Introduction to Sales
This guide covers the following topics:
Sales Quotations
Sales Quotations lets you respond to requests for quotations (RFQs), monitor statuses, calculate gross margins, retain histories by item and customer, and track unsuccessful quotes. Once accepted, sales quotes can be released to sales orders.
Sales Orders/Invoices
Sales Orders/Invoices lets you enter, price, and print sales orders, verify credit, allocate inventory, print picklists and packing lists, record shipment data, print invoices, and generate control reports. Sales Orders/Invoices is closely integrated with the Inventory Control, MRP, and Accounts Receivable modules to give a high level of control over the sales order process.
Container and Line Charges
The Container and Line Charges (CLC) module provides suppliers a way to track and invoice customers for shipping containers (such as pallets, crates, or bins), and extra line charges (such as shipping, painting, and detailing). Line charges and container charges are added at the order line-item level. This module also supports the setup of flexible data entry points during the shipping process for recording and tracking shipping codes or related shipping information.
Available to Promise
Available to promise (ATP) is the uncommitted portion of inventory or planned production available to be promised to new orders. During order entry or confirmation, you can have the system check for adequate ATP before committing to a delivery date.
Shipping
Shipping covers a wide range of features that support complex international shipping requirements. These requirements include numbering control, document formats, multiple carriers, and transaction-based security. Advanced shipping programs such as Pre-Shipper/Shipper Workbench enable users to perform many functions in one place. Workbench automatically creates shippers for picklists and allows shipments to be containerized in a single process.
Shipment Performance
The Shipment Performance module improves shipping processes by monitoring the timeliness of shipments against customer-requested ship dates and the completeness of each order shipped. With the Shipment Performance module, you can monitor shipping effectiveness by measuring how a shipping department meets customer-requested ship dates and quantities. You can choose which date to use for measuring performance based on your business practices: the line-item performance date, due date, or required date.
Customer Consignment Inventory
The Customer Consignment Inventory module lets you plan, order, ship, track, and report customer-consigned inventory using an automated system that reconciles inventories between suppliers and customers. Invoicing and AR transactions are deferred until the customer consumes the inventory.
Enterprise Material Transfer (EMT)
Enterprise Material Transfer (EMT) supports automatic translation of sales orders into purchase orders. In companies using EDI eCommerce, EMT can transmit these purchase orders in electronic data interchange (EDI) format to secondary organizations that use different databases.
Configured Products
Configured Products lets you define a product structure that includes optional features and accessories. During sales order entry, you can accept a standard bill of material or select from a set of predefined features and options.
Sales Analysis
Sales Analysis lets you monitor salesperson productivity and effectiveness at maintaining margins. It gives greater visibility on sales by product line or item, and lets you rank items by sales, margin, or quantity.
Legal Documents
Legal Documents support legal requirements of some countries to track transportation of merchandise with a document. Legal documents include specific numbering rules, information, format, and layout to prove legality and possession of the inventory being shipped, received, or moved.