Sales

Sales is where customer demand becomes priced order lines, production work, delivery, invoices, and actual margin. Start with the object you are working in.

3 objects6 how-tos4 concepts

Objects

ObjectsWhat’s in Sales

->Sales ordersThe commitment to deliver priced goods to one customer. Orders resolve pricing, read availability, can create manufacturing demand, and lock shipped lines.Create a sales order how-toDeliver & invoice how-toThe delivery lifecycle concept->CustomersThe accounts you sell to, including contacts, addresses, categories, account state, priority, and activity history.Add a customer how-toContacts, activity & tasks how-toCustomer fields reference->Pricing schedulesQuantity-break discounts scoped to customer categories and item sets. Order lines resolve the right price when the item is selected.Build a pricing schedule how-toPricing, discounts & margin concept

Common tasks

StartCommon tasks

Create a sales orderPick a customer, add lines, review pricing and availability.›Deliver an orderShip remaining quantities, consume inventory, and push the invoice.›Make to orderCreate manufacturing orders for unmade sales lines.›