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 an efficient and effective way of transacting with your customer.
A scenario within Compiere would be where customers capture their details sales transaction through the Compiere web store. This would be illustrated as follows:
In the above scenario, the customer would capture their own details through the self service web store, and create their own orders.
The most typical scenario would be where the Compiere user captures details about Leads, Business Partners, and starts transacting, as illustrated:
The Sales Cycle requires the following set-up flow:
Business partners, Sales representatives, and optionally the Sales Region, Commission run, Marketing channel, and campaigns. Leads may also be captured and converted to Business Partners.
Sales Order, Shipment, and Invoicing document types.
In a new tenant setup with many new...
