Sales
Sales operations and commercial transactions — quotes, orders, returns, fulfillment commitments, and commercial policies.
| Name | Description |
|---|---|
| Sales activities | A call, meeting, visit, task, or email logged against a sales deal. |
| Framework agreement line items | A line of a framework agreement with the target quantity and unit price agreed for one catalog item. |
| Framework agreements | Standing commercial agreement with one customer in one company and currency, tied to a sales price list and validity dates. |
| Sales campaigns | A marketing or sales initiative used to attract prospects, attribute commercial activity, and measure results. |
| Sales deals | A sales opportunity with a customer, tracked through the stages of a sales pipeline by value, probability, and time in stage. |
| Sales deal stakeholders | A person on the deal team or on the customer side who has a role in a sales deal. |
| Default sales payment options | Currency and payment method that a sales commercial unit or site offers by default. |
| Default sales payment terms | Default setting of the payment term that a sales commercial unit or site proposes on quotes and orders when the customer has none. |
| Sales document defaults | Default header values for new sales quotes and orders of one commercial unit or site, such as validity days, delivery, and incoterm. |
| Sales inquiries | An unqualified commercial inquiry from a website, portal, email, API, or other channel, received before it becomes a qualified opportunity. |
| Intercompany fulfillment line items | A line of an intercompany fulfillment, with the sales order line, the quantity handed off, and its progress. |
| Intercompany fulfillments | Handoff of a sales order to another group company to manufacture it or ship it from inventory, with its progress status. |
| Sales order billing milestones | A milestone of a sales order billing plan, with the percent of the line quantity billable once the milestone is reached. |
| Sales order discount allocations | Share of one header discount applied to one sales order line. |
| Sales order header discounts | A discount applied at header level on a sales order and spread across its line items. |
| Sales order line items | A line of a sales order, with the product, quantity, price, and other commercial terms to be fulfilled. |
| Sales order delivery schedules | A planned delivery of a sales order line, with its quantity, destination, and requested date. |
| Sales order line transformations | A commercial transformation requested for one product line of a sales order, with its parameters. |
| Sales order payment options | The payment currency, payment method, and optional treasury account offered on a sales order. |
| Sales return line items | A line of a sales return, with the product and quantity being returned. |
| Sales returns | A return of goods against a sale, with the quantities and the decision for each line. |
| Sales orders | A confirmed commercial document for a sale, with its products, quantities, prices, and terms. |
| Sales order taxes | Base, rate, and amount of one tax on a sales order line. |
| Sales pipelines | A configurable sequence of stages for managing sales opportunities from first qualification to close. |
| Sales pipeline stages | A defined point in a deal's progress within a sales pipeline, with its win probability. |
| Sales price list line items | The selling unit price of one product or service item on a sales price list. |
| Sales price lists | A source of selling prices for one sales context, one currency, and one catalog, with validity dates. |
| Sales quote billing milestones | A milestone of a sales quote billing plan, with the percent of the line quantity billable once the milestone is reached. |
| Sales quote discount allocations | Share of one header discount applied to one sales quote line. |
| Sales quote header discounts | A discount applied at header level on a sales quote and spread across its line items. |
| Sales quote line items | A line of a sales quote, with the catalog item, quantity, price, discount, tax, and totals in the quote currency. |
| Sales quote line transformations | A commercial transformation requested for one product line of a sales quote, with its parameters. |
| Sales quote payment options | The payment currency and optional treasury account offered on a sales quote. |
| Sales quotes | A commercial offer with the products, prices, and terms proposed to a customer. |
| Sales quote taxes | Base, rate, and amount of one tax on a sales quote line. |
| Sales terms and conditions | The text of the terms and conditions for one sales commercial unit or site. |