Sales Manager
The sales manager manages sales representatives for his area and tracks what they are doing. He helps them close sales and may do limited selling himself. He is also in charge of configuring sales processes.
Main Work Tasks
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Configure general rules about sales processing, how values are posted, and which document number series to use. |
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Enter information about new customers to define how to handle sales processes with each vendor. |
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Enter the different discounts and alternative prices that you grant the customers depending on item, quantities, and/or date. |
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Enter different forecast figures, such as sales budgets, production demand for sold and produced items, and blanket sales orders, to input to high-level sales and production planning. |
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Set up sales analysis views, analyze data by using dimensions, and update analysis views. |
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Create new analysis reports for sales, purchases, and inventory and set up analysis templates. |
Related Tasks
| To | See |
|---|---|
Record a customer request in a sales quote and send it to the customer for acceptance. |
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Create sales orders for items or services as requested by customers. |
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Investigate return reasons and manage order documents involved in receiving returned items from customers. |
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Prepare an overall plan that reflects predicted purchasing, transfer, and production to be finished with material requirements planning. |
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Create sales invoices, post receipts, and apply receipts to invoices. |
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Manage inventory and manufacturing costs, report costs, and reconcile costs with the general ledger. |
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Close an accounting period, register prior-year entries, and transfer balances from the income statement account to the balance sheet. |
See Also
Concepts
Other Resources
Business Process Walkthroughs
Working with Microsoft Dynamics NAV