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Using Customer Service / Order Entry - Coggle Diagram
Using Customer Service / Order Entry
Lesson 1: Process Overview
Process
Quote to Cash
• Lead to Order
• Procure to Pay
• Plan to Inventory
• Demand to Build
• Inspect to Correct
• Service to Cash
• Service Contract to Cash
• Project to Profit
• Hire to Retire
• Financial Plan to Report
• Multi-Site Operations and Finance
Lesson 2: Customers
• Why create customer records
• Setting up multiple shipping locations
• Adding information on the Customers form
• Additional customer information overview
• Setting up a customer document profile
• Recording customer communications
• Creating a customer contract
• Setting up customer contract prices
Lesson 3: Sales Order to Shipping
Lesson 5: Customer Order Document Lifecycle, Customer 360 and Customer Service Home forms
Lesson 4: Shipping to Invoice
