4. sales and distribution

The primary responsibility for sales and distribution is to provide goods and services to customers. To complete this task, you need to handle the sales order, manage the customer's material requirements, and complete the contract through packaging and delivery.

4.1 business processes in sales and distribution

Let's first look at the business processes in sales and distribution.

4.1.1 basic approaches

The starting point of sales and distribution is primary data, especially the primary data of customers and products. In addition to products, you can select a sales category for non-inventory products.

4.1.1.1 primary data and transactions in sales

During the processing of the sales order, the primary data is copied to the transaction data. By default, the sales quotation and orders are obtained from the customer and production records (material records ). You can modify the default data in the transaction. For example, your customer needs to change the shipping address in an order. If the modification is to be applied to a later order, you should modify the customer record.

The processing of sales orders is very similar to that of purchase orders. The following describes how to process a sales order.

4.1.1.2 sales quotation

If we ignore previous marketing activities, the start of the sales order begins with a request from the customer or prospects. To answer this request, the sales team creates a quote and sends it to possible or actual customers. Based on the sales quotation, ax may generate subsequent activities.

4.1.1.3 sales order

If the customer agrees to your suggestion and orders your goods or services, You need to register a sales order. Like a purchase order, a sales order consists of one header and one or more rows. The header mainly contains customer data, and the line contains the purchased products.

If necessary, send a sales order confirmation to the customer as a hard copy or electronic version. If you confirm an order, it will be saved. No matter whether there are any changes to the order in the future, you can access the unmodified confirmed order.

For management, long-term contact (total order), enter the sales contract in ax. If you want to post a special delivery order for the total order, create a release order for the number of parts of the sales agreement. A publishing order is a regular sales order referenced in the agreement.

4.1.1.4 Distribution

Print a list of packages to be distributed if possible before the materials are delivered. After the internal shipping process is completed, the packing list is recorded.

This packing list will reduce the physical quantity of the warehouse and the open quantity in the sales order. If your company does not need a packing list, you can only transfer the packing list, instead of the previous packing list.

4.1.1.5 invoice

After the packing list is posted, the invoice is finally posted. If you do not need to separate the packing list, you can only post the invoice instead of the previous packing list. In this case, the invoice will be recorded in parallel for physical transactions and financial transactions.

If you want to sell services or non-inventory products, enter the sales category or product number in the sales order line.

If you only need an invoice and do not need to process the order, you can use a normal post. On the invoice line, you must enter the primary account instead of the product or sales category.

4.1.1.6 customer payment

Before the expiration date, your customer must pay the invoice, which can be used or not used to deduct the cash discount. The following describes how to transfer the customer's payment and solve the invoice on the customer's transaction.

If the customer does not pay in time, the payment reminder will be handled in ax.

4.1.1.7 general ledger Integration

Due to the deep integration in ax, all inventory and customer transactions in the sales and distribution will be transferred to the general ledger account in parallel.

To keep records of the entire business process, ax applies the credential principle to these transactions comprehensively.

4.1.1.8 compared with procurement

4.1.2 clear view: sales order process

4.3 sales product management

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4. sales and distribution