Chapter 8. Sales Module

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Chapter 8. Sales Module
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Chapter 8. Sales Module

Table of Contents

8.1.1. New Quote
8.1.2. List Quotes

8.2. Sales Order

8.2.1. New Sales Order
8.2.2. List Open Sales Orders
8.2.3. Reschedule all S/O Line Items

8.3. Billing

8.3.1. Invoice
8.3.2. Credit Memo
8.3.3. Forms

8.4. Return

8.4.1. Return Authorization
8.4.2. List Return Authorizations
8.4.3. Return Authorization Workbench

8.5. Lookup

8.5.1. Quote
8.5.2. Sales Order
8.5.3. Sales Order Status

8.6.1. Print Sales Order Form
8.6.2. E-mail Sales Order Form
8.6.3. Packing List Batch
8.6.4. Print Packing List
8.6.5. Print S/A Special Calendar Form

8.7. Reports

8.7.1. Summarized Backlog by Warehouse
8.7.2. Backlog
8.7.3. Partially Shipped Orders
8.7.4. Inventory Availability
8.7.5. Earned Commissions
8.7.6. Brief Earned Commissions
8.7.7. Summarized Taxable Sales
8.7.8. Customers

8.8. Analysis

8.8.1. Bookings
8.8.2. Time-Phased Bookings
8.8.3. Sales History
8.8.4. Brief Sales History
8.8.5. Summarized Sales History
8.8.6. Time-Phased Summarized Sales History

8.9. Prospect

8.9.1. Enter New Prospect
8.9.2. List Prospects
8.9.3. Search for Prospect

8.10. Customer

8.10.1. Enter New Customer
8.10.2. Customers
8.10.3. Search for Customer
8.10.4. Customer Information Workbench
8.10.5. Customer Types
8.10.6. Customer Groups

8.11. Item Pricing

8.11.1. Item List Price
8.11.2. Update List Prices by Product Category
8.11.3. Pricing Schedules
8.11.4. Pricing Schedule Assignments
8.11.5. Sales
8.11.6. Update Prices
8.11.7. Reports

8.12. Master Information

8.12.1. Characteristics
8.12.2. Sales Representatives
8.12.3. Shipping Zones
8.12.4. Ship Vias
8.12.5. Shipping Charge Types
8.12.6. Tax Codes
8.12.7. Shipping Forms
8.12.8. Sales Categories
8.12.9. Terms
8.12.10. Sales Account Assignments
8.12.11. A/R Account Assignments
8.12.12. Customer Form Assignments

8.13. Utilities

8.13.1. Customer Information Export
8.13.2. Reassign Customer Types by Customer Type
8.13.3. Update Credit Status by Customer
8.13.4. Purge Invoices
8.13.5. Purge Credit Memos
8.13.6. Allocate Reservations
8.13.7. Archive Sales History
8.13.8. Restore Sales History

In this chapter, we describe the Sales module. This module is responsible for defining and maintaining the following key sales and customer relationship components:

Sales Orders
Item Pricing
Billing
Billing Terms
Customer Information
Sales Commissions

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7.9.4. Characteristics	Home	8.1. Quote

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