Features of Sales Quotation and Order Management in SAP CRM

You can create and process a lot of sales processes through SAP CRM, including those that are related to sales order and sales quotations. Using sales quotations, for example, it is possible to have the business transactions mapped for the company, from the sales point of view.

The sales quotation has the relevance of its own. For example, you can use it to clearly specify the price with which you are going to order a particular product or specify the quantity of the ordered product. These quotations can also be ordered for making the customer request a particular type of service or product at a certain time.

In general, sales transactions have these things to offer to you in SAP CRM:


Features of Sales Quotation and Order Management

You can use the Interaction Center, the SAP CRM Web Channel, or the CRM WebClient UI for creating sales transactions. You can also have all of these processed in the CRM WebClient UI as well. Even those transactions that have errors in them can be tracked down and saved for processing further.

Whenever a sales order containing errors is saved, the same gets referred to SAP ERP. All the logistic processes are carried out thereafter. For example, sales order delivery will take place there.

When you have the transaction processes customized then it will offer you numerous settings to have the sales transaction adapted according to the business processes of your company. For example, you can enter in the details for a special transaction type while you are entering the details of the sales order in the Interaction Center and so on.

A number of different functions can be used in sales transactions. Some of these include product determination, the credit check, and the availability check. Besides this, you’ll have access to the special functions when you are dealing with sales orders and quotations.

Steps involved with quotations and managing orders

Following steps are involved in processing quotations and managing orders in a SAP CRM and ECC system:

PDF Training Materials

  1. Quotation and Order Management in CRM E-Commerce – PDF training material
  2. Tutorial about Field Quotation and Order Management with CRM Mobile Sales