Sales Order Case Study

Case

A sales opportunity arises for the Black Mulberry Ice Cream that ACME has just launched. Since Black Mulberry Ice Creams work with zero stock, the ice creams will be put into production when the sales offer turns into an order. According to the contract, 40% of the order will be paid in advance and the remaining 60% will be paid when the production is completed. A 10% discount will be applied to the customer.

Transactions

Preliminary Transactions

1. Register the products to be bid.
2. Register the company to be bid in the accounts.
3. Define payment methods.
4. Define Shipping Methods.
5. Define price lists.
6. Define departments.
7. Define the input and output warehouses to the system.
8. Define the transaction type, process definitions, and category definitions for the agreements into the system.
9. Define the sales invoice and sales receipt transaction types.
10. Define transaction types for incoming transfer.

Main Transactions

1. Define products to the system.
2. Create a sales offer.
3. Add the customer to accounts.
4. After the offer is approved, add it to the agreements section of the sales contract.
5. Convert offer to sales order.
6. Define the price details of the customer on the Products page.
7. Create a shipping order for the order
8. Create a sales receipt.
9. Final Sales Invoice.
10. Ship the product in question.

Post-Transactions

1. Check the stock control, quantities, prices and deadlines of the products to be quoted.
2. Check the contact, address and contact information of the customer we have added to the accounts.
3. Check the discount rates that will be applied to the sale of the product.
4. Check the terms of the deal.
5. Check the payment and shipping methods specified in the agreement.
6. Check the goods sales invoice.
7. Check the shipping receipt.
8. Check incoming transfers and payments.
9. Check accounting codes and budget records.

You can do study, training, developmental testing and learning activities on your own through the example case above.