Sales Cycle

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

sales-cycle · Sales

Step 3: quotations

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Expected action

Convert quotation to sales order

Expected result

Sales order linked to customer

What happens inside ERP

Inventory may be reserved per system rules

Operational hint

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

✓ Checkpoint — confirm understanding before continuing

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

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