SALES CONTROL - VERSION P10

Objective

Target Audience

Pre-requirements

• Basic knowledge on the procedures of the Sales Control Department.

Topics addressed

• How to Parameterize the Invoicing Module: User checks through Setup Module an example of the Parameter used in the movement of the Sales Control, highlighting its importance in the day-to-day of the sector.
• Use the Tables linked to the module: In the Setup Module, an example shall be presented to the user with the use of this information on Sales Control Movement.
• Records to be addressed during the course:
  •     Currencies;
  •     Types of Inputs and Outputs - TES;
  •     TES Smart;
  •     Nature;
  •     Carriers;
  •     Terms of Payment;
  •     Banks;
  •     Sales staff;
  •     Units of Measure;
  •     Products;
  •     Complementary Products;
  •     Clients;
  •     Products versus Clients;
  •     Product Classifications;
  •     Price Update;
  •     M-Messenger (purpose verification only).
• Sales Scenarios:
  •     Price lists;
  •     Discount rules;
  •     Bonus Rules;
  •     Trading Rules;
  •     Financial/Bonus Rules
  •     Category versus Products;
  •     Category versus Group;
  •     Restriction – visits;
  •     Group of Clients;
  •     Structures/Clients;
  •     Sales Forecasts;
  •     Sales Goals;
  •     Competitors;
  •     Sales Processes;
  •     Partners;
  •     Events and Visit;
  •     Positions of Contacts
  •     Contacts;
  •     Prospects;
  •     Groups/Representatives;
  •     Structures/Clients;
  •     Information Banks.
• CRM – Sales Administration;
  •     Opportunities;
  •     Annotations;
  •     Representatives;
  •     Financial Expenses.
  •     CRM – Agreement:
  •     Partnership.
• Quotations:
  •     Setup of Parameters (specific for the option);
  •     Quotation Suggestion;
  •     Sales Quotations;
  •     Issuing of Sales Quotations;
  •     Sales Approvals.
• Reservations;
  •     Control of Reservations;
  •     Sales Orders:
  •     Inclusion/Exclusion of Sales Orders of the “Normal” type;
  •     Sales Orders with “Product Grid”;
  •     Sales Orders for the generation of “Service Invoices – ISS”;
  •     Sales Orders for generation of "Export Invoices";
  •     Sales Orders for generation of “Joint ICMS Invoices”;
  •     Sales Orders for "Free Tax Zone";
  •     Sales Orders with "reduction in ICMS Calculation Base;
  •     Sales Orders for "Consumer Sales;
  •     Sales Orders with "Contribution of Rural Social Security - CSSR";
  •     Sales Orders for "Processing Shipments – Products in Possession of Third parties;
  •     Sales Orders for "Return of Merchandise";
  •     Sales Orders for "Price Complements";
  •     Sales Orders for "Tax Complements (ICMS / IPI)";
  •     Sales Orders via "Bar Code" (for knowledge of routine purpose only. No Statement).
• Commissions:
  •     Maintenance of Commissions;
  •     Update the Payment of Commissions.
• Queries:
  •     Financial Position of Clients;
  •     Product queries;
• Key reports on the Registers, Transactions and Queries.

Course Load