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Sales Management

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Contents

Introduction

Sales Management deals with all activities related to the customer sales process and corresponding reporting.

This application area of Openbravo covers Order to Shipment and Invoicing parts of Order to Cash business flow and Customer Returns business process. For Payments Management of Order to Cash see the Financial Management application area.

Order to Cash Business Flow

Order to Cash workflow manages the life-cycle of a sales process.

Due to its complexity and different roles involved it is convenient to split Order to Cash down into two main sub-processes:

1. Order to Shipment process starts when a customer requests a quotation or orders goods to the moment the warehouse staff ships the merchandise.

OrdToShipBusPro.png

2. Customer Invoice to Cash continues previous sub-process by invoicing customer“s deliveries and closes it by receiving payments from buyers.

CustInvBusProcScrn.png

Configuration

The following setup needs to be done before performing the process:

Sales products need to be configured prior any sale in the application.
Each product that is being sold needs to have a price in the sales price list in order to be selectable in any transactional document like a sales order or a sales invoice.
Same way each product that is being sold needs to be defined in a unit of measure ("UOM"), and in alternative unit of measure (AUM) if required.
Please refer to Product Setup, Product and Pricing for more information. Please refer to Pricing, Product Setup and Product for more information.

Business Partners (customers) need to be configured prior any sales can automatically turns into a sales quotation or sales order.
Please refer to Business Partner Setup and Business Partner for more information.

Above configuration is one part of the overall Business setup flow within the "Master Data Management" setup.

Finally, the "Quotation" document type requires a sales order document type (i.e. Standard Order) to be defined as "Document Type for Order" to allow the conversion of a sales quotation into a sales order.

Note: It is not required to perform any additional setup for the Sales Management application area if Food & Beverage (F&B) sample client shipped with Openbravo by default is going to be used to explore it. The sample data set already contains the roles, warehouses, business partners, products and prices pre-configured.

Execution

In Sales Management the Order to Cash business process is executed as follows.

Customer can ask directly for a Sales Order or request a Quotation. If the Business Partner asks for a Quotation Sales staff:

If the Business Partner places an order directly Sales staff:

Warehouse staff:

Finance staff can generate invoices in different ways:

Sales revenues expenses can be recognized in different ways:

Credit limit for business partner

Credit Limit Over Info message.png

This message is just an input to consider and the documents creation process can be continued.

Finally, the finance staff is in charge of recording and managing the customer payments:

Customer Returns Business Flow

Customer Returns workflow manages the business processes for returning items back from customers either for credit

CustRetCrBusinessProcess.png

or for replacement.

CusRetReplaceBusinessProcess.png

Configuration

The following configuration options are available in this process:

Execution

In Sales Management the Customer Returns business process is executed as follows.

Customer can request a return material for whatever reason.

Sales staff:

Warehouse staff:

Finance staff:
To invoice these documents can do it from several windows / processes:

Relationship with other application areas

Sales Management has a connection with other application areas:

Application Menu

Please find below detailed description of all windows and reports of the Sales Management application area.


Analysis Tools

Setup

Transactions

Advanced

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