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SAP Sales Process Overview Guide

The document provides a comprehensive guide to the SAP Sales Process, detailing each step from pre-sales activities to post-sales support. Key components include lead generation, sales order creation, order processing, billing, payment collections, and customer support. It serves as a resource for sales and operations teams to understand and implement the sales lifecycle effectively.

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mail2mukeshsagar
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36 views10 pages

SAP Sales Process Overview Guide

The document provides a comprehensive guide to the SAP Sales Process, detailing each step from pre-sales activities to post-sales support. Key components include lead generation, sales order creation, order processing, billing, payment collections, and customer support. It serves as a resource for sales and operations teams to understand and implement the sales lifecycle effectively.

Uploaded by

mail2mukeshsagar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

SAP Sales Process Explained in

Detail
A Comprehensive Guide for Sales and
Operations Teams
Agenda
• 1. Sales Process Overview
• 2. Pre-Sales Activities
• 3. Sales Order Creation
• 4. Order Processing
• 5. Delivery & Shipping
• 6. Billing & Invoicing
• 7. Payment & Collections
• 8. Post-Sales Support & Follow-Up
• 9. Q&A
Sales Process Overview
• The SAP Sales Process covers the complete
lifecycle from initial inquiry to final payment
and after-sales support. Key steps include:
• - Pre-Sales (Lead Generation, Quotation)
• - Sales Order Creation & Processing
• - Delivery, Billing, and Payment
• - Post-Sales Support
Pre-Sales Activities
• 1. Lead Generation:
• - Identify potential customers
• - Gather customer requirements

• 2. Quotation/Inquiry:
• - Create and send a sales quotation
• - Negotiate terms and pricing
• - Convert inquiry to opportunity
Sales Order Creation
• 1. Sales Order Entry:
• - Create a sales order in SAP
• - Enter customer details and item
information

• 2. Order Confirmation:
• - Review order details
• - Confirm pricing, discounts, and delivery
dates
Order Processing & Delivery
• 1. Order Processing:
• - Check inventory availability
• - Allocate stock
• - Generate pick lists for warehouse

• 2. Delivery & Shipping:


• - Prepare goods for shipment
• - Create delivery documents in SAP
• - Track shipment and update delivery status
Billing & Invoicing
• 1. Invoice Generation:
• - Convert delivery documents to invoices
• - Verify quantities, pricing, and taxes

• 2. Invoicing Process:
• - Send invoice to customer
• - Update financial records in SAP
Payment & Collections
• 1. Payment Processing:
• - Receive customer payment
• - Match payment with invoice

• 2. Collections:
• - Manage overdue payments
• - Coordinate with finance for follow-ups
Post-Sales Support & Follow-Up
• 1. Customer Support:
• - Handle customer queries and complaints
• - Provide technical support and service

• 2. Feedback & Improvement:


• - Gather customer feedback
• - Implement process improvements
• - Enhance customer relationship
management
Questions & Answers
• Feel free to ask any questions or share your
feedback!

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