Service Overview
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    Service Overview

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    Article Summary

    Available in Classic and VPC

    In the Sales service, you can register the company's sales standard information and manage trade information such as sales, inventory, orders, etc.

    To use the Sales service menu, click the [All Services] > [Sales] buttons in order at the top right corner of the PC Web screen.

    Note
    • The Sales service is only provided when the WORKPLACE Basic pricing plan and Finance Services pricing plan are applied at the same time. You can use the Sales service by setting the Sales service to Use in the Admin > Settings > Manage Service Use menu.
    • The Sales service is only displayed to users with Sales admin permissions.
    • The menu displayed differs, depending on the basic settings in the Sales service. Please refer to Settings for more information.

    Sales Admin Scenario

    The use scenario for the Sales admin is as follows.

    1. Register sales standard information and set permissions
    2. Register and manage sales plan
      • Register Sales Plan
      • Search sales plan status and comparison table
      • Guide page for this stage
    3. Manage warehousing/outbound shipment and Inventory
      • Register warehousing and outbound shipments
      • Register inventory movement and review
      • Search current inventory and inventory receipt and payment status
      • Process inventory closings
      • Guide page for this stage
    4. Manage Orders
      • Create quotation and search status
      • Create order form and search status
      • Process order closing
      • Guide page for this stage
    5. Manage Sale
      • Register sale and search status
      • Search specifications of transaction
      • Submit sales history for accounting and search submission history
      • Guide page for this stage
    6. Sales Service Settings
      • Sales service basic settings and approval settings
      • Guide page for this stage

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