Start with usable quotation data
Agree customer details, products, units, prices and quotation terms. Clarify who may change prices or approve discounts, and what must be complete before confirmation. Reliable reporting starts with reliable source information.
Keep the delivery handover visible
Depending on installed applications and configuration, a sales order can connect to delivery and stock movements. Review reservation, partial deliveries, unavailable items and responsibility for checking actual quantities. Avoid assuming every step is automatic in every setup.
Agree the invoicing policy
Should invoicing follow ordered or delivered quantities? Who reviews an invoice before validation? Test these configuration and operating decisions with your team, including the references connecting each document to its originating transaction.
Test the complete cycle
Test quotation through invoicing, then delays, partial deliveries, cancellations and returns within the agreed scope. Success means staff can identify the next step, retrieve related records and handle exceptions confidently.
