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1. Create Sales Quote

2. Update Sales Quote

3. Convert to Order

Create Sales Quote

Customer contacts CSR, with a request for a Quote for specific products and quantities for each. CSR records request for Quote, creates a Quote and sends it to the Customer. After getting approval from Customer and before the creation of the Sales order the CSR needs to update the Status of the Created Quote.

Diagrams

Level 1

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A customer can place an order from the storefront or a customer service representative (CSR) can place the order on behalf of a customer from the back end.

Business Purpose

A Sales Order from the customer notifies the business of customer wants. It tells the business who is the customer, what are the products or services ordered, what is the payment term and method, what are the billing and shipping addresses, any special instructions for delivery, order priority etc.

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A customer always provide shipping method details to let the business know about his shipping preference to ship the order and in other ends, CSR always captures shipping method along with special instructions for delivery.

Scenarios

1. Create Order
2. Update Order
3. Order Status 
4. Payment terms and methods

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CSR creates a sales order for the customer from the backend as per the given information like personal details, contact information, billing and shipping information, and payment terms and methods. A customer can create a sales order from the storefront as well. 

Diagrams

Sales Order from Backend

Level 1

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Level 3

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An Order can have the following status:

• Created

• Approved

• Processing

• Sent

• Held

• Rejected

• Completed

• Cancelled

Diagrams 

Manage Order Status

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Various payment methods in OFBiz are:

• Billing Account
• Cash
• Cash on Delivery
• Certified Check
• Company Account
• Company Check
• Credit Card
• Electronic Fund Transfer
• Financial Account
• Gift Card
• Gift Certificate
• Money Order 
  
• Offline Payment
• Paypal
• Personal Check etc.

Payment Terms

Level 1

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Sales Return

Sales Return is merchandise returned back to the seller by a customer. Sales return is a common concept used in sales and purchase terminology. The main purpose of the sales return is to provide easy returns to the customers to maintain long relationships with them.

A sales return can be created for one of the following Reasons:

1. Excess quantity shipped

2. Excess quantity ordered

3. Defective Goods

4. Goods shipped too late

5. Product specifications are incorrect

6. Wrong items shipped

Sales Return types can be: