Multi Channel Sales Order Management: Mail Order SAP Best Practices for Retail
Purpose, Benefits, and Key Process Steps Purpose Multi Channel Sales Order Management: Mail Order describes a Business-to-Consumer (B2C) scope item. You sell your goods to your known customer(s) (with master data record). After the down payment from the customer receives, the delivery and transport order with goods issue will be created / done. In addition to sales order processing functions, this scope item also includes the customer billing document and account receivable clearing. Sales Order variants like Rush Order and Third Party Order are also shown in this scope item. Normally the order is created outside SAP ERP, e.g. in SAP CRM. Due to the fact that there is no SAP CRM System connected, the scope item shows the creation of Sales Order in SAP ERP. Additional functions like availability check, cross selling, payment method, price determination, etc. are done during order creation in SAP CRM and are not part of the ERP scope item. Benefits Sales order creation with down payment functionality in SAP ERP is a simple possibility to handle down payments in the mail order business. For different Sales Order handling the variants like rush order and third-party order are also available. Key Process Steps Creation of Sales Order with Down Payment Order Confirmation Posting of Customer Down Payment Sales Order Release Creation of Outbound Delivery / Availability in background Creation of Transport Request and Goods Issue Creation of Customer Billing Document Account Receivable Clearing Alternative: Rush Order Alternative: Third-Party Order 2014 SAP SE or an SAP affiliate company. All rights reserved. 2
Required SAP Applications and Company Roles Required SAP Applications SAP Enhancement Package 7 for SAP ERP 6.0 Company Roles Retail Store Manager Retail Sales Person Retail Warehouse Manager Retail Warehouse Clerk Billing Administrator Accounts Receivable Accountant General Ledger Accountant 2014 SAP SE or an SAP affiliate company. All rights reserved. 3
Retail Warehouse Clerk General Ledger Accountant Billing Administrator Accounts Receivable Accountant Sales Administra tor Process Flow Diagram Sales Order with Down Payment External System, e. g. SAP CRM Sales Order (Mail Order) Credit Limit Availability Sales Order (Mail Order) Print / Send Order Confirmation Release Sales Order Post Customer Down Payment Create and print Customer Billing Document Automatic Clearing of Account Receivable Create Outbound Delivery / Availability check in background Create and confirm Transfer Orderwith Goods Issue 2014 SAP SE or an SAP affiliate company. All rights reserved. 4
Retail Warehouse Clerk Billing Administrator Sales Administrator Process Flow Diagram Alternative Rush Order External System, e. g. SAP CRM Rush Order Credit Limit Availability Rush Order Create Customer Billing Document Create and confirm Transfer Orderwith Goods Issue 2014 SAP SE or an SAP affiliate company. All rights reserved. 5
Retail Warehouse Manager Retail Store Manager Sales Administrator Process Flow Diagram Alternative Third-Party Order External System, e. g. SAP CRM Third-Party Order Credit Limit Availability Third-Party Order Display Purchase Requisition Create and confirm Transfer Orderwith Goods Issue Create Customer Billing Document 2014 SAP SE or an SAP affiliate company. All rights reserved. 6
Multi Channel Sales Order: Alternatives A Sales order is a customer request to the company for the delivery of goods or services at a certain time. The request is received by a sales area, which is then responsible for fulfilling the order. Mail order with down payment : Merchandise will be collected or rather delivered after customer has payed in advance. Rush order: Merchandise will be collected or rather delivered immediately and invoiced afterwards. Third-party order: Merchandise will be delivered directly by the vendor to the customer. The ordering enterprise invoices to the customer 2014 SAP SE or an SAP affiliate company. All rights reserved. 7
2014 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. 2014 SAP SE or an SAP affiliate company. All rights reserved. 8