Home
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
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.
Undoing Picking and Reservation
You can undo the picking and the reservation processes in case you did a mistake and want to change data.

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.
    - Picking the Reserved Sales Parts
      After the reservation step, confirm the reserved quantities as picked.
    - Undoing Picking and Reservation
      You can undo the picking and the reservation processes in case you did a mistake and want to change data.
    - Adding a Tracking Number
      Before the delivery, you can add a tracking number for your order.
    - Doing a Full Delivery
      Deliver all the quantities that are marked as Picked.
    - Doing a Partial Delivery
      Deliver only some sales parts of a customer order.
    - Doing a Full Delivery While Keeping the Customer Order Open
      You can deliver all the parts of a customer order, but keep it open in case other lines are added to the order later on.
    - Printing a Delivery Note for a Deliver Order
      Once your customer order has been delivered in IFS Cloud, you can print a delivery note to send with the physical delivery.
    - Undoing a Customer Order Delivery
      In case you realize that a mistake have been done in your customer order delivery, you can undo it.
  - 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.
  - 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

Undoing Picking and Reservation

You can undo the picking and the reservation processes in case you did a mistake and want to change data.

Your Customer Order status is Picked.

Go to Sales > Shipping > Order Delivery > Delivery Customer Order with Differences.
Select your Customer Order.
Click Undo Reserve and Picking.
A dialog appears, click OK to confirm.
Go back to your Customer Order. The status of your Customer Order lines changes from Picked to Released.