What you'll learn

Sales Management Course

Overview

The Sales Management Course is designed to provide participants with a comprehensive understanding of the end-to-end sales lifecycle within the Onfinity system. This course covers various sales scenarios, from quotation to invoicing, ensuring accurate and efficient handling of customer orders. Participants will gain hands-on experience in managing Sales Quotations, Sales Orders, Blanket Sales Orders, Delivery Orders, AR Invoices, and Customer RMAs, with a focus on document flow and operational accuracy.

• Understand the complete sales flow from quotation to invoicing.
• Learn to manage Sales Quotations, Sales Orders, Blanket Sales Orders, and Delivery Orders effectively.
• Perform accurate document transitions to ensure fulfillment and billing.
• Handle advanced scenarios like Blanket Sales Orders, RMAs, and Drop Shipments.

Course Content

Sales Quotation to Sales Order (SO)

• Create a Sales Quotation.
• Convert the quotation into a Sales Order.
• Generate and confirm the Delivery Order to ensure complete item delivery.
• Create the AR Invoice using the "Create Lines From" button in the AR Invoice screen.

Sales Quotation to Blanket Sales Order (BSO)

• Create a Sales Quotation.
• Convert the quotation into a Blanket Sales Order.
• Release a Sales Order from the Blanket Sales Order.
• Generate and confirm the Delivery Order.
• Create the AR Invoice using the "Generate Invoice Process" button in the Delivery Order screen.

Blanket Sales Order to Sales Order

• Create a Blanket Sales Order.
• Release a Sales Order from the Blanket Sales Order.
• Generate the Delivery Order
• Create the AR Invoice using the "Generate Invoice (Manual)" option.

Sales Order

• Create a Sales Order.
• Generate the Delivery Order.
• Create the AR Invoice using the "Create Lines From" button.

Customer RMA (Return Merchandise Authorization)

• Create a Customer RMA against the Sales Order and Delivery Order.
• Generate the Customer Return document.
• Create the AR Credit Memo Invoice using the "Create Lines From" button.

Drop Shipment

• Create a Drop Shipment Sales Order.
• Generate corresponding Purchase Order from the Sales Order linked as drop shipment.
• Confirm the delivery order directly from the Goods Receipt Note.