Chapter 3. Customers and the Sales Process
Capturing your transactional relationships about and with Customers is a requirement for any successful sales organization. Managing your customer and sales process entails master data management, order fulfillment, invoicing, and linking to inventory shipment processes.
In this chapter we will illustrate the following:
Defining Business Partners, credit management, and leads
Overview of Sales Order to Invoice processing
Dealing with different types of orders and their transactional implications
How to generate Sales Invoices
Open Orders, Invoice Inquiries, and Reporting on Sales
Returns Management, and how commission calculations are facilitated
Give an overview of the accounting consequences of Sales processing
The processes mentioned in this chapter are applicable to all versions of Compiere.
The Sales Overview
In order to make sales you require information about the entity that you are doing business with, and you need to ensure that your processes reflect...
