In
SAP CRM, you can create and process inquiries related to sales, create
quotations and sales order. The sales quotations are used to map business
transactions in the sales area of the company.
The
sales quotation is generated to ensure that a specific quantity of product will
be delivered at a specific time period and at a specific price. A sales order
is also considered as same that allows the customer to request a certain amount
of product, or services at a certain time. A complete sales order process from
fundamentals can be learnt online from SAP SD training.
The
quotation processing and order management involves the following steps in a SAP
CRM and ECC system:
Create
Quotation − A quotation is created in the system to provide the customer.
Items are added for this quotation (Performed in SAP CRM training).
Enter
Product and Configure − The next step is to enter the products requested by
the customer. Products can be configured for every item of the quotation
(Performed in SAP CRM).
Checking
Availability − Next is to check the availability of products for every item
of the quotation (Performed in SAP CRM and ECC).
Pricing
and Value − The next step is to add the price of each product and the value
of each item (Performed in SAP CRM).
Send
a Quotation − Next is to send the quotation to the customer (Performed in
SAP CRM).
Features of Sales Quotation and Order
Management
Creation of sales transactions and post
processing: You can use the Interaction Centre, the SAP CRM Web
Channel, or the CRM WebClient UI for creating sales transactions. You can also
have all of these processed in the CRM WebClient UI as well. Even those
transactions that have errors in them can be tracked down and saved for
processing further.
Trigger for further processing: Whenever
a sales order containing errors is saved, the same gets referred to SAP ERP.
All the logistic processes are carried out thereafter. For example, sales order
delivery will take place there.
Getting used to your business processes: When
you have the transaction processes customized then it will offer you numerous
settings to have the sales transaction adapted according to the business
processes of your company. For example, you can enter in the details for a
special transaction type while you are entering the details of the sales order
in the Interaction Centre and so on.
Sales-specific functions: A
number of different functions can be used in sales transactions. Some of these
include product determination, the credit check, and the availability check.
Besides this, you’ll have access to the special functions when you are dealing
with sales orders and quotations.
Activity Management for Quotation
You
can monitor the status of quotation by creating an activity. You can enter an
activity for a specific time period (Performed in SAP CRM).
The
following actions can be linked with the quotation in the system:
Create Appointment
Before
the validity expires of the quotation, a system can be configured to raise an
action for creating an appointment.
Another
action is that after the quotation has been issued to the customer, an action
is created to take the first feedback from the customer.
After
the end of this validity period of the quotation, you can set an action to
change the status to complete automatically.
Monitoring
You
can also monitor the quotations that are relevant for you according to their
validity
You
can consider a sales order as transaction type and can be configured in to the
CRM system by going through the following path.
Go
to SPRO → IMG → Customer Relationship Management → Transactions → Basic
Settings Define Transaction types
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