Here you will find everything you need to know about sales orders, from creating and maintaining to importing and exporting them. We also go into special features, such as the fast lane functionality for order prioritization or the use of the order status indicator. You’ll also learn how to efficiently handle service orders, offers, and even advanced discount systems.
Below you will find all the topics in this section:
Standard Workflows: Sales
Hinweis
Sales Order:
Introduction to Order Management: Introduction to the tasks and significance of the order module.
Order Creation and Data Management: Manual creation and management of orders, including maintenance of order details.
Using order statuses - order status indicator: Utilizing the status indicator to track the processing status of orders.
Importing and exporting of sales orders: Interfaces for integrating orders from external systems.
Order Processing Steps: Transitioning orders into downstream processes, such as logistics or accounting.
Automatic Transfer to Shipping Processes (Auto-Shipping): Integration with auto-shipping for processing ready-to-ship orders.
POS (Point of Sale): Use of POS- and Cash Register System within the order processing workflow.
Working with orders
Offers and requests
Discounts, credit notes, free products, rentals
Working with POS and cash register