Exercise 14: Configure Sales

Task 1: Complete the customer card

Scenario

As the functional consultant, you are collecting more information about the sales process, and more particularly about the customers who are buying your products and the conditions surrounding delivery.

To deliver the computer hardware items from the European warehouse to the European customers, Contoso uses DHL as a shipping agent. Web shop customers who are end-users will have the option to choose between home delivery or delivery at a pick-up point.

The following different pick-up points are set up as shipping addresses on the Generic EU web shop customer (CWEB0001):

• PICK-UP DK: Carl Blochs Gade 7, DK-8000 Arhus C – contact: Hr. Jonathan Mollerup

• PICK-UP BE: Binkkampen 33, BE-1020 BRUSSEL – contact: Dhr. Luc van Vugt

• PICK-UP FR: 34 Avenue Parmentier, FR-75000 PARIS – contact: M. Jean E. TRENARY

Since this is a generic customer, different orders are never combined into one shipment. It is, however, possible that one order needs to be shipped parts because of item availability. This should be under rare circumstances, since Contoso has stated to his customers to guarantee a maximum delivery time within 2 days, which is compliant with DHL’s standard shipping service and time.

In the domestic areas, sales activities are performed by sales representatives who each have their set of customers. All transactions need to be assigned to a specific salesperson as follows:

• C00010 Spotsmeyer’s Furnishings is a customer from Annette Hill

• C00020 Progressive Home Furnishings is a customer from John Roberts

• C00030 New Concepts Furniture is a customer from Peter Saddow

Also don’t forget to assign the SALESPERSON dimension to each salesperson.

You will perform

1. Create a shipping address for the customer.

2. Specify shipping information.

3. Set up and assign a salesperson

Steps

1. Create a shipping address for the customer.

   1. Select the search for page icon in the top-right corner of the page, enter Customers, and then choose the related link.

   2. On the Customers list page, select the Generic EU web shop (CWEB0001).

   3. To open the customer card, select Manage and then select Edit.

   4. In the customer card, select Related, then select Customer and then Ship-to Addresses.

   5. In the opened Ship-to Address List page, select + New.

   6. In the opened ship-to addresses card, fill in the following fields:

      1. In the Code field, enter PICK-UP DK

      2. In the Name field, the value Generic EU web shop is automatically filled in. Replace with Pick-up point Denmark.

      3. In the Address field, enter Carl Blochs Gade 7.

      4. In the City field, enter Arhus C

      5. In the ZIP Code field, the value DK-8000 is automatically filled in.

      6. In the Country/Region Code field, the value DK is automatically filled in.

      7. In the Contact field, enter Hr. Jonathan Mollerup.

   7. Close the ship-to address card.

   8. In the customer card, select Related, then select Customer and then Ship-to Addresses.

   9. In the opened Ship-to Address List page, select + New.

   10. In the opened ship-to addresses card, fill in the following fields:

       1. In the Code field, enter PICK-UP BE

       2. In the Name field, the value Generic EU web shop is automatically filled in. Replace with Pick-up point Belgium.

       3. In the Address field, enter Binkkampen 33.

       4. In the City field, enter Brussel

       5. In the ZIP Code field, enter BE-1020.

       6. In the Country/Region Code field, the value BE is automatically filled in.

       7. In the Contact field, enter Caroline Pedersen.

   11. Close the ship-to address card.

   12. In the customer card, select Related, then select Customer and then Ship-to Addresses.

   13. In the opened Ship-to Address List page, select + New.

   14. In the opened ship-to addresses card, fill in the following fields:

       1. In the Code field, enter PICK-UP FR

       2. In the Name field, the value Generic EU web shop is automatically filled in. Replace with Pick-up point France.

       3. In the Address field, enter 34 Avenue Parmentier.

       4. In the City field, enter Paris

       5. In the ZIP Code field, the value FR-75000 is automatically filled in.

       6. In the Country/Region Code field, the value FR is automatically filled in.

       7. In the Contact field, enter M. Jean E. TRENARY.

   15. Close the ship-to address card.

   16. Close the Ship-to Address List page.

2. Specify shipping information.

   1. On the customer card for the Generic EU Web Shop Customer (CWEB0001), go to the Shipping FastTab.

   2. Leave the Ship-to Code field blank.

   3. In the Location Code field, enter EUROP.

   4. Click Show more.

   5. In the Agent field, enter DHL

   6. In the Agent Service field, enter STANDARD

   7. In the Shipping Time field, the value 2D is automatically filled in.

3. Set up and assign a salesperson

   1. Select the search for page icon in the top-right corner of the page, enter Sales People/Purchasers, and then choose the related link.

