SAP Online Training: Overview of Sales Processes

December 14, 2009 by CRM
Filed under: Sale and Distribution

Sale Processes

Effective sales order processing connects all activity to customer demand in a series of integrated processes. The SAP System application component Sales and Distribution (SAP SD module) makes this sales order processing possible. The steps in a sales process are then reproduced by electronic documents that are linked to each other.

The SAP sales and distribution process begins with establishing and maintaining customer relationships, and ends with invoicing for delivery of goods or service provided to the customer. Posting the customer incoming payments is part of the SAP System application component Financial Accounting (SAP FI).

The Customer Order Management cycle can begin with Pre-Sales Activities. For example, in response to a customer inquiry , you create and send a quotation.
As part of sales order processing, you create a sales document.
During procurement, the SAP System determines the supplier of the goods, based on data that you have stored in the system. Is the supplier from one of your delivering plants, and, if so, which one? Is the supplier a third-party vendor, and, if so, which one?
As part of shipping processing, you organize and perform the delivery of goods.
In the billing process, you create the invoice and transfer all the necessary data into Accounting.
As part of handling payments, you check open items and post incoming payments.

Overview Diagram

Pre-Sale Activities – Process customer inquiries
Sales Order Processing – Enter Sale Orders
Inventory Sourcing – Verify delivery dates and availability
Shipping – Deliver order
Billing – Bill outbound delivery
Payment – Post payment

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