TRAININGS > SAL - Sales Management Expert Training

SAL - Sales Management Expert Training
300.00 + VAT
Duration 2 Day(s) / 14.0 Hour(s)
SAL.201.E
15

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OVERVIEW

MODULE DESCRIPTION

The Sales Management (SAL) module is used to perform operation and document-based tracking of all sales transactions. This is one of the basic modules of ERP and it is of great importance for companies.

It integrates with all processes in the system. With the Sales Management module, companies can manage their sales processes, link and follow up documents such as offers, agreements, orders, dispatches, and invoices, manage inventory, update the relevant finance records, and manage price policies or campaigns with customized combinations. Sales reports that are offered in wide scope can be easily customized, and forms such as invoices, picking lists, and consignment can be defined and used in accordance with the laws and regulations of country and customer.

PRE-REQUISITES

Pre-Training Preparation:

- Installation and control of the Java in the system. Installation of caniasERP EDU server.

Knowledge Level:

- BAS - Base Data Management

- Basic knowledge about sales processes


TRAINING OBJECTIVES

This course will prepare you to;

-Manage the sales processes in the caniasERP system

-Use basic functions of the sales processes.


 

 


TRAINING INDEX

SAL.201.E - SAL - Sales Management Expert Training


1 - General Introduction to Sales Documents Management

1.1 - Sales Management

2 - Sales Documents Management Overview

2.1 - SALT01 Sales Document - General

2.2 - SALT01 Sales Document - Items - General

2.3 - SALT01 Sales Document - Conditions

2.4 - SALT01 Sales Document - Goods / Invoice Receiver

2.5 - SALT01 Sales Document - Payment Plan

2.6 - SALT01 Sales Document - Items - Detail

2.7 - Authorization of users on SALT01

2.8 - Standart Calculated Values Test

3 - Offer Processes

3.1 - Offer Processes

3.1.1 - Offer Create

3.1.2 - Offer Edit

3.1.3 - Offer Delete

3.1.4 - Offer Listing

3.1.5 - Creating Offer From Offer

3.1.6 - Offer Show

3.2 - Offer Revision

3.2.1 - Offer Revision Concept

3.2.2 - Revised Sales Documents

3.2.3 - Offer Revision Edit

3.2.4 - Offer Revision Show

3.2.5 - Offer Revision Delete

3.2.6 - Offer Revision Listing

A - Workshop

4 - Order Processes

4.1 - Normal Order

B - Workshop

4.1.1 - Referance & Copy Relations (IASSAL004)

4.1.2 - Order Create

4.1.3 - Creating Order From Order

4.1.4 - Creating Order From Offer

4.1.5 - Creating Order with Open Items

4.1.6 - Order Edit

4.1.7 - Order Delete

4.1.8 - Order Listing

4.1.9 - Order Show

5 - Discount and Tax Calculation Process in Sales Document

5.1 - Using Discount Head&Item Brut & Net

5.2 - Distribute Absolute Discount to Items

5.3 - Using Discount (Head)

5.4 - Using Discount (Item)

5.5 - Using VAT (head&ıtem Match)

5.6 - VAT Inclusive Process

C - Workshop

6 - Delivery Note Processes

6.1 - Delivery Note

6.1.1 - Creating Delivery - Manual

6.1.2 - Delivery Note Create - Auto

6.1.3 - Creating Delivery Note From Delivery Note

6.1.4 - Creating Delivery Note From Order

6.1.5 - Creating Manuel Delivery Note with Open Items

6.1.6 - Creating Auto Delivery Note with Open Items

6.1.7 - Delivery Note Edit

6.1.8 - Delivery Note Delete

6.1.9 - Delivery Note Listing

6.1.10 - Delivery Note Show

6.2 - Return Delivery Note

6.2.1 - Return Process Auto

6.2.2 - Return Process Manual

6.2.3 - Create Return Delivery Note with Reference from Delivery Note

6.2.4 - Return Delivery Show

6.2.5 - Return Delivery Edit

6.2.6 - Return Delivery Delete

6.2.7 - Return Delivery Note Listing

D - Workshop

7 - Invoice Processes

7.1 - Invoice

7.1.1 - Invoice Create

7.1.2 - Creating Invoice From Invoice

7.1.3 - Creating Invoice From Delivery Note

7.1.4 - Creating Invoice From Order

7.1.5 - Creating Invoice with Open Items

7.1.6 - Proforma Invoices

7.1.7 - Financing & Posting Keys (Head and Item)

