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M3 Sales Management User Guide
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About this Guide
Sales Management
Assigning a Sales Price to a Customer Order Line
Connect FAM Function to an Order Type
Entering Customer Order: Quick Entry
Equipment Quotation Management
Enabling Sales
Assortment
Assortment Check
Basic Data for Customer Orders
Basic Settings for Customer Order Processing
Build Equipment using Attribute Management
Business Chain
Buying Patterns per Customer
Cash Customer Process
Connect a Delivery Window to a Season
Connect a Season to an Item Number
Connect Non-Activity Period per Customer
Contacting the Customer via Contact Plan
Contact Planning
Complete Customer Data
Completing Customer Data
Create Active Contact Plan
Create a Season
Credit Limit at Grouped Customer Level
Customer Local Exceptions
Define Contact Information per Customer
Define Contact Plan – Basic Information
Define General Settings for Customer Order Entry
Define How Season and Delivery Windows Are Defaulted During Customer Order Entry
Define How Routes Are Defaulted During Customer Order Entry
Define How the First and Last Delivery Dates Are Defaulted During Customer Order Entry
Define Settings for Automatic Rescheduling of Linked Customer Orders
Define User-Specific Settings for Customer Order Entry
Defining General Settings for Customer Order Entry
Documents - Customer Order
Document Group
Enter Assortment per Customer
Enter Assortment per Item
Enter Business Chain
Enter Buying Pattern per Customer
Enter Customer in Business Chain
Enter Customer/Item Agreement and Reasonability Table
Enter Preliminary Customer
Define Bank Account for a Customer
Define Customer Addresses
Define Item Related Data for a Customer
Enter Standing Customer Order
Enter Standing Customer Order Lines
Managing Contact Plan Exceptions
Managing Formatting Rules
Parameters for Service Level Evaluation
Payer - Customer Order
Reason Categories
Rounding Off
Season Handling
Standing Customer Order
Storing Contact Person Information
Pricing and Conditions
Advance Frequency - Bonus/Commission
Advance Percentage - Bonus/Commission
Blanket Agreement
Bonus/Commission Agreement
Calculating Advances - Bonus/Commission
Campaign
Cost Price - Customer Order
Costing Model - Sales Price
Costing Models for Sales Prices
Create Advance - Bonus/Commission
Create a Price List Table
Create Price List
Customer Blanket Agreement Document
Define Customer Charges
Defining and Maintaining Promotions
Defining Sales Price Report
Discount in Kind
Discount Model - Customer Order
Display Sales Price List Report
Dynamic Advance - Bonus/Commission
Enter Blanket Agreement - Customer
Enter Customer Table for B/C
Enter Discount Model
Specifying Discount Number
Enter Item Table for B/C
Export Data from Sales Price List Report to PC File
External Pricing Information
Fixed Advance - Bonus/Commission
Generating Value
Manage Preliminary Price List
Manage Pricing Groups
Managing Bonus and Commission
Managing Promotions
Paying Amount
Percentage - Bonus/Commission
Price Guidance
Price List
Print Sales Price List Report
Recipient - Bonus/Commission
Report Final Fixed Costs and Deactivate a Promotion
Report Processing for Sales Prices
Reservations for Bonus/Commission
Sales Price Administration
Sales Price on Style Color Administration
Scales for Sales Prices
Settle Bonus/Commission Agreement
Simulate Sales Prices
Supplier Rebate on Sales
Sales Promotion
Sales Agreement
Claimable Status Indicator
Rebate Calculation
Rebate Scale
Retrospective Changes
Retrospective Agreements
End and Follow-up
One-time Agreement
Supplier Rebates for Kit Items
Customer Order Processing
Using Promotion Supplier Rebates
Using Supplier Rebates on Sales Agreements
Using One-time Supplier Rebates
Multiple Unit Coordination Environment
Credit Customer Orders
Supplier Rebates at Customer Order Invoice
Maintenance Customer Order Processing
Using Supplier Rebate on Sales Agreements
Supplier Rebates at Maintenance Customer Invoice
Return of Material with Supplier Rebates
