Sales

Sales workflows in Bevica, including orders, returns, reservations, pricing controls, and notes.

The Sales Order function in Bevica comprises a number of transactions that, in combination, provide the ability to service your customers effectively.

Document Types:

Sales Order

Sales orders are used to allocate stock and charge for services to a customer for delivery and invoicing. They contain all the information needed to manage the shipping of the goods to the correct address at the right time and invoice the customer appropriately. See Working with Sales Orders.

Sales Return Order

When the customer wants to return stock for credit, you create a return order. Items to be returned can be applied to the customer's original sale to properly allocate costs and also make sure they are not trying to return more stock than was purchased from you. See Working with Sales Return Orders.

Sales Quote

A sales quote can be created against a customer or prospect to display pricing and send a proposal document. They are also part of the CRM-related Opportunity Management process. Quantities on quotes do not impact item availability.

Sales Credit Memo

When the customer wants a financial credit without inventory movement.

Sales Invoice

When you want to invoice the customer for a service. It is best practice not to use Invoices for items.

Sales Blanket Order

Blanket orders are used when a customer has committed to purchasing large quantities or you want to track more closely an allocated quantity. Sales orders are created from blanket orders. Quantities on blanket orders do not impact item availability. A typical use of a blanket order might be where a corporate customer at Christmas wants to buy a large quantity of stock to be delivered to multiple recipients.

See also Managing Blanket Orders.

For more information from Microsoft on the blanket orders click Work with Blanket Sales Orders.

Sales Archives

Sales Archives exist that can be used to take a snapshot of any sales document. They can be created manually or automatically if the option is set in Sales & Receivable Setup. For more information from Microsoft on archiving documents click Archive Documents.

For more information from Microsoft on Sales functions, click Sales or Managing Receivables.