7.1.8 - Copy To Invoice Check

7.1.9 - Batch Financing

7.1.10 - Invoice Finance

7.1.11 - Invoice Edit

7.1.12 - Invoice Delete

7.1.13 - Invoice Listing

7.1.14 - Invoice Show

7.2 - Quantity Return Invoices

7.2.1 - Quantity Return Process

7.2.2 - Quantity Return Create

7.2.3 - Quantity Return Show

7.2.4 - Quantity Return Change

7.2.5 - Quantity Return Delete

7.2.6 - Quantity Return Listing

7.3 - Amount Return Invoice

7.3.1 - Amount Return Process

7.3.2 - Amount Return Show

7.3.3 - Amount Return Edit

7.3.4 - Amount Return Delete

7.3.5 - Amount Return Listing

E - Workshop

7.4 - Cancellation Invoice

7.4.1 - Cancellation Process

7.4.2 - Cancellation Invoice Show

7.4.3 - Cancellation Invoice Edit

7.4.4 - Cancellation Invoice Delete

7.4.5 - Cancellation Invoice Listing

7.5 - Price Difference Invoices

7.5.1 - Price Diff Process

7.5.2 - Price Diff Show

7.5.3 - Price Diff Edit

7.5.4 - Price Diff Delete

7.5.5 - Price Diff Listing

7.5.6 - Price Diff Report

7.5.7 - Calculate Price Difference by Considering any Price List Type

F - Workshop

8 - Contract Processes

8.1 - Value Contract

8.1.1 - Creating Order From Value Contract

8.1.2 - Value Contract Process

8.1.3 - Material&Customer Changing Conditions on Value-Contrat

8.1.4 - Value Contract Show

8.1.5 - Value Contract Edit

8.1.6 - Value Contract Delete

8.1.7 - Value Contract Listing

8.2 - Quantity Contract

8.2.1 - Creating Order From Quantity Contract

8.2.2 - Quantity Contract Process

8.2.3 - Quantity Contract Show

8.2.4 - Quantity Contract Edit

8.2.5 - Quantity Contract Delete

8.2.6 - Quantity Contract Listing

8.3 - Scheduled Agreement

8.3.1 - Scheduled Agreement Process

8.3.2 - Scheduled Agreement Show

8.3.3 - Scheduled Agreement Edit

8.3.4 - Scheduled Agreement Delete

8.3.5 - Scheduled Agreement Listing

8.3.6 - Creating Delivery Note From Scheduled Agreement

8.4 - Contract Reports

8.4.1 - Contract Analysis Report

G - Workshop

9 - Pre-payment Processes

9.1 - Creating Delivery Note From Pre - Payment Order

9.2 - Creating Invoice From Pre - Payment Order

9.3 - First Invoice Process

9.4 - Pre - Payment Order Show

9.5 - Pre - Payment Order Edit

9.6 - Pre - Payment Order Delete

9.7 - Pre - Payment Order Listing

9.8 - Pre - Payment Conditioned Orders Report

10 - Back-To-Back Order

10.1 - Back to Back Order Create

10.2 - Back-To-Back Order Relation Pur. Order Items

10.3 - Back To Back Order Open Items

10.4 - Back to Back Order Edit

10.5 - Back to Back Order Delete

10.6 - Back to Back Order Listing

10.7 - Back to Back Order Show

H - Workshop

11 - Variant Material and Product Set usage in Sales Documents

11.1 - Variant Usage in Sales Process

11.2 - Product Set Concept

11.3 - Product Set Caclulation&Stock movements

I - Workshop

12 - Signature Processes

12.1 - Signature Concept(& Limits)

12.2 - Sales Document Signing - Only A

12.3 - Sales Document Signing - A or B

12.4 - Sales Document Signing - Anyone

J - Workshop

13 - Sales Document Types Check Table other features

13.1 - Recalculate The Price check

13.2 - Document Flow check

13.3 - Saving Crm Action

13.4 - Date Control

13.5 - Notes & Printing Test

13.6 - Relation With Doc Mngm.

13.7 - ATP Calculation

14 - Sales Document Item Types Check Table other features

14.1 - Using Text Item

14.1 - Printable Item check

14.2 - Goods Issue Process

14.3 - Calculation From Gross Check

14.4 - Seperate Tolerans Issue

14.5 - Simulation check

14.6 - Production check

14.7 - Set Requirements On Mrp Check

14.8 - Split sales item

15 - Pricing Policies

15.1 - Pricing policies / Material - Customer

15.2 - Pricing Policies / Material - Price List Type

15.3 - Using Pricing Strategy & Flow - Material Condition Group - Customer

15.4 - Using Pricing Strategy & Flow - Material Condition Group - Price List

15.5 - Using Pricing Strategy & Flow - Material Condition

15.6 - Using Pricing Strategy & Flow - Customer

15.7 - Using Pricing Strategy & Flow - Dynamic

15.8 - Pricing Policies / Customer Condition

15.9 - Using Pricing Strategy & Flow - With Continue

15.10 - Using Pricing Strategy & Flow - Set Discount According to Pirce

15.1 - Pricing Strategy Show

15.2 - Pricing Strategy Listing

15.3 - Pricing Strategy Delete

K - Workshop

16 - Sales Reports

16.1 - Sales Statistics Report

16.2 - Document Flow

16.3 - Sales Documents Report

16.4 - Returned Sales Document Report

16.5 - Order Delivered Report

16.6 - Ordered Offers Report

16.7 - Sales Documents List

16.8 - Delivey Note of Tolerance order Report

16.9 - Rejected Offers / Orders Analysis

17 - Sales Management Cockpit

17.1 - Sales Manager Cockpit

17.2 - Sales Person Cockpit

L - Evaluation & Exam
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