- [Instructor] Not everyone is familiar
with the modules we'll be exploring in SAP Business One.
If you only work customer service or order processing,
you may not know the beginning of the sales process,
and depending on the type of sales person you are
in your organization,
you may not know about the end part of the process.
Let's do a quick look at the sales process for a full sale.
Fortunately, much of this process is outlined
in three modules we'll be using frequently
in SAP Business One.
You'll start with basic information
about a business partner, calling them a lead.
With this basic information,
you can use activities coordinated
with the opportunity module
to go through the customer relationship process
and close the sale while recording activities,
which are our customer interactions.
You might send your customer a sales quote.
This does nothing to the system
but generate a document for your lead.
If they like the quote, you'll close the sale,
converting their BP record from a lead to a customer.
You next create a new sales order or convert a quote
to a sales order.
This changes inventory and increases sales amounts
but is not recorded as an accounting transaction yet.
Your warehouse and shipping team can pick and pack
the order, creating the delivery document,
generating a packing slip and shipping the order.
More changes to inventory occur,
but again, this is not an accounting transaction yet.
Finally, I'll invoice the customer,
sending the bill to them.
Here we add the sales to accounts receivable accounts.
If you've been following along so far,
the key takeaway here is a reporting one.
Total sales does not equal total invoiced,
and it is the invoiced amount that shows up
on financial reports.
Not all companies use this full process.
Some companies do not use the opportunities module
and might use some other CRM solution integrated
to SAP Business One.
Others are internet-only businesses
and may have an add on for e-commerce,
skipping many of these steps.
Some businesses will need a bill of materials
as part of their quote.
Where I work, we start with a sales order
and make quotes only for customers who ask for them.
Your situation may be one of these
or something completely different.
If you have processes in place, talk to your team about it
or get with them to come up with a strategy
to effectively handle your sales and billing system.