Sales Order Processing
Sales order processing in Bevica Select: create, release, ship and invoice, handle credit holds, reservations, returns, pricing, and sales reporting.
Sales Order Processing is where most Bevica day-to-day work happens.
This module focuses on creating, releasing, and posting sales orders.
Before you start
Access to Bevica Select
Training outcomes
After you complete this module, validate your learning using Outcomes - Sales Order Processing.
You should be able to:
Create sales orders and post Ship and Invoice
Handle credit hold and credit release
Use reservations to allocate specific stock or inbound supply
Process stock returns via sales return orders
Maintain prices and discounts (if used)
Review open sales activity via lines and availability pages
Sales processing in Bevica
What’s in scope
Bevica Select focuses on:
Sales Orders
Sales Return Orders
Sales quotes and blanket orders are usually not used.
Read / complete
Working with sales orders
Process overview diagram
Read / complete
Create, release, and post
Read / complete
Ship and invoice items (Microsoft Learn) (Est. 1hr)
In Bevica Select, we recommend you post Ship and Invoice together.
Sales return orders (stock returns)
Read / complete
Comments, notes, and credit control
Read / complete
Reservations and availability
Read / complete
Prepayments (if used)
Skip this section if you don’t use customer deposits.
Sales prepayment invoices
What you’ll be able to do
Set a default Prepayment % on a customer
Post the prepayment invoice from the sales order
Reverse/correct using a prepayment credit memo
Read / complete
Prices, discounts, and margins
Read / complete
Manage Sales Price Lists (Microsoft Learn) (Est. 1hr)
Reporting
Read / complete
Data migration (if you’re implementing)
You’ll typically import:
Customers
Ship-to addresses
Sales prices and discounts (if used)
Read / complete
Next steps
Validate your learning with Outcomes - Sales Order Processing
Continue to Return Orders and Transfer Orders
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