Quotation & Order Management

Main Process

 

Creates and processes quotations.

Creates and processes sales orders.

Finds and enters the partners involved in a transaction automatically. Allows the user to enter one or more partners manually, and enters the others automatically through partner determination. Uses various sources of information to make partner determination possible including business partner master data and organizational data.

Documents the current processing state of the transaction on header and item level.

Determines and calculates prices, taxes and discounts. Uses product, customer, campaign, or contract specific pricing but allows as well manual price changes. Supports currency as well as quantity and unit of measurement conversion.

Offers customer specific price lists as well as free items on the sale of certain other items or to take money off a particular sale to a customer.

Logs all missing data important for further processing. Defines the data needed to process subsequent functions for each sales transaction type.

Limits financial risks by carrying out credit checks that can influence transaction processing and setting up a workflow connection to notify those responsible.

Works with payment cards, such as credit and debit cards. Offers merchants a form of risk management because an authorized order is a guarantee of payment. Copies payment card information in customer master data in orders and other sales documents.

Allows scheduling and starting predefined processes (such as follow-up documents, alerts, etc.) by means of user-definable conditions from transaction documents.

Enables companies to list their products in order to better target their customer segments, maximize their sales revenues and manage export regulations. Listings are used to define and target products by customer, customer group line of business, and timeline.

Allows products to be configured quickly and efficiently by sales personnel, partners or customers. Lets companies enforce business rules and ensure the accuracy of complex orders and quotes. The user is guided through the configuration process, can explore the product options and make informed decisions on features and options of the product. Product configuration rules and data are maintained centrally and deployed across all sales channels. This way, customers obtain accurate, consistent information no matter which communication channel they use

Enters and explodes an item containing a bill of material.

Provides real-time available-to-promise and inventory information to sales professionals in the ordering process.

Provides a set of special discounts which are paid retroactively to a customer. These discounts are based on the customer's sales volume over a specified time period.

Provides organizations with the ability to generate invoices and process payments for their customers. Billing and invoicing is seamlessly integrated into backend financial and AR processes.

Uploads orders to SAP ERP for order fulfillment.