Sales Management Process Definitions
With the Sales Management module, you can centrally manage all your sales activities end-to-end, from opportunity registration to shipment. In order to perform transactions in the sales module, you must have authority in the module, processes and transaction categories.
Authority Groups
Path: Control Panel > System > Security > Authorization Groups
In order to manage sales transactions, authorization is required in the "Sales" section in the authorization group.
If the user also needs to see the Standard Reports of this module, the Report User box must be checked.
Also, restrictions can be made based on business functions. For detailed information about authorizations, you can review the "Authority Types" document.
Processes
Path: Control Panel > BPM > Processes
For detailed information about the processes, you can review the "Process Management and Workflows" document.
You can access the processes from the processes page or by clicking Control Panel > System > Page Settings while on the relevant page.
Sales Orders
Installment Sales Orders
Installment Sales
Sales Offers