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This article is a proof of concept, intendend to gather feedback :slight_smile:

N_Sales

In CRM software, sales refer to the process of managing and tracking interactions with potential and existing customers, with the ultimate goal of closing deals and generating revenue for the company. This includes managing leads, contacts, and opportunities, as well as tracking sales activities and pipeline progress. The sales module in CRM software also allows for forecasting and reporting on sales performance to help teams make more informed decisions and improve overall efficiency and profitability.

N_Sales N_Sales N_Contact N_Contact N_Sales->N_Contact N_Person N_Person N_Sales->N_Person N_Organization N_Organization N_Sales->N_Organization N_Department N_Department N_Sales->N_Department N_Saleschannel N_Saleschannel N_Sales->N_Saleschannel N_SalesLines N_SalesLines N_SalesLines->N_Sales N_Activity N_Activity N_Activity->N_Sales N_Production N_Production N_Production->N_Sales N_Delivery N_Delivery N_Delivery->N_Sales

Features

Values

N_Description - string

The description of a sales is a free text field that helps to distinguish between different kinds of sales and might summarize what is being sold and to whom.
It is up to the user to choose an appropriate name, and it can be changed/updated without restrictions.

N_TaxInclExcl - enum: taxinclexcl

This property defined whether sales prices are calculated including or excluding tax.

N_Status (Opportunity order) - enum: N_KansOpdracht

Indicates the status of the sales: an opportunity (still in quotation phase) or an order.
…

Functions

N_Is intercompany (fx) - enum: yesno

Two organizations that both have the checkmark “my organization” set can exchange products by creating intercompany purchases and sales. An intercompany sales always has a related intercompany purchase. Intercompany sales are generated based on intercompany purchases.

N_Is invoicing completed (fx) - enum: yesno

This function indicates if all invoices have been sent for this sales.

N_Owner (organization) (fx) - N_Organization

The owner of the sales, typically the seller of the sales order.
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Links to other concepts

N_Customer - N_Contact

The customer of the sales.

N_Department (customer) - N_Department

This feature registers (optionally) the department of the customer.

N_Department (my organization) - N_Department

This is the department of the owner organization, so the selling party.
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Used in processes

Used as input parameter
Used as output parameter

Components

Produced by latest revision
Consumed by latest revision
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@Novi what is an intercompany sales?

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Intercompany sales refer to transactions that occur between two organizations that are part of the same corporate group. These sales typically arise when one subsidiary sells products or services to another subsidiary.

In the context of CRM software, intercompany sales usually involve the following key points:

  • Related Purchases: An intercompany sale is inherently linked to an intercompany purchase. This means when one entity sells to another within the same group, there must also be a corresponding purchase transaction recorded.

  • Checkmark “My Organization”: For an intercompany sale to be valid, both organizations involved in the transaction must have a checkmark indicating that they are part of the same corporate structure.

  • Functionality: The software may have functions that allow organizations to manage these intercompany transactions efficiently, ensuring that purchases and sales are correctly accounted for.

Intercompany sales can streamline processes for companies operating multiple divisions or subsidiaries, allowing for better inventory management, sales tracking, and financial reporting.