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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Customer Order
You need to create a customer order: this process enables to group information and actions about your sales with your customer.
Delivering a Customer Order with Shipment Details
Perform this process if you want to deliver with specific shipment details like handling units (boxes, pallets, etc.), weight per handling unit, etc.
Assigning Items to Handling Units
Once you have created the handling units, you need to attach the parts that you added in your shipment, to one or different handling units.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
  - Creating a Customer Order
    You can directly create a customer order if your customer did not need a sales quotation.
  - Changing Customer Order Status
    If your customer order is in status Planned and you validated it within the company, you need to change it to Released status.
  - Printing Customer Order Confirmation
    You can print an order confirmation for your customer.
  - Reserving an Order
    Reserving an order allows to block a sales part to avoid any movement, until someone pick the part in the stock and deliver it.
  - Delivering a Customer Order
    Perform this process if you do not need to deliver the customer order with shipment details such as handling unit (boxes, pallets etc.), weight per handling unit, etc. If you want to add those details perform: topics/t-ShipmentDetailedTrack.html.
  - Delivering a Customer Order with Shipment Details
    Perform this process if you want to deliver with specific shipment details like handling units (boxes, pallets, etc.), weight per handling unit, etc.
    - Creating a Shipment
    - Connecting Customer Order Lines to the Shipment
      Specify which lines of the customer order(s) need to be connected to a shipment.
    - Reserve and Pick Items in Shipment
    - Creating Handling Units for your Shipment
      Define how many boxes, pallets, handling units, you need to use for the delivery.
    - Assigning Items to Handling Units
      Once you have created the handling units, you need to attach the parts that you added in your shipment, to one or different handling units.
    - Changing the Weight and Volume of Handling Units
      To complete your shipment, you can assign a weight and volume to each handling unit. The total weight and volume of the shipment will be calculated automatically when finalizing the shipment.
    - Undoing a Delivery for Shipment
      In case you realize that a mistake have been done in your shipment, you can undo it.
    - Adding a Tracking Number for a Shipment
      Before the delivery, you can add a tracking number for your shipment.
    - Finalizing the Shipment
      Complete and deliver the shipment.
    - Printing a Delivery Note for a Shipment
      Once the shipment is marked as delivered and closed, you can print a delivery note.
  - Adding an Attachment to a Customer Order
    You can add external documents to the customer order.
  - Creating a Customer Order Template
    If you frequently create customer orders with the same items, you can use a template to automatically fill in a new customer order.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Assigning Items to Handling Units

Once you have created the handling units, you need to attach the parts that you added in your shipment, to one or different handling units.

On your page Shipment Handling Unit Structure, on the left section, click Expand to see your different handling units available.
Click a handling unit to select it.
Click the tab Unattached Shipment Lines. You see all the items of the customer order added in the shipment that are not attached to any handling units yet.
Select the line of the customer order and click Attach Part.
A new pane appears.
If you want to attach all the parts of the order to the handling unit, pay attention that the button Attach Full Qty is selected and click OK.

If you do not want to attach all the parts to a same handling unit:

Deselect Attach Full Qty and select the Quantity to Attach you want to put in the selected handling unit.

If you are doing partial attachment of serialized parts to your handling unit, a new pane, Attach Reservation appears automatically.

You have to choose which serialized part(s) available in the customer order you want to put in the selected handling unit:
1. Select the button Attach to select the part you want to attach to the handling unit.
  
  Note:
  The State change from Not attached to Attached.
2. Click OK.
You can reassign an handling unit to another handling unit as parent. For example, one pallet can contain two boxes. You can:
- Click and drag & drop one handling unit to another.
- Or in the tab Handling Units:
  1. Select your line and click the three dots , click Change Parent Handling Unit ID.
  2. A new pane appears, in the field New Parent Handling Unit ID, choose the number of the new parent.
  3. Click OK.
Perform the same process for all the handling units created.
If you need to change the weight and volume of the handling units before finalizing the shipment, perform Changing the Weight and Volume of Handling Units.

You need to complete and finalize your shipment, perform Finalizing the Shipment.