   2. On the Sales People/Purchasers list page, select + New.

   3. In the Code field, enter AH and in the Name field enter Annette Hill.

   4. Close the Salesperson/Purchaser card.

   5. On the Salespeople/Purchaser page, make sure that you have selected Annette Hill. Click on Salesperson and then select Dimensions-single from the dropdown.

   6. On the opened Default Dimensions page, select + New.

   7. On the new line, fill in the following fields:

      1. In the Dimension Code field, enter SALESPERSON_NEWLIST

      2. In the Dimension Value Code field, enter AH

      3. In the Value Posting field, select the Same Code option.

      4. Close the page.

   8. Repeat steps b. to g. for salespeople John Roberts and Peter Saddow.

      (Remark: you also repeat the steps for the other salespeople, but this is not required for further exercises.)

   9. Select the search for page icon in the top-right corner of the page, enter Customers, and then choose the related link.

   10. On the Customers list page, select Trey Research (20000).

   11. To open the customer card, select Manage and then select Edit.

   12. On the General FastTab, in the Salesperson Code field, enter AH

   13. Go to the next customer card for customer Relecloud (50000).

   14. On the General FastTab, in the Salesperson Code field, enter JR

   15. Go to the next customer card for customer School of Fine Art (30000).

   16. On the General FastTab, in the Salesperson Code field, enter PS

Task 2: Configure sales pricing and discounts

Scenario

The sales manager at Contoso, has determined the following rules regarding their sales of computer hardware:

• All sales prices are set in local currency, thus USD.

• For each item, a general sales price for all EU customers is determined for the base unit of measure. However, when large amounts are ordered, a lower unit price is granted.

  • The 15” flat panel is sold at $ 499.95 per piece. However, if the customer orders a box of 10 pieces, the price is lowered to $ 4,800.00 for the entire box.

  • The 17” monitor is sold at $ 700.00 a piece, However, if the customer orders a box of 10 pieces, the price is lowered to $ 6,550.00 for the entire box.

  • For other customers (both domestic and non-EU) separate sales prices will be determined later.

• Depending on the customer group (small, medium, large) and item group (computer, monitor, accessories) a discount percentage is granted to achieve the net sales price.

  • The generic web shop customer and all other small businesses receive a standard 3% on all monitors. Medium sized customers receive 6% and large companies receive 10% on the same items.

• To boost web shop sales, a discount of 5% is granted on the total amount of the order for sales above $50.00 .

You must set up this sales price structure as provided by Contoso.

You will perform

1. Set up customer price groups

2. Set up customer discount groups

3. Assign customer price groups and customer discount groups

4. Set up and assign item discount groups

5. Configure sales prices

6. Configure line discount

7. Configure invoice discount

Steps

1. Set up customer price groups

   1. Select the search for page icon in the top-right corner of the page, enter Customers Price Groups, and then choose the related link.

   2. On the Customers Price Groups page, select + New.

   3. On the new line, fill in the following fields:

      1. In the Code field, enter EU.

      2. In the Description field, enter EU customers.

      3. Leave the Allow Line Disc. and Allow Invoice Disc. checkboxes selected.

   4. Repeat steps a. and b. to create also a DOMESTIC and EXPORT customer price group.

2. Set up customer discount groups

   1. Select the search for page icon in the top-right corner of the page, enter Customer Disc. Groups, and then choose the related link.

   2. On the Customer Disc. Groups page, select + New.

   3. On the new line, fill in the following fields:

      1. In the Code field, enter SMALL.

      2. In the Description field, enter Small business.

   4. Repeat steps a. and b. to create also a MEDIUM and LARGE customer discount group.

3. Assign customer price groups and customer discount groups

   1. Select the search for page icon in the top-right corner of the page, enter Customer, and then choose the related link.

   2. On the Customers list page, select the Generic EU Web Shop Customer (CWEB0001).

   3. To open the customer card, select Manage and then select Edit.

   4. Go to the Invoicing FastTab, click Show more and fill in the following fields:

      1. In the Customer Price Group field, enter EU.

      2. In the Customer Disc. Group field, enter SMALL

      3. Leave the Allow Line Disc. checkbox selected.

   5. Repeat steps d. to f. to assign the DOMESTIC customer price group to the customers 20000, 30000 and 50000, and the SMALL customer discount group to customer 20000, the MEDIUM customer discount group to customer 30000 and the LARGE customer discount group to customer 50000.

