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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.
Sales Quotation
The sales quotation is the first step to create external documents and send an offer to a customer.

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.
  - Creating a Sales Quotation
    Create a sales quotation and fill the starting information.
  - Printing a Sales Quotation
    You need to print your sales quotation to send the offer to your customer to get his validation.
  - Changing a Sales Quotation into a Customer Order
    If the sales quotation has been accepted by the customer, you need to change it into a customer order.
  - Copying a Sales Quotation
    You want to create a sales quotation similar to another, because of their sales part or customer, you can copy this quotation and change some information.
  - Canceling a Sales Quotation
    You need to cancel your sales quotation if your customer rejected your sales quotation.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- 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

Sales Quotation

The sales quotation is the first step to create external documents and send an offer to a customer.

Tip:

At any time during the Sales Quotation process you can review the list of actions performed on the document.

In the header, click Quotation History.

A pane appears and you can see:

User account that made the action.
Action type.
Status of the sales quotation.
Date and time.