Component documentationSales Quotation and Order Management

 

You can use the sales transactions in SAP CRM to map the business transactions in the sales area of your company. You can create and process inquiries, quotations, and sales orders.

Sales transactions in SAP CRM offer:

  • Order processing via different communication channels, for example the Internet or the Interaction Center

  • Integration of the entire sales process - from the first customer contact to order completion

  • Extensive information in all phases of the sales process

  • Automatic determination procedures for quick and accurate order entry

Features

  • Creation and postprocessing of sales transactions

    You can create sales transactions using either SAP CRM Web Channel or the Interaction Center, or in the CRM WebClient UI, and then postprocess them in the CRM WebClient UI. Even transactions with errors can be saved, and they are then available for further postprocessing.

  • Triggering further processing

    As soon as a sales order is saved without errors, the transaction is transferred to SAP ERP. The subsequent logistics processes, for example delivery of the sales order, take place there.

  • Adapting to your business processes

    Customizing for transaction types offers you numerous settings for adapting the sales transaction to the business processes in your company. You can, for example, define a special transaction type for entering sales orders in the Interaction Center.

    In CRM Customizing, choose Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Basic Settings End of the navigation path, or Start of the navigation path Transactions Next navigation step Settings for Sales Transactions End of the navigation path.

  • Sales-specific functions

    You can use various special functions in sales transactions, for example, the availability check, the credit check, and product determination.

    Furthermore, you have access to special functions when working with quotations and sales orders. For more information, see the following: