SAP Business one

Training Slides
Sales Process

Prepared by SAP Business one Team – CVL

Standard Sales Flow in SAP Business one (SBO)

 Quotation
Quotation can be sent to customer or lead (Prospective customers), it is price commitment for
product or services.
 Sales Order
Sales order document is a commitment from a customer or lead that they are going to buy a
product or services. It is the document that is used as a foundation for planning work orders or
purchase orders and for scheduling resources.
 Delivery
Delivery document indicates shipment of goods or a delivery of services.
 AR Invoice
AR Invoice is the final document in SBO Sales process, it is a request for payment, it also
records the revenue in profit and loss statement.
Sales Quotation
Navigation

SAP B1
Main Menu
Click on
Sales - AR

Click on Sales
Quotation to open
sales quotation
window
Sales Quotation
1. Enter
Customer Code

2. Enter Customer
Reference No.

3. Date.

8. Select
6. Enter
5. Enter 7. Enter row Tax Code
4. Choose Negotiated
Item. Quantity Price discount if any

11. Click on Add button

to Add Quotation

10. Enter Remarks

9. Discount on Invoice
total if any
Sales Order
Navigation

SAP B1
Main Menu
Click on
Sales - AR

Click on Sales
order to open
sales order
window
Sales Order 3. Enter Posting
Date
1. Enter
Customer Code

2. Enter Customer
Reference/ PO
13. Click on
Logistic Tab
4. Enter Delivery
Date

5. Choose 6. Enter 7. Enter 9. Select

Sales Price Tax Code 10. Select
Item. Quantity
Warehouse
8. Row Discount if
any

12. Remarks
if any

11. Discount
on Invoice
Total
Sales Order – Logistic Tab data

17. Click on
Accounting Tab
14. Click on drop down button to
choose another shipping address

15. Provision to over-write shipping

address only for this order

16. Select shipping type viz. Road,

courier, Rail, Air
Sales Order – Accounting Tab

Click on drop
down button
to select
different
payment
terms

Check VAT Number

Click Add button to

add sales order
Delivery
Navigation - Delivery

SAP B1
Main Menu
Click on
Sales - AR

Click on Delivery
to open delivery
window
Delivery 2. Enter Posting
1. Enter Date
Customer
Code

3. Enter Date of
Delivery

4. Click on Copy
From Button
Delivery

Select
Sales
Orders
Delivery

List of Open
Sales Order
window

Select Sales Order.

You can also choose
Click on Choose multiple sales order by
button to close list pressing Ctrl key
window
Delivery
Draw
Document
Wizard window

Click on Finish button to close

draw document wizard window
Delivery

Click on Logistic
TAB

Check the
Quantity to Information. Important !!: Check the
be You can also warehouse code.
delivered change this System will reduce stock
quantity from this warehouse
Delivery

Check
Shipping Information.
Address You can also
overwrite shipping
address only for this
delivery
Click on drop
down button Note.
to choose
If you change the shipping type,
shipping type will open confirmation
system
window, click “Yes” to continue.

Click on Add
button to add the
delivery
document
AR Invoice
Navigation - AR Invoice

SAP B1
Main Menu
Click on
Sales - AR

Click on AR
Invoice to open
AR Invoice
window
AR Invoice 2. Enter Posting
1. Enter Date
Customer Code

3. Enter Billing
date

4. Click on Copy
from button
AR Invoice

Select
Deliveries
AR Invoice
List of open
deliveries pending
for Invoice

Select Delivery.
You can also choose
multiple deliveries by
pressing Ctrl key

Click on choose
button to close List
of deliveries window
AR Invoice
Draw
Document
wizard
window

Click on Finish button

to close Draw
Document Wizard
window
AR Invoice

5. Click on
Accounting
TAB

1. Check
Price
2. Check 3. Check Tax 4. Check
Row Code Document
Discount Discount
AR Invoice

1. Select 2. Enter
Payment VAT Date
Terms

4. Check
3. Check
Total Invoice
VAT
value
Number

5. Click on
Add button
to add the
AR Invoice
End of Sales Process

Thank You