The order-to-cash process starts with the sales order. The sales order is made up from the appropriate building blocks, namely, the customer, the item, the shipping item, and potentially the tax.
The sales rep goes to the Create New Toolbar and selects Sales Order. The sales rep then selects the customer and the items that will be purchased in the appropriate quantities. The system will integrate the information on the item and customer records to calculate a price per item for the order. So, for instance, if the customer is set to the price level of wholesale price, the wholesale price will default in each of the items that I ordered:
Entering a new Sales Order
The user will then go to the Shipping tab and select the preferred ...
