Руководство Open ERP (Продажи и закупки)Another translations: into German. | Participants
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Open ERP Book (Sales and Purchasing) | ||
Sales and Purchasing | ||
These two chapters are about selling and purchasing products and services. | ||
Management of Sales | ||
This chapter describes Open ERP’s sales management, following the complete sales order process from quotation to customer order, including the management of deliveries and of invoicing. It doesn’t look at customer relations and pre-sales, which are handled by the CRM (Customer Relationship Management) modules described in an earlier part of the book. | В этой главе описывается управление продажами Оpen ERP, следуя полный порядок процесса продаж от предложения по заказу клиента, в том числе управления поставок и выставления счета. Он не смотрит на отношения с клиентами и предварительной продажи, которые обрабатываются CRM (Customer Relationship Management) модулей, описанных в первой части книги. | |
It also describes the management of carriers, margin control and reporting, and price management and the handling of various types of sales discount campaign. | Она также описывает управление транспортными потоками, контроль маржи и отчетность, управления ценами и обработку различных типов продаж со скидками. | |
For this chapter you should start with a fresh database that includes demonstration data, with sale and its dependencies installed and no particular chart of accounts configured. | Для изучения материала главы используйте новую базу данных, которая включает демонстрационные данные, продажи и их зависимости, и без специфической настройки бухгалтерского плана счетов. | |
Sales Quotations | ||
In Open ERP a quotation and an order are handled by the same underlying object, but in different states. You can consider an order to be a quotation that has evolved because it has been confirmed by the customer. Or, conversely, that a quotation is an order that hasn’t yet been validated or cancelled. All of the orders and quotations in the system can be reached using the menu Sales Management ‣ Orders. | ||
Entering Quotation details | ||
To enter details of a new quotations you can use the menu Sales Management ‣ Orders ‣ New Quotation. Open ERP then opens a new window so that you can enter data into new blank quotation form. | ||
(Pic) Data entry for a new quotation | ||
Some information is automatically completed by the system: | ||
an internal reference for the quotation or order, | ||
the sale point that the order will be delivered from, | ||
the order date. | ||
You can modify any of that information before validating the quotation. The customer reference is shown in the header of the order. This optional field if for the customer’s own reference number – if the customer doesn’t supply one then just leave it empty. | ||
You then enter all the data about the order in the Sale Order tab. Start by entering the customer name, selecting the correct customer from the list of customers in the system. You can create a new customer on the fly at this stage if necessary – press <F1> in the empty Customer field to do that. |
