Of the Sales process In SAP Business One, this describes the standardised process from initial customer contact to receipt of payment. Sales process In SAP Business One, this describes the standardised process from initial contact through the document chain in the Sales module.
Phases of the sales process
- Offer Price proposal to the customer with validity period
- Customer order: Binding order with delivery date and conditions
- Delivery Goods issue with automatic stock reduction
- Outgoing invoice: Invoicing with posting in accounting
- Incoming payment: Recording of incoming payments and clearing of open items
document chain
SAP Business One automatically links all documents in the sales process via the document chain. This makes it possible to trace at any time which quotation led to which order and which invoice – a significant advantage for transparency and audits.
Practical tip
Utilise sales stages in Opportunities to systematically manage the sales process and track closing probabilities, even before issuing a quote.
Further articles
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