- SAP pre-sales contains the 3 phases .
- SAP Opportunities.
- Quotations.
- Sale Order.
Sales Opportunities :
Sales opportunities process flow :
- Sales managers set up important information such as the stages that a sale passes through and the likelihood (by percentage) that a sale in a given stage will close.
- The sales opportunities module allows the you to create a sales opportunity in the application after opportunities has been identified.
- Sales opportunities reports give you visibility into the sales pipeline, won and lost opportunities, sales forecasting, and more.
Sales Quotation :
- Before customers place the order, they frequently asks for quotation that they can help to take decisions for buying the products.
- To create a sales quotation, select Main Menu → Sales - A/R → Sales Quotation.
- Once customers are satisfied with the quotation details, click Add. SAP Business One adds the sales quotation. You can make changes later as needed.
Sales Order :
- After approving the quotation. You will create a sales order either from a sales quotation or from menu.
- If you wan to create the sales order from the sales quotation then using the Copy To button.
- If you want to create the sales order from the menu then click Sales - A/R → Sales Order.
