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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.
Reserve and Pick Items in Shipment

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

Reserve and Pick Items in Shipment

If you did not perform the reservation in your customer order previously, then you have to reserve it from the shipment lines. If it has been done, go to the third step to pick your items.

Follow the two next steps to reserve your sales parts:

On the page Shipment, on the tab Shipment Lines, select your line(s) and click Manual Reservations.

A new page appears, Manual Reservations for Shipment Line.
On the page Manual Reservations for Shipment Line:
1. Select your line(s), click the three dots and click Reserve.
2. Then go back to your Shipment page.

Follow the next steps to pick your sales parts:

Click Operations > Create Pick List. It can be done automatically if the shipment type used is configured to by-pass it after Reservation, refer to the field Shipment Type in Creating a Shipment.

This action takes a few seconds. If the action does not seem to occur, refresh the page.
Click Operations > Report Picking. It can be done automatically if the Shipment Type used is configured to by-pass it after Reservation.

You have reserved and picked your items, now you need to create handling units to split your items inside and send them, perform Creating Handling Units for your Shipment.