Creating Sales Orders in SAP Retail Store 

Use

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

Procedure

  1. Depending on the settings you maintained in Customizing for your store, you can choose between collection 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 collection 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 direct to the customer.

The system selects the type of delivery on the basis of the settings you made.
  1. If partial delivery is not possible, set the indicator for complete delivery.
  1. Choose the sales document type.

Depending on the system settings, you can define which order types are possible, for example standard order, rush order, cash sales.
  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 order. This provides you with information on article availability and prices.

You must enter the customer number of the ordering party when you create the order. To help you in this, you can search for the customer number using the name or town. The character * can be used as a placeholder. You choose Create order to save the order.

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 choose Different delivery address, you can enter a different address if the goods are not to be delivered to the address in the master record.

If you choose Later, the item concerned is stored temporarily in the background. Once you have saved the articles displayed in the foreground as an order, the system displays the temporarily stored items so that you can enter these in another order.
  1. Choose the means of payment.

If the customer wants to pay by card and this is allowed for the customer, 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. Deliveries are usually made to customers automatically as soon as the required delivery date is reached. You can prevent automatic delivery by setting a delivery block.

  2. (Optional) Enter special conditions (such as discount), if required.

    3. If your store allows, you can enter one condition per item on the overview screen, and up to four manual conditions on the details screen for the item. If you do this, you change the price of the item that was calculated automatically.

  3. (Optional) Enter a descriptive text, if required.

    4. You can enter a descriptive text on the details screen for the item.

  4. Choose Create order.

    5. The system saves the order and displays an order confirmation.

  5. Print out the order confirmation and have the customer sign it.

Results

The system sends the sales order to Shipping. If goods have to be procured for certain items, the system triggers the procurement process.