4. Set up and assign item discount groups

   1. Select the search for page icon in the top-right corner of the page, enter Item Discount Groups, and then choose the related link.

   2. On the Item Discount Groups page, select + New.

   3. On the new line, fill in the following fields:

      1. In the Code field, enter COMPUTER

      2. In the Description field, enter Computer

   4. Repeat step b. and c. to create an item discount group for MONITOR and ACCESSORIES

   5. Select the search for page icon in the top-right corner of the page, enter Items, and then choose the related link.

   6. On the Items list page, select the 15” Flat panel (CHW1002)

   7. Go to the Prices & Sales FastTab, click Show more.

   8. In the Item Disc. Group field, enter MONITOR.

   9. On the Items list page, select the 17” M780 (CHW1002)

   10. Go to the Invoicing FastTab, in the Item Disc. Group field, enter MONITOR.

5. Configure sales prices

   1. On the Items list page, select the 15” flat panel (CHW1002).

   2. To open the item card, select Manage and then select Edit.

   3. On the opened item card, select Sales Prices & Discounts and then select Sales Prices.

   4. On the Sales Prices page, create a new line as follows:

      1. In the Sales Type field enter Customer Price Group.

      2. In the Sales Code field, enter EU.

      3. In the Item No. field, the value CHW1002 is automatically filled in.

      4. In the Unit of Measure Code field, the value PCS is automatically filled in.

      5. In the Unit Price field, enter 499.95.

   5. On the Sales Prices page, create a new line as follows:

      1. In the Sales Type field enter Customer Price Group.

      2. In the Sales Code field, enter EU.

      3. In the Item No. field, the value CHW1002 is automatically filled in.

      4. In the Unit of Measure Code field, the value PCS is automatically filled in. Change the value to BOX.

      5. In the Unit Price field, enter 4800.00.

   6. Close the sales prices page.

   7. Close the item card.

   8. On the Items list page, select the 17” monitor (CHW1003).

   9. To open the item card, select Manage and then select Edit.

   10. On the opened item card, select Sales Prices & Discounts and then select Sales Prices.

   11. On the Sales Prices page, create a new line as follows:

       1. In the Sales Type field enter Customer Price Group.

       2. In the Sales Code field, enter EU.

       3. In the Item No. field, the value CHW1003 is automatically filled in.

       4. In the Unit of Measure Code field, the value PCS is automatically filled in.

       5. In the Unit Price field, enter 700.00.

   12. On the Sales Prices page, create a new line as follows:

       1. In the Sales Type field enter Customer Price Group.

       2. In the Sales Code field, enter EU.

       3. In the Item No. field, the value CHW1003 is automatically filled in.

       4. In the Unit of Measure Code field, the value PCS is automatically filled in. Change the value to BOX.

       5. In the Unit Price field, enter 6,550.00.

6. Configure line discount

   1. Select the search for page icon in the top-right corner of the page, enter Item Discount Groups, and then choose the related link.

   2. On the Prices & Discounts page, select Sales Lines Discounts.

   3. Remove the value in the Code Filter filter.

   4. On the Sales Discounts page, create a new line as follows:

      1. In the Sales Type field enter Customer Disc. Group.

      2. In the Sales Code field, enter SMALL.

      3. In the Type field, enter Item Discount Group

      4. In the Code field, enter MONITOR.

      5. In the Line Discount % field, enter 3.

   5. On the Sales Discounts page, create a new line as follows:

      1. In the Sales Type field enter Customer Disc. Group.

      2. In the Sales Code field, enter MEDIUM.

      3. In the Type field, enter Item Discount Group

      4. In the Code field, enter MONITOR.

      5. In the Line Discount % field, enter 6.

   6. On the Sales Discounts page, create a new line as follows:

      1. In the Sales Type field enter Customer Disc. Group.

      2. In the Sales Code field, enter LARGE.

      3. In the Type field, enter Item Discount Group

      4. In the Code field, enter MONITOR.

      5. In the Line Discount % field, enter 10.

   7. Close the Sales Discounts page.

7. Configure invoice discount

   1. Select the search for page icon in the top-right corner of the page, Customers, and then choose the related link.

   2. On the Customers page, select the Generic EU Web Shop Customer (CWEB0001)

   3. To open the customer card, select Manage and then select Edit.

   4. Select Related, then select Prices and Discounts and then select Invoice Discounts.

   5. On a new line, fill in the following fields.

      1. In the Minimum Amount field, enter 50.00.

      2. In the Discount % field, enter 5.

   6. Close the Cust. Invoice Discounts page.