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Sale Management

Introduction to the Sales Module

The Sales module facilitates the creation, maintenance and analysis of sales activities within your organization, such as the management of customers, and the sales of goods and services. The module is defined and administered using Sales Business Setup.
Sales transactions pass through a series of stages which are set up in the Sales Types in your system.
In the Item Master you can link customers with the items they buy and record associated information such as unit of purchase, lead time for individual items, contact details and codes for traceability.
You can generate inquiries and reports for effective sales management, for example, analyzing sales invoices, returned goods, and sales orders by item or transaction.
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Sales Management Overview

SunSystems Sales Management provides full sales order management through our Sales module which delivers complete functionality for sales and distribution management integrated with the rest of your SunSystems solution.
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Sun Sales Implementation Flow Chart

This is the list of the main system implementation steps required to successfully implement SunSystems Sales. Depending on your system requirements some of the steps can be omitted.

1. Sales Business Setup (SBS) - Gives you one online function to set up rules and controls for the whole sales activity in your organization. You may need, for example, to set valid accounting periods or rules for credit checking.

2. Sales Types Setup (STS) - Allows you to define different types of sales transactions used in your system. For example, you can define how a sales order is processed, the stages it passes through, and the document formats it uses.
2.a. Defining Stages for the Sales Type - From the Action menu within Sales Types Setup, select Sales Stage.
2.b. Defining Values for the Sales Type - From the Action menu within Sales Types Setup, select Sales Value.
2.c. Assigning Sales Presets to the Sales Type - From the Action menu within Sales Types Setup, select Sales Order Assign Preset.
3. Sales Order Presets (SOPS) - are used to predefine some or all of the entries in a Sales Type for sales orders. They are intended to speed up the entry of a sales transaction, particularly where the data entered is frequently repeated. It also allows you to automate data entry, and so improve accuracy.
4. Transaction References Setup (TRS) - Each type of transaction, for example, a purchase order or a movement order, needs a unique reference number, which must be set up before the transaction can be processed. You can define the layout and content of transaction references depending on your requirements.
5. Ledger Interface (LIS) - is used to configure the journal transfer from SunSystems Order Fulfilment to SunSystems Financials. Different types of journal can be generated by Order Fulfilment and posted into Financials to reflect different Order Fulfillment transactions and processing stages.
6. Ledger Interface Account Recognition Codes (LIARC) - you to refer to an account code that has been entered elsewhere in a SunSystems module. These codes can be used on SunSystems Order Fulfilment transactions and in the Ledger Interface (LIS) to refer to the particular account.
7. Reason Codes Setup (RCS) - Reasons Codes are used throughout SunSystems to provide explanations. For example, why a Location is shown as locked, or why an order has been cancelled.
8. Unit of Measure Labels Setup (UOM) - Units of Measure are units that are applied to items in order to quantify them. Units of Measure Labels describe these units. For example, bottles, cans, crates or pallets.
9. Formula Designer (FUD) - is a SunSystems Order Fulfilment application which allows you to create and maintain formulae referenced by value labels associated with order transaction lines.
10. Inspection Codes Setup (INC) - Inspection Codes are a means of attaching a set of simple inspection instructions to an item, which need to be completed at the goods receipt stage of the purchasing process. For example, if the item is clothing, an inspector may wish to check for finishes on seams and buttons
11. Value Labels Setup (VLS) - Value Labels are used to handle amounts in Order Fulfilment, such as quantities and prices, that need to be entered or calculated, stored and reported. They are used for calculations, reporting, approvals, Price Books and Landed Costs.

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Sales Type Setup (STS)

Sales Types allow you to define the different types of sales transactions used in your system. For example, you can define how a sales order is processed, the stages it passes through, and the document formats it uses. See What are the Stages in the Sales Process? for more information about these stages.
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Note: You must define Sales Types for your Business Unit before you can enter sales transactions.
Examples of different Sales Types are:

A company selling high value items such as large engineering components may need a Sales Type which includes all of the stages.
A company selling lower value items with a quick turnover, such as books, may only need the order and invoice stages.
A business producing specialist items to order may need to create the order and the invoice first, followed by the dispatch note.