Entering content frameProcedure documentation Creating a Sales Document in SAP Retail Store Locate the document in its SAP Library structure

Use

You can use this function to enter sales documents in a store, and trigger the procurement of the merchandise if necessary.

Procedure

  1. Depending on the settings you maintained in Customizing for your store, you can choose between pickup and delivery:

The customer collects the merchandise from the store.

The merchandise is delivered to the customer at a particular location.

The following types of pickup and delivery are possible:

The store delivers the merchandise, or the customer collects the merchandise from the store.

The site delivers the merchandise, or the customer collects the merchandise from the site.

The distribution center delivers the merchandise, or the customer collects the merchandise from the distribution center.

The vendor delivers the goods directly to the customer.

The system selects the type of delivery on the basis of the settings you made.

  1. If the document is to be delivered completely, set the indicator for complete delivery.
  1. Choose the sales document type.

As far as the system settings enable you to do so, you can determine which sales document types you can use. For example, standard order, rush order, cash sales, quotation, inquiry, returns. You generally only have a choice of those sales document types that belong to the sales document category you have chosen. However, if you select quotations or sales orders, you can also choose from the other sales document types. This is because when the customer creates an order, he or she may still decide to request a quotation.

  1. Enter the required delivery date, and required articles and quantities.

You can choose Find article to help you with article entry. Here, you must enter a number or description you know exists. The character * can be used as a placeholder.

You can choose Update to simulate the document. This provides you with information on availability and prices.

You must enter the customer number of the sold-to party when you create the document. To help you do this, you can search for the customer number using the name or town. The character * can be used as a placeholder. By choosing Create Order (quotation, inquiry, return), you are saving your document.

You can choose Create/Change Customer to create a customer master record for a new record, or change the address data of an existing customer (by entering the customer number).

If you use the customer number of a one-time customer, you must enter the name and address of the actual customer.

If you choose Different Delivery Address, you can enter a different address if the merchandise are not to be delivered to the sold-to party address.

  1. You must enter a valid-to date for quotations and inquiries.
  1. Select a payment method for all orders.

If the customer wants to pay by card and this is allowed, you can make all the required entries such as the card type, the card number, and the validity date.

  1. (Optional) Set a delivery block if required.
  2. As soon as the requested delivery date is reached, the customer delivery or pickup of merchandise normally automatically follows the orders and returns. You can prevent automatic delivery by setting a delivery block.

  3. (Optional) Enter the item category at item level if necessary, and the pickup/delivery indicator and supplying site.
  4. By doing this, you can enter variant data for an item from the header defaults.

  5. (Optional) Enter a number as the delivery group for an item if necessary.
  6. Items from the same delivery group are delivered together.

  7. (Optional) Enter special conditions (for example, discounts) if necessary.
  8. If your store requires it, you can enter a manual condition for each item on the overview screen and up to 4 manual conditions for each item on the detail screen. By doing this, you are changing the item price that is calculated automatically.

  9. (Optional) Enter a descriptive text if necessary.
  10. You can enter the descriptive text on the detail screen of the item.

  11. Choose Create Order (quotation, inquiry, returns).
  12. The system saves the document and displays a confirmation.

  13. Print out the confirmation and have the customer sign it.

Result

The system saves the document.

A quotation documents a contractual agreement between your company and the customer.

The system transfers an order or a return to shipping processing. If merchandise has to be procured for certain items, the system triggers the procurement process.

 

 

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