10. Sales

The Sales" functionality offered by SocrateCloud covers the necessary business processes required for creating offers for customers, managing sales orders, invoicing and shipping. This functionality is tightly integrated with Material Management and the Customer Relationship Manager.

The Sales Order is the control document used to follow the sales process through stock reservation, generating shipments, invoices and registering customer payments.

The Customer Invoice is the document certifying the sales transaction between the organization and the customer. An invoice can be generated based on a customer order or can be manually entered without having an associated order or shipment.

The Shipment is the document used for product transportation and at the same time certifies unloading the products from the organization's warehouse.

In SocrateCloud a shipment can only be generated or entered based on a sales order.