By default, a sales agreement is on hold. The requested ship date that is specified for a sale on the Sales order page should be in the valid period. A sales agreement is valid for a defined period. The prices and discounts of the sales agreement overrule any prices and discounts that are stated in any trade agreements that exist. This type is created automatically when you make an item sale through a project.Ī sales agreement is a contract that commits the customer to buy a product in a specific quantity or for a specific amount over time, in exchange for special prices and discounts. A return-item number (RMA number) is assigned automatically. Use this type when a customer returns an item. Use this type when a customer has placed or confirmed an order. You can’t use this sales order type if you're using the Warehouse management functionality. The delivered quantity that was invoiced and the remaining deliveries are updated. When the order is invoiced, the order status is automatically set to an open order. This type has no effect on the stock quantities and doesn't generate item transactions. Use this type as a draft for a sales order. Note: After you create a sales order, any order type can be changed, except the Items requirements type if the sales order has a status of Delivered. When you create a new sales order, you must select the type of sales order to create. When you set up product lists, you can create specific rules to indicate when a product should be suggested as a cross-sell or up-sell product.
In cross-selling, a product is suggested in addition to the current product. In up-selling, another product is suggested instead of the current product. Up-selling and cross-selling are techniques for selling products when an order is entered for a customer. When the customer approves the sales quotation, you can convert it to a sales order. A customer might request a quotation, or you might create a quotation in response to a request from a potential or existing customer. You create sales quotations to present customers an offer of the goods or services that you will be providing. The following process flow shows the business process for sales. You use the sales functionality to create quotations, up-sell and cross-sell to new and existing customers, create sales orders, and create sales invoices for customers. As your campaign progresses and you receive positive responses, you can begin the sales process with those recipients who have responded positively to the campaign. In Supply Chain Management, you can create several types of campaigns, such as telemarketing, mailing, and email campaigns, to maximize your customer potential. CampaignsĪ campaign targets the contacts for prospects, leads, opportunities, and customers that have been selected to participate in the campaign. The following graphic shows the flow of entity relationships as a potential customer becomes an actual customer. It's very important that you understand the flow of a party’s entity before that party becomes a customer. For example, you might find a prospective customer while you're attending a trade show, or you might have a possible lead with a customer after your organization runs a mass mailing campaign. In sales and marketing, the initial interactions that you have with potential customers can occur in various situations. The following process flow shows the business process for marketing. You use marketing campaigns and activities to find and build relationships with potential customers, so that initial interactions can develop into sales relationships.
This data includes the original sales initiative, future follow-up action, and additional sales. You can use Sales and marketing to obtain, store, and use various types of data in the sales flow.
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