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.

Course Objectives

• 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)
• Sales Quotation to Blanket Sales Order (BSO)
• Blanket Sales Order to Sales Order
• Sales Order
• Customer Return.
• Drop Shipment