Some orders go directly to a company without an opportunity and users will start the order process with a new sales order. In this video, learn how to create a new sales order.
- [Narrator] Depending on your business, … you may not be using quotes. … You may go directly to a sales order. … Let's add a sales order directly. … We have that order to the Indianapolis store as an example. … We'll add the order … by first of all getting out of opportunity, … and so I'm going to update this, … and I'll hit Okay and it goes away. … And I'm going to go over here. … We can actually get it by CRM and I can do it here. … Or, I can go a little further down, … and it's under Sales, Sales Order. … And there it is. … And with a blank one, what you start with … is adding a customer, so I'm going to do C314, … and I can pick up Huli Pizza Company again. … Here is primary 1182. All good. … Nova Aloha's going to be our contact person. … We have a reference number for this one of IT1011. … IT1011. … Okay. And we have a delivery date. … And, like I said earlier, … this may be a target date of your delivery, … but often it's going to be the day … that you need to get it shipped out. …
Author
Steven Lipton
Released
9/10/2020- Identify the various modules in SAP Business One.
- Describe the process for setting up business partners in SAP Business One.
- Define terminology relating to modules within SAP Business One.
- Determine instances in which SAP Business One does not add information automatically.
- Review the steps in filling customer orders.
- Apply SAP Business One processes to a scenario.
Skill Level Intermediate
Duration
Views
-
Introduction
-
What you need to get started1m 53s
-
1. Some SAP B1 Background
-
Accounting terms in SAP B12m 35s
-
The sales cycle of SAP B12m 32s
-
2. Business Partners
-
Add a customer BP4m 38s
-
Business partner leads5m 50s
-
Create payment terms6m 57s
-
-
3. Sales Opportunities
-
Track stages of the sale6m 39s
-
Create open quotes7m 17s
-
Close the sale5m 13s
-
4. Sales Orders
-
Add a new sales order3m 8s
-
Create draft documents4m 37s
-
5. Customer Fulfillment
-
Create a delivery document6m 28s
-
Inventory and warehouses4m 37s
-
Manage backordered items6m 16s
-
6. Billing and Invoices
-
Generate A/R invoices6m 51s
-
Pay invoices5m 10s
-
Pay installments4m 58s
-
-
7. Managing Returns
-
Return request5m 26s
-
A/R credit memo4m 18s
-
Returns3m 3s
-
-
8. Running Reports
-
Sales analysis reports7m 20s
-
Run activity reports3m 13s
-
View A/R reports5m 31s
-
View inventory data4m 34s
-
-
Conclusion
-
Key takeaways3m 18s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Add a new sales order