Sales Overview

In this topic, we introduce the sales process.  We list the basic steps and key data in the sales process, then show how you can streamline the sales process so that only one document is needed. 

Summary: 

1. The main documents of the sales process are the sales order, delivery and AR invoice.  The incoming payment at the end of the sales process is performed in the Banking module. 
2. Every sales document must have a business partner assigned. 
3. A sales document can sell goods or services. Goods are represented by item master records. If services are represented as items, they can be sold with physical items on sales documents, otherwise they are sold on service-type sales documents. 
4. SAP Business One calculates pricing automatically in the sales order.  Prices can be changed in sales documents by authorized users. 
5. The only mandatory sales document is the AR invoice.  When an AR invoice is used alone without any preceding documents, the AR invoice can perform the functions of the sales order, delivery and the invoice. This is why the AR invoice is often used in a streamlined sales process.

You can also download the document here for your records.