Sales Process Overview

Order Received at the Billing Deptt

Uploading Sales Order Into Order Check 1: Comparing Rates with Master Data
Case 1: Order created by the Sales Rep and sent
SAP
to the Billing Deptt. Person Responsible: Auto
Case 2: Order received from the party via Person Responsible: Billing Mode: Automatic
START Fax/EMail Person Form:
Person Responsible: Sales Rep Mode: Manual Comments: 1. Alert to be generated for billing person
Mode: Manual Form: Excel/SAP Interface in case of mismatch with master data, 2. Authorization
Form: Excel/Email needed for releasing the order
Concern: Checking the Authenticity of the order Concern: Rate master needs to be updated regularly
Suggestions: Because of variation in order format
and authenticity check, order punching should be
centralized at the branch.
PASS

Order Check 2: Credit Limit Check

Order Check 3: Inventory Check
Picking List Generation. Person Responsible: Auto
Person Responsible: Auto
Mode: Automatic
Person Responsible: Auto Mode: Automatic
Form:
Mode: Automatic Form:
Comments: In case credit limit has exceeded:
Form: PASS Comments: In case article is out of stock : PASS
1. Alert to the billing and credit control manager
Picking List Created in PDF format. It would be 1. If inventory in stock then save the order
2. Authorization needed for releasing the order
accessible over SAP by the Warehouse person. and generate picking list
3. Option of sending the email to salesperson
2. If out of stock, then generate alert to
4. A Master needs to be maintained with credit limits
billing manager and purchasing deptt
specified/calculated for each customer

To WM Module
Material In Stock Out of Stock

1. Automatic updation of various ledgers in To MM Module

Fin Module
Invoice copy and
2. Automatic update of available Stock Levels
WayBill No.
3. Generation of Payment Alerts as per the
received from
credit period
Warehouse after
4. Copy of Invoice and WayBill No. sent to the
dispatch
respective customer and Sales Rep
Warehouse Management Module

View and Print the Picking List

Form: SAP Interface /PDF

Mode:Manual

Goods Packed manually as per the Picking List

Creation of Delivery Note (by punching data

into SAP) and auto creation of Invoice

Good to be transferred by the Transporter

as per the invoice

Waybill No. as received from the

transporter will be entered in the SAP
system against each invoice number.

Preferred Mode : Excel Upload

Invoice Copy and the Waybill No. to be sent

to the billing office/salesrep/customer
 Material Management Module

Regular monitoring of articles with respect to

minimum reorder level ( Class A and Class B Alert to be sent to Purchase Deptt for items
Items) going below min reorder level
Available Quantity below Reordering
Responsible Person : Purchase Manager
level?
Mode: Automatic Form: Email/SAP Interface
Mode :Automatic
YES
Comments: 1. Minimum reordering level to be
defined for each article as per the
formula/condition defined
2. All articles have to be classified as per Class
A,B and C and a list maintained in the master
Purchasing order to be generated for the
NO concerned articles, as per the list of preferred
supplier ( German Concerns with/without
SAP, Local Purchase, Other Imports)
Responsible Person : Purchase Manager
Class C Item Form: SAP Interface/PDF/MsWord
From SD Module Mode: Automatic
Order
Comments: An articles wise list of preferred
purchasers to be maintained in the master

OC Received from the supplier Send PO to concerned supplier PO to be approved by the authorized person
Responsible Person: Purchase Manager Mode: Automatic
Form: SAP Interface/Excel/Email Mode: Automatic Responsible Person: Authorized Person
Mode: Automatic/Manual Form: Email/SAP Interface Form: SAP Interface
Concerns: 1. Will the supplier SAP be Mode: Automatic Mode: Automatic/Manual as required
integrated with ours for OC to be received over
SAP Interface?

Goods received at the warehouse are Preparation of Preparation of Debit

compared with delivery advice MRN/GRN which is /Credit note in case of
received from the logistics deptt automatically any shortage/excess in
Mode:Manual emailed stock
Form: Excel/SAP Interface
Mode:automatic Mode:Automatic