Update Bonus/Commission Agreement
Update Sales Prices
Validity Dates on Price List Lines
Before you start
Price list update
Basic sales price list in (OIS021)
Update of a linked price list
Special scenarios with linked price list
Example 1
Example 2
Customer Order Processing
Account Specification
Approve Customer Order Delivery for Invoicing
Approving Preliminary Customer Order
Automatic Closing and Rejected Orders
Batch Order
Batch Order Entry
Checks - Customer Order Entry
Checks - Order Line Entry
Configure Credit Card Management Interface
Confirm the Customer Order with the Customer
Connect a New Delivery and/or Invoice Address to the Customer Order During Order Entry
Connect a New Delivery and/or Invoice Address to an Existing Customer Order
Connect Customer Order Charges to a Customer Order During Order Entry
Connect Customer Order Charges to an Existing Customer Order
Connect Order Line Charge to a Customer Order During Order Line Entry
Contribution Margin Ratio Check
Copy Customer Order Line
Copy Customer Order or Quotation
Copy Sales Prices for Price Guidance
Correct and Complete Rejected Temporary Customer Order
Correcting Invoices in Sales Management
Create Credit Note - Customer Returns
Creating a Season Handled Customer Order
Creation of Externally Entered Customer Orders
Credit Card Management in Customer Order Entry
Credit Check for Customer Order
Customer Order Category
Customer Order Document
Customer Order Entry Message Overview
Customer Order Flow
Customer Order Flow for Country Version Brazil
Customer Order Processing
Customer Order Returns by Package
Customer Order Types
Customer Order Type
Customer Returns
Debit Frequency
Default Requested Delivery Time in Customer Order Entry
Define Customer Order Entry Message
Defining Settings for Component Exchange with Customer in Core Management Process
Delivery Order
Delivery Reporting - Customer Order
Display and Change Delivery Addresses on Customer Order Header
Duplicate Check - Customer Order Entry
Enter or Change an Order Line Charge to an Existing Customer Order
Enter a Customer Order Using Several Panels in the Order Header
Enter a Customer Order - Quick Entry Using No Panels in the Order Header
Enter Comment in Customer Order Header
Enter Comment in Customer Order Line
Enter Customer Order Type
Enter Customer Order Using Quick Entry
Enter Goods Receipt - Advised Customer Returns
Enter Quotation Information
Entering a Customer Order: Normal Order Entry
Entering Customer Order From Standing Customer Order
Entering Customer Order Line
Entering Customer Order: Quick Entry
Entering Externally Entered Customer Order using M3 e-business or EDI
Equipment Information on the Customer Order
Filing Customer Orders
Generate Customer Order from Standing Customer Order
Internal Approval of Customer Order Delivery for Invoicing
Joint Delivery for Customer Order
Line Suffix
Line Type
M3 Fashion Matrix Plug-ins for Customer Order
Manage Credit Card Payments in Customer Order Entry
Manage Credit Card Payments with a Third-Party Provider in Cash Desk
Manage Credit Card Payments with CenPOS in Cash Desk
Manage Credit Card Payments with CenPOS in Customer Order Entry
Manage Customer Order Entry Message
Manage User-defined Fields at Customer Order Entry
Manage User-defined Fields at Customer Order Line Entry
Manage Location Based Catch Weight
Managing sales price U/M for items with location based catch weight
Customer order processing
Entry of catch weight at customer order entry
Managing Core Return from Customer
Managing Payment Proposals for Customer Orders
Summary
Workflow for payment documents
Workflow for advance payment documents (only if advance invoice setting is 3 = Prepayment calculated)
Configuration
Managing Prepayments of Deposits in the Customer Order Process
Manual Allocation - Customer Order Line
Mass Change Aggregated Customer Order Lines
Mass Change Order Lines
Mixed Order
Net Price Calculation Method
Next Manual Function
Payment Term on Customer Order Line
Planned Split of Customer Order Line
Price Guidance in the Customer Order Process
Price Guidance Override History
