Business Central Sales Process銷售流程
Business Central has different features for sales process for allow user choose the process for achieve their business Requirement.
The diagram below shows how system can process the sales documents.
提供不同的銷售流程功能,讓用戶選擇最符合他們業務需求的流程。
下面的圖表展示了系統如何處理銷售文件。
在貿易業務中最常見的銷售文件流程 | 銷售文件處理流程 | 相關文章 | |||
---|---|---|---|---|---|
1 | 銷售訂單 => 銷售出貨和發票 | ||||
2 | 銷售訂單 => 銷售出貨 => 銷售發票 => 過帳銷售發票 | ||||
3 | 銷售報價 => 銷售發票 => 過帳銷售發票。 | ||||
Most common in Trade Business | Sales Document Process | Related Article | |||
1 | Sales Order => Post Shipment and Invoice | 2 | Sales Order => Post Shipment => Sales Invoice => Post Sales Invoice | 3 | Sales Quote => Sales Invoice => Pots Sales Invoice如何將銷售報價轉換為訂單或發票 Chinese How to Convert Sales Quotes to Order or Invoice |
4 | Sales Quote 銷售報價 => Sales Order 銷售訂單 => Post Shipment and Invoice 銷售出貨和發票。 | 如何將銷售報價轉換為訂單或發票 Chinese How to Convert Sales Quotes to Order or Invoice | |||
5 | Sales Quote 銷售報價 => Sales Order 銷售訂單 => Post Shipment 銷售出貨 => Sales Invoice 銷售發票 => Post Sales Invoice過帳銷售發票。 | 如何將銷售報價轉換為訂單或發票 Chinese How to Convert Sales Quotes to Order or Invoice | |||
6 | Blanket Sales Order 定期銷售訂單 => Sales Order 銷售訂單 => Post Shipment and Invoice 銷售出貨和發票。 | 如何從定期銷售訂單中製作銷售訂單 Chinese How to Make Sales Order from Blanket Sales Order | |||
7 | Blanket Sales Order 定期銷售訂單 => Sales Order 銷售訂單 => Post Shipment 銷售出貨 => Sales Invoice 銷售發票 => Post Sales Invoice過帳銷售發票。 | 如何從定期銷售訂單中製作銷售訂單 Chinese How to Make Sales Order from Blanket Sales Order |
NOTE:
Typically, sales order or sales invoice are able to use for sales. You can consider the scenarios that you must use sales order instead of sales invoice.
注意:
通常情況下,銷售訂單或銷售發票都可以用於銷售。但在以下情況下,您可能需要使用銷售訂單而不是銷售發票。
- 需要處理部分出貨
- 需要進行直接出貨(即向客戶銷售供應商直接發貨的商品)
- 需要處理特殊訂單(即向供應商下訂單,以向客戶銷售商品)
- 需要包含倉庫進程,例如拣貨和包裝。
- If you need to process a partial shipment
- If you need to process a drop shipment (i.e. sell items that your vendor delivers the goods to your customer directly)
- If you need to process a special order (i.e. please the back-to-back order to vendor for sell the goods to customer)
- If you need to include warehouse process such as pick and pack.