Account receivable process with sales order management

Description:

This image outlines the Account Receivable Process with Sales Order Management, which is a flowchart showing the steps involved in handling accounts receivable when managing sales orders.  This slide is a visual representation of the workflow involved in managing accounts receivable and sales orders within a company. Here's a breakdown of the key elements:

1. Title: 

The title suggests that the slide focuses on the financial process that starts with a sales order and ends with the receipt of payment.

2. Editable Note: 

At the top, there is a note that says "This slide is 100% editable. Adapt it to your needs and capture your audience's attention." This indicates that the slide is a template that can be customized.

3. Workflow Diagram: 

The bulk of the slide is a flowchart that outlines the various stages in the sales order and accounts receivable process:

It starts with a "Sales Order," which then leads to a "Delivery Document."
After the delivery, there's a "Picking" process followed by "Packing" and "Loading."
Once the goods are dispatched, the "Shipment Document" is created.
This leads to a "Shipment Expense Document" and a "Transportation Supplier Invoice."
The process continues to "Billing Document," which leads to the creation of the "Customer Invoice."
Finally, after the "Customer Payment Document" is processed, the customer makes the payment.

4. Additional Processes: 

There are other related processes depicted on the slide, such as "Reduce Physical Inventory" and "Accounting Entry," which are likely steps to ensure that the inventory levels and financial records reflect the sales transaction.

5. Design Elements: 

The flowchart uses different shapes and colors to represent various steps and documents. The use of blue and green shapes might be to differentiate between types of actions or documents.

6. Purpose: 

This type of slide is commonly used in business presentations to educate staff, stakeholders, or students about the sequence of activities and documentation required in managing sales orders and the subsequent receivables.

Use Cases:

This process is crucial for managing the cash flow and ensuring that sales transactions are properly documented and accounted for. It could be beneficial in a variety of industries that handle sales orders and manage inventory.

1. Retail:

Use: To streamline the process from order to payment.

Presenter: CFO or Finance Manager.

Audience: Sales and Finance teams.

2. Manufacturing:

Use: To manage accounts receivables and oversee the supply chain.

Presenter: Supply Chain Manager.

Audience: Operations and Accounting departments.

3. Pharmaceuticals:

Use: For tracking the sale of medical goods and timely collection of payments.

Presenter: Accounts Receivable Manager.

Audience: Salesforce and Finance staff.

4. E-Commerce:

Use: To detail the steps from online order to fulfillment and payment processing.

Presenter: E-Commerce Operations Manager.

Audience: Customer service, Fulfillment, and Financial teams.

5. Information Technology:

Use: To illustrate the sales process for software or services and subsequent accounting entries.

Presenter: IT Sales Director.

Audience: Sales, Support, and Finance teams.

6. Wholesale Distribution:

Use: To monitor inventory levels and financial transactions associated with bulk sales.

Presenter: Warehouse Operations Leader.

Audience: Inventory Management and Finance teams.

7. Automotive:

Use: To manage the receivables process for vehicle sales and maintain cash flow.

Presenter: Financial Controller.

Audience: Dealership Sales Managers and Finance personnel.