FAQ (Marketing)

• Can we link S.O to P.O cycle? 
• Can we reserve stock for a S.O? 
• Can we have sales procedure based on forecasting? 
• Does sales procedure based on sales orders? 
• Generating proforma invoice for exports based on sales order. Final invoice affecting the accounts to be generated later. Is this mapping possible, as discussed with Marketing department.? 
• Is there facility to generate only FOC invoice without billable item? 
• Can we maintain a history of sales price list? 
• Can export documentation be handled ? (capturing all relevant data - B/L, mode of transport, statutory details etc)? 
• Can we define multiple delivery schedules against a open sales order? 
• Can we defined customers item code against our item code in the master? 
• Can we define Promo packs? 
• Can we unbundle promo packs which are lying in stock? 
• Can we map delivery order according to our business requirement ? This document will be apart from invoice & proforma invoice 
• Is there any confirmation that all marketing reports as given in the presales study will be delivered? 
• Can we attach list of customers to a product?(Only those will pop up for sales of a particular item) 
• How do we assign or assess a rating to customer? 
• Can we have reserve stock against a particular Sales Order? 
• If a Product is found to be defective, can we track and recall all items produced from a particular batch? 
• Can we forcefully close a Sales Order? 
• An sales order may have 5 items ; 2 items with 5 & discount, next 2 items with 10 % discount & last item without discount. Can we have line level discount code ? 
• Is there link Proforma invoice to final invoice? 
• Can we make single invoice to multiple Dispatches? 
• Can we make single dispatch to multiple invoices? 

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MARKETING

Can we link S.O to P.O cycle? 
Answer. Yes.
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Can we reserve stock for a S.O? 
Answer. Yes, system automatically reserves stock when a delivery advice is generated by showing availibilty of free stock ( sytem stock less pending DA).
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Can we have sales procedure based on forecasting? 
Answer. Yes.
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Does sales procedure based on sales orders? 
Answer. Yes.
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Generating proforma invoice for exports based on sales order. Final invoice affecting the accounts to be generated later. Is this mapping possible, as discussed with Marketing department.? 
Answer. Yes. Proforma Invoice is a type of quotation. Sales order will be based on Proforma Invoice.
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Is there facility to generate only FOC invoice without billable item? 
Answer. Yes.
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Can we maintain a history of sales price list? 
Answer. Yes.
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Can export documentation be handled ? (capturing all relevant data - B/L, mode of transport, statutory details etc)? 
Answer. Yes.
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Can we define multiple delivery schedules against a open sales order? 
Answer. Yes.
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Can we defined customers item code against our item code in the master? 
Answer. Yes.
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Can we define Promo packs? 
Answer. Yes.
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Can we unbundle promo packs which are lying in stock? 
Answer. Yes.
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Can we map delivery order according to our business requirement ? This document will be apart from invoice & proforma invoice 
Answer. Yes.
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Is there any confirmation that all marketing reports as given in the presales study will be delivered? 
Answer. Yes.
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Can we attach list of customers to a product?(Only those will pop up for sales of a particular item)? 
Answer. Yes.
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How do we assign or assess a rating to customer? 
Answer. Can be classified on the basis of Customer Type, Busines Type, Customer Classification.
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Can we have reserve stock against a particular Sales Order? 
Answer. Yes, system automatically reserves stock when a delivery advice is generated by showing availibilty of free stock ( sytem stock less pending DA)
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If a Product is found to be defective, can we track and recall all items produced from a particular batch? 
Answer. Yes.
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Can we forcefully close a Sales Order? 
Answer.Yes. As long as despatch has not happened. If partial despatch has been done, then Sales Order can be closed only for pending items.
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An sales order may have 5 items ; 2 items with 5 & discount, next 2 items with 10 % discount & last item without discount. Can we have line level discount code ?
Answer. Yes.
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Is there link Proforma invoice to final invoice?
Answer. Yes. The link is established through: Proforma Invoice>Sales Order>Dispatch>Sales Invoice.
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Can we make single invoice to multiple Dispatches?
Answer. Yes. Can be made available through customization, though not recommended since the online nature of accounts for profitability gets affected. Since while customer despatches might have happened and so consumption is booked but sales has not got reflected.
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Can we make single dispatch to multiple invoices?
Answer. No. Not recommended by Best Practices.
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