Sales Cycle

End-to-end sales process from customer creation through quotation, order, delivery, and invoicing.

sales-cycle · Sales

Step 1: customers

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Expected action

Open customers and select or create a customer

Expected result

Customer master ready for quotation

What happens inside ERP

Customer master record is created/updated in ERP

Operational hint

Review the linked lesson screen — do not post to live data during training.

Next step Lesson Video

Read-only training — no transactions are sent to ERP.

← Guided ERP simulations