Start of Content Area

Process documentation Field Quotation and Order Management with CRM Mobile Sales  Locate the document in its SAP Library structure

Purpose

Using this business scenario, you can sell your products through field sales representatives who have direct personal contact with all your business partners.

Your employees create quotation and order data locally on their laptops in Mobile Sales. They synchronize their data with CRM Enterprise regularly.

It describes the sale of serial or bulk products that you,

·        Produce internally based on consumer- or forecast-oriented revenue or sales revenue planning, or

·        Procure externally

The products are shipped directly ex-stock to your customers.

Prerequisites

You can implement this business scenario with different releases of the relevant application components. However, only certain combinations are valid. For more information, see:

      SAP CRM Master Guide on SAP Service Marketplace at service.sap.com/instguides

      Scenario & Process Component List on SAP Service Marketplace at service.sap.com/scl

Process Flow

The business processes run in the following order:

...

       1.      Quotation Processing with CRM Mobile Sales

       2.      Quotation Processing in CRM

       3.      Sales Order Processing with CRM Mobile Sales

       4.      Sales Order Processing in CRM

       5.      Outbound Processing without WM

       6.      Billing in ERP

You can also carry out billing of your sales orders in SAP CRM. For more information, see Billing in CRM.

       7.      Sales Quotation and Order Analysis in CRM

       8.      SAP BI Analysis in CRM Mobile Client

       9.      Analyzing Local Data in CRM Mobile Client

End of Content Area