Print Customer Order Confirmation on Paper or Send Electronically
Print Price Labels for External Prices
Propose Facility on Customer Order
Quotation Management
Reasonability Check at Customer Order Line Entry
Register Customer Return
Report Inspection Results - Customer Returns
Reschedule Customer Order Lines
Return Status - Customer Return
Salesperson on Order Line Level
Sales Quotation - Customer Order
Select Several Items at the Same Time to Speed Up Order Line Entry
Selling Spare Parts Included in or Priced by a Maintenance Agreement
Selling a Remanufactured Component and Processing the Customer Return
Selling Equipment Covered by Warranty
Selling Spare Parts Covered by Warranty
Specify Parameters for Customer Returns
Status - Customer Order
Status - Customer Order Line
Time Zone Management in Customer Order Processing
Tracking Customer Orders
Work with Delivery Addresses on Order Line
Processing CO Acquisition Variants
Extended Catalog Item
Customer Order Invoicing and Financial Transactions
Advance Invoice
Advance Invoicing Methods
Create Advance Invoice Proposal Manually
Create Corrective Invoice in Sales Management
Customer Order Invoice - Cancel Transfer to FIM
Customer Order Invoice - Cancel Transfer to FIM and Remove Account Entries
Customer Order Summary Invoice
Defer Invoicing until Customer Order is Fully Delivered
Different Voucher Number Series for Different Types of Invoices
Immediate Invoicing - Customer Order
Invoice Customer Order Manually
Invoice Post-processing
Invoicing and Financial Transactions Overview
Invoicing Customer Orders
Managing Advance Invoice
Mirror Accounting
Post-process Invoices
Print Advance Invoice in Batch
Print Invoice Copy
Restart Invoicing
Settings - Invoicing
Update EU Sales
Update Sales Account Entries
Customer Order Sourcing
Availability Check - Customer Order Line
Buy-to-Order
Create a Purchase Order during Customer Order Entry
Creating a Purchase Order in the Customer Order Flow
Define an Extended Catalog Item
Define Settings for the Buy-to-Order Process
Item Replacement
Trade-in Customer Order with Automatic Purchase Order Entry
Customer Delivery Schedules
Activate a Delivery Schedule
Check a Delivery Schedule for Deviations
Create Delivery Schedule Demands Manually
Create a Delivery Schedule Header Manually
Create Delivery Schedule Item Lines Manually
Create a Net Schedule
Create Partner ID and Connect Partner Alias IDs
Create Partner and Partner Alias Repositories
Create Partner Type and Partner Alias Type
Creating a Delivery Schedule Automatically
Creating a Delivery Schedule Manually
Define Customer and Customer Alias Deviations
Define Default Sales Facility and Warehouse
Define Delivery Schedule Type
Define Deviation Management
Define Partner Settings
Define Split Management
Delivery Schedule Activation
Delivery Schedule Deviation Check
Delivery Schedule Net Schedule Creation
Delivery Schedule Validation
Enabling Cumulative Reconciliation
Enabling Customer Delivery Schedules
Enabling Date Calculation
Enabling Date Calculation with Route Management Allowed
Enabling Date Calculation without Route Management Allowed
Enabling Partner Agreement
Managing Customer Delivery Schedules
Processing a Delivery Schedule
Reconciliation of Delivery Schedule Demands
Validate a Delivery Schedule
Point of Sales
Correct Errors that Occur during Sales Ticket Validation
Create a New Shop
Creating a New Assortment in M3
Creating a New Shop in M3
Define Customer Cards for a Customer Used in POS
Define Settings for General Ledger Update in M3
Define Settings for Stock Update in M3
Define Basic Settings for Enabling POS Integration with M3
Defining Settings for Enabling POS Integration with M3
Discount Promotion in POS
Download Changed or New Customer Information from M3 to an External POS System
Download Changed or New Item Information from M3 to an External POS System
Download Customer Information from M3 to an External POS System
Download Item Information from M3 to an External POS System
Download Item Information from M3 via (MMS001) to an External POS System
