Capturing your transactional relationships about and with Customers is a requirement for any successful sales organization. Managing your customer and sales process entails master data management, order fulfillment, invoicing, and linking to inventory shipment processes.
In this chapter we will illustrate the following:
The processes mentioned in this chapter are applicable to all versions of Compiere.
In order to make sales you require information about the entity that you are doing business with, and you need to ensure that your processes reflect an efficient and effective way of transacting with your customer.
A scenario within Compiere would be where customers capture their details sales transaction through the Compiere web store. This would be illustrated as follows:
In the above scenario, the customer would capture their own details through the self service web store, and create their own orders.
The most typical scenario would be where the Compiere user captures details about Leads, Business Partners, and starts transacting, as illustrated:
The Sales Cycle requires the following set-up flow: