Sales Manager

The sales manager manages sales representatives for his area and tracks what they are doing. He helps them close sales and may do limited selling himself. He is also in charge of configuring sales processes.

Main Work Tasks

To See

Configure general rules about sales processing, how values are posted, and which document number series to use.

Set Up General Sales Rules and Values

Enter information about new customers to define how to handle sales processes with each vendor.

Create New Customer Accounts

Enter the different discounts and alternative prices that you grant the customers depending on item, quantities, and/or date.

Record Sales Price, Discount, and Payment Agreements

Enter different forecast figures, such as sales budgets, production demand for sold and produced items, and blanket sales orders, to input to high-level sales and production planning.

Establish Sales Forecasts

Set up sales analysis views, analyze data by using dimensions, and update analysis views.

Analyze Data

Create new analysis reports for sales, purchases, and inventory and set up analysis templates.

Print Reports for Data Analysis

To See

Record a customer request in a sales quote and send it to the customer for acceptance.

Process Enquiry and Quote

Create sales orders for items or services as requested by customers.

Process Sales

Investigate return reasons and manage order documents involved in receiving returned items from customers.

Manage Sales Returns

Prepare an overall plan that reflects predicted purchasing, transfer, and production to be finished with material requirements planning.

Perform Master Planning

Create sales invoices, post receipts, and apply receipts to invoices.

Collect Payment for Products and Services

Manage inventory and manufacturing costs, report costs, and reconcile costs with the general ledger.

Account for Costs

Close an accounting period, register prior-year entries, and transfer balances from the income statement account to the balance sheet.

Close Years and Periods

See Also

Concepts

Roles

Other Resources

Business Process Walkthroughs
Working with Microsoft Dynamics NAV