Customer Order Managementat POS SAP Best Practices for Retail (US) SAP Best Practices Scenario Overview – 1 Purpose This is about B2C (Business-to-Customer) scenario which works within the store using SAP POS and SRS (SAP Retail Store). Here SRS is invoked from SAP POS. SRS creates a sales order in SAP ERP when a customer placed an order and made down payment using SAP POS SRS creates an invoice document when the sales order items are delivered and final payment made using SAP POS. SAP POS sends the final payment to SAP ERP via SAP POSDM which also clears the customer account. Benefits Provides an easy tool for several in-store sales activities Provides direct access to ERP over an intranet To avoid manual performance in the store and mailed to headquarters Improve efficiency, productivity, accuracy and clear visibility Access to central customer and sales order database Key process flows covered Sales Order with Down Payment at SAP POS Order Process Delivery Process of Sales Order and Payment of Invoice at SAP POS Purpose and Benefits: Scenario Overview – 2 Required SAP EHP3 for SAP ERP 6.0 SAP PI 7.1 SAP POS 2.0 POS DM POS Analytics Transnet Server 7.1 Company roles involved in process flows Administrator Retail Promotion Planner Retail Pricing Manager Store personnel Cashier SAP Applications Required: Scenario Overview – 3 Sales Order with Down Payment at SAP POS Creation of a Sale Order with Down Payment Condition and Payment at POS Check of Uploaded Payment Data in SAP POS DM Check of Uploaded Payment Data in SAP ERP Order Process (Optional) Creation of Purchase Order Transfer Posting Posting of Goods Receipt in Store Delivery Process of Sales Order and Payment of Invoice at SAP POS Delivery of Sales Order and Payment at SAP POS Direct Payment at POS (Optional) Check of Uploaded Payment Data in SAP POS DM / SAP ERP Detailed Process Description: Process Flow Diagram Sales Order with Down Payment at SAP POS C a s h i e r ( P O S ) Select Order Mgt Menu C a s h i e r ( S R S ) A d m i n i s t r a t o r ( P O S D M ) Create New Customer Create Down Payment Condition SAP Retail Store Closed Purchase Requisition Confirm Down Payment Amount Add Article to Sale Order Sale Order Initial Screen Displayed Logon SAP POS Logon SAP Retail Store Create Order Confirmation Order Payment Screen Displayed Accept Down Payment Amount A d m i n i s t r a t o r ( S A P E R P ) Sales Order Created Inquire Down Payment Data Down Payment Data Uploaded Inquire Down Payment Data Down Payment Data Uploaded POS Transaction Closed Order Confirmation Process Flow Diagram Order Process (optional) S t o r e P e r s o n n e l ( S A P E R P ) Select Purchase Order Creation S t o r e P e r s o n n e l ( S R S ) Select Transfer Posting Select Goods Receipt Create Stock Transfer Order Logon SAP ERP Select Stock Transport Order Type Modify Goods Receipt Qty Post Goods Receipt Adopt Previously created Purchase Requisition Post Stock Transfer Order Goods Receipt Qty Variance ? No Yes Process Flow Diagram Delivery Process of Sales Order and Payment of Invoice at SAP POS C a s h i e r ( P O S ) Select Order Mgt Menu C a s h i e r ( S R S ) A d m i n i s t r a t o r ( P O S D M ) Verify Sales Order Information Deliver Sales Order Goods SAP Retail Store Closed Sales Order Invoice Confirm Outstanding Payment Amount Select previously created Sales Order Sale Order Initial Screen Displayed Logon SAP POS Logon SAP Retail Store Make Direct Payment Order Payment Screen Displayed Accept Outstanding Payment Amount A d m i n i s t r a t o r ( S A P E R P ) Inquire Down Payment Data Down Payment Data Uploaded Inquire Down Payment Data Down Payment Data Uploaded POS Transaction Closed Sale Order Deliver Goods Screen Displayed Sales Order Invoice Generated Input Customer Order Customer Order Management SAP Retail Store Management Architecture Customer Order Management High Level Customer Order Processes Sales Order Vendor Customer Stock Transfer Order Store Order/ Down Payment Physical Store Goods Receipt SAP POS Purchase Order SRS SAP ERP Dist. Center Purch. Requisition Goods Receipt Goods Receipt Final Payment