SAP Sales A/R

• The sales process moves from issuing a sales quotation for goods to selling the goods (and services) to delivering the goods to invoicing the customer for the goods.
• SAP Business One moves all relevant information from one document to the next in the document flow. You can adapt the steps according to your needs and business processes.

The SAP Business One has following steps in sales cycle:

The SAP Business One home page looks like shown below picture:

Quotation:

• Before ordering, customer often require a sales quotation for review. You create it as a proposal of  your goods and services to a customer or lead.
• The sales quotation is an offer or proposal containing a price commitment for specific goods or services that you would provide to a customer.

Sales Order:

• After the quotation is completed, if the customer want to buy the product or service, then you create the sales order from the quotation. 
• The sales order is a commitment from a customer or lead to buy a product or service.
• In this the shipping address, billing address is added in the logistics tab. 

Delivery:

• After the sale order is completed, you create the delivery note.
• You create a delivery note to indicate that the goods have been shipped. It can be created from the sales order.

Return:

• For legal reasons, you cannot delete a delivery that you enter in  SAP Business One.However, the customer might send the goods back for various reasons.
• In such situations, create a return document.When you create the return, the system corrects the inventory quantities.
• If you not generated the A/R Invoice then use this function.If you have already recorded an invoice, use the A/R Credit Memo function.

A/R Invoice:

• After you have delivered the goods or provided services, you bill the customer using an A/R invoice. 
• With this document, you request payment from your customer and record the revenue in the profit and loss statement.

Receive Payments:

• After the goods delivered and invoice is received to customer, the customer made the payments to the supplier if he is not returned any goods.
• If the customer can made the returns because of various reasons either before the payments can be done or after the payments.