Download Promotion Information from M3 to an External POS System
Download Sales Price List Information from M3 to an External POS System
Download Customer Card Information to be Used in POS
Download System Table Information from M3 to an External POS System
Download User Information from M3 to an External POS System
File Financial Information about Sales Tickets
File Sales Ticket Entries
Integration of a Point of Sale System with M3
Manage the Payment Provider Ledger
Update the Payment Provider Ledger with Credit Card Payments from POS
Confirm Transactions in the Payment Provider Ledger
Transfer Payment Provider Ledger Entries to FIM
Managing Advance Payment for a Reserved Item
Managing Cash Sales of Gift Certificates
Managing Cash Sales of Items in a Point of Sale System Integrated to M3
Managing Cash Sales of Items When Paying with Gift Certificates
Managing Credit Note Refund
Managing Credit Sales of Items and Immediate Invoicing to Print Invoice in Shop
Managing Credit Sales of Items and Invoicing with Split Due Dates
Managing Credit Sales of Items with Periodic Invoicing
Managing Integration of an External Point of Sale System with M3
Manage Payment of a Specific Invoice or Payment Document
Managing Payment to Customer's Account
Managing Returns of Items
Managing Sales of Items in the Buy-to-Order Flow Using Advance Payment
Managing Telesales of Items and Payment in Shop
Print Checks in Cash Desk
Sales Tickets
Select Shelf Labels to Print in Point of Sales
Transfer Sales Tickets from OXSALE to OPSALE and Validate
Update M3 General Ledger with Sales Ticket Information
Update M3 Sales Statistics with Sales Ticket Information
Update M3 Stock with Sales Ticket Information
Uploading Sales Ticket Information to M3
Cash Desk
Configure a Cash Desk for Registering Cash Payments
Display and Restart Interrupted Payment Transactions
Handling Cash Payments of Invoices
Handling Petty Cash in Cash Desk
Move Cash between Cash Desks in Cash Desk
Print Checks in Cash Desk
Print Selected Cash Invoices
Print Selected Cash Payments
Reclassify an Invoice for Cash Payments
Reconcile and Validate Cash Desks
Register and Validate Cash Payments for Invoices
Search and Display Cash Invoices
Search and Display Cash Payments
Select Original Payment Method in Cash Desk
Update the Payment Provider Ledger with Credit Card Payments from Cash Desk
Sales Statistics
Accumulator Field
Adjust Budget Values
Basic Data for Sales Budget and Statistics
Calculate Budget Distribution Percentages
Calculating Sales Forecasts
Combine and Copy Data between Datasets
Copy Demand in Dataset
Create Distribution Template
Create Sales Budget Version
Create Sales Forecast
Create Simulated Forecast Method for Sales Statistics
Dataset
Datasets
Demand Type - Sales Statistics
Display Budget and Statistics
Distribute Budget Values
Enter Budget Distribution Percentages
Enter Budget Values
Export Data from Dataset to a File
Forecast Formula - Sales Statistics
Forecast Method - Sales Statistics
Forecast Simulation - Sales Statistics
Import and Export for M3 Dataset Definitions
Import Data from PC file to Dataset
Order Entry Statistics
Preparing Spreadsheet for Export to Dataset
Print Budget and Statistics
Re-create Detailed Order Entry Statistics
Re-create Detailed Sales Statistics
Re-create Order Entry Statistics in Datasets
Re-create Sales Statistics in Datasets
Report Processing
Sales Budgeting
Sales Budget. Transfer to FIM
Sales Budgets and Statistics
Sales Forecasting
Sales Statistics
Sales Statistics - Customer Order
Transaction Type - Statistics
Transfer Sales Budget to Item Forecast
Update Sales Statistics
Trade Agreements
Trade Agreements - Introduction
Trade Agreements - Overview
Cross-Division Trade Agreements
Defining Trade Agreements - Basic Information
Defining Trade Agreements
Activating Trade Agreements
Recipients
Reservation Rates
Trade Agreement Model
Manage Accruals
Advances and Periodic Settlements
Annual and Final Settlement
Periodic Accrual Proposals
Monitor Trade Agreements
Trade Agreements - Generating Value across Recipients
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