User Manuals › Sales Process

How to CREATE a new Customer? How to specify additional Customer Parameters? How to CREATE a new Customer as a copy of existing one? How to prepare Customer Addresses? How to prepare Customer Contact details? How to prepare Customer specific Sales Parts? How to review Sales Parts list? How to OPEN existing Customer? How to DELETE existing Customer? How to CREATE a new Customer Order? How to CREATE a new Customer Order from Sales Parts list? How to prepare Customer Order Lines? How to ADD Customer Order Lines from Sales Parts list? How to ADD Customer Order Lines from existing Customer Order? How to DELETE existing Customer Order Lines? How to specify Delivery Dates for Customer Order? How to prepare Delivery and Document Addresses? How to prepare Customer Order Parameters? How to OPEN existing Customer Order? How to RELEASE Order Lines or whole Customer Order? How to PRINT out Order Confirmation? How to CANCEL Order Lines or whole Customer Order? How to CREATE a new Shipment from existing Customer Order? How to CREATE a new Shipment from Customer Order Lines list? How to CREATE a new Shipment without Customer Order? How to prepare Shipment Lines? How to ADD Shipment Lines from existing Customer Order? How to ADD Shipment Lines from Customer Order Lines list? How to ADD Shipment Lines from existing Shipment? How to adjust Delivery and Document Addresses? How to adjust Shipment Parameters? How to OPEN existing Shipment? How to CANCEL Shipment Lines or whole Shipment? What is IMPORTANT to know in order to RESERVE Inventory Parts? How to RESERVE selected Inventory Parts? How to CHANGE reservation for Inventory Part manually? How to CANCEL reservation for selected Inventory Parts? How to RESERVE all Inventory Parts in Shipment? How to CANCEL reservation for all Inventory Parts in Shipment? How to RESERVE all Inventory Parts for selected Shipments? How to CANCEL reservation for all Inventory Parts for selected Shipments? When you have to report Picking for reserved Inventory Parts? How to REPORT Picking for selected Inventory Parts? How to CANCEL Picking for selected Inventory Parts? How to REPORT Picking for all reserved Inventory Parts? How to CANCEL Picking for all Inventory Parts? How to SHIP Inventory Parts? How to PRINT out Waybill? How to CANCEL shipment? How to CREATE Customer Invoice? How to PRINT out Customer Invoice? How to OPEN existing Customer Invoice? How to CANCEL Customer Invoice?

IMPORTANT. In order to go through the Sales routine the following pre-conditions should be observed:

• The System Parameters for the Sales module, Basic Data of ProdMaster (the minimum necessary set of supported Currencies, Languages, Countries, Payment Terms, Delivery Terms, VAT Codes etc.) and Inventory Parts should be prepared in accordance with typical Company dependent business requirements – see also “Inventory” section;
• The particular Customer should be registered in the ProdMaster Sales module with related details (e.g. default Currency, Language, Payment Terms, Delivery Terms, Ship Via Codes, Delivery and Document Addresses, Contacts, Price List, Discount etc.);
• Some Sales Parts for the particular Customer can be optionally registered with specific parameters (e.g. Customer specific Codes, Descriptions, Prices, Units of Measure with related Conversion Factor, Packaging info etc.);
• The specific Sales Prices for some Inventory Parts can be optionally prepared in the Price Lists.