sales explorer.

Customer Return 

When there is a customer return, you must record it on the system with a document of the type Stock to be paid and name it Customer Return Request. The Return Request document is created as a copy of the Shipping Document rows, ensuring the traceability.

The return request is available in the reception monitor and, when processed, it will be converted on the Customer Return document. Since it is a return, you must specify if the goods can make part of the stock in warehouse or if it should be in a state that does not allow movements.

The return can be originated in the non-compliance of the item, making it possible to use it or resell it on the future and, in those cases, the item is accepted and placed in the blocked state. If the return reason is exchange or another one that allows later item movement, it is accepted and placed on the available state.

The cost assumed for the item is the one recorded when returning. The Credit Note financial document is created as an invoice rows copy.

Cash Invoice

The cash Invoice is the financial document that automatically integrates in stock, current accounts and accounting. In this type of document, when it is necessary to reverse it, you must configure the reversal document in the sales document, but also on the current account document.

Accounting Postings

Every time there is stock movements, there is an accounting posting with the issue of Shipping Documents, Invoice and Credit Note.

To learn more about how to perform the accounting, please see the following article: "Permanent inventory accounting".