銷售與收款
Order-to-Cash 完整循環
26 項功能，涵蓋從銷售訂單到收款的完整 Order-to-Cash 循環
銷售與收款循環是企業營收的核心流程，從客戶下單、出貨、開立發票到收款沖帳，每一個環節都需要精確管理。iDempiere Mobile 提供 26 項功能模組，完整涵蓋 Order-to-Cash 的每個步驟，讓銷售團隊在行動裝置上即可完成日常作業。
核心交易
銷售訂單 (Sales Order) Config
建立、編輯與追蹤銷售訂單，支援多幣別、多價格表
客戶發票 (Invoice/Customer) Config
從銷售訂單自動產生或手動建立客戶發票
出貨單 (Shipment/Customer) Config
管理出貨流程，支援確認與追蹤
收款 (C_Payment) Enhanced
記錄客戶付款，支援多種付款方式
收款沖帳 (C_AllocationHdr) Enhanced
將收款與發票進行沖帳配對
出貨確認 (Shipment/Receipt Confirm) Config
出貨與收貨的確認管理
客戶管理
商業夥伴 (Business Partner) Config
客戶、供應商、員工的統一管理
夥伴關係 (Partner Relation) Config
管理商業夥伴之間的關聯關係
夥伴群組 (BP Group) Config
商業夥伴分類與群組管理
銷售區域 (Sales Region) Config
定義銷售區域用於報表分析
定價與條件
產品 (Product) Config
產品主檔管理，含描述、分類、計量單位
產品類別 (Product Category) Config
產品分類管理與會計連結
價格表 (Price List) Config
多幣別價格表管理
價格表方案 (Price List Schema) Config
價格表計算規則與折扣方案
付款條件 (Payment Term) Config
定義付款期限、分期與折扣條件
折扣方案 (Discount Schema) Config
數量折扣、累計折扣規則設定
銷售進階
銷售商機 (Sales Opportunity) Config
追蹤銷售管道中的潛在商機
銷售階段 (Sales Stage) Config
定義銷售流程各階段
佣金 (Commission) Config
設定佣金計算規則
佣金計算 (Commission Run) Config
執行佣金計算作業
帳款管理
催款設定 (Dunning) Config
定義催款等級與規則
催款執行 (Dunning Run) Config
執行催款作業產生催款單
客戶退貨 (Customer RMA) Config
管理客戶退貨授權
排程管理
發票排程 (Invoice Schedule) Config
設定發票開立排程
發票付款排程 (Invoice Payment Schedule) Config
管理發票分期付款計畫
🌐 English Version
Sales & Collection
Complete Order-to-Cash Cycle
25 modules covering the complete Order-to-Cash cycle from sales orders to payment collection
The Sales & Collection cycle is the core revenue process for any enterprise. From customer ordering, shipment, invoicing to payment collection, every step requires precise management. iDempiere Mobile provides 26 functional modules that fully cover every step of Order-to-Cash, enabling sales teams to complete daily operations on mobile devices.
Core Transactions
Sales Order Config
Create, edit, and track sales orders with multi-currency and multi-price list support
Customer Invoice Config
Auto-generate from sales orders or manually create customer invoices
Customer Shipment Config
Manage shipment processes with confirmation and tracking
Payment (C_Payment) Enhanced
Record customer payments with multiple payment method support
Payment Allocation (C_AllocationHdr) Enhanced
Match payments to invoices for reconciliation
Shipment/Receipt Confirm Config
Shipment and receipt confirmation management
Customer Management
Business Partner Config
Unified management of customers, vendors, and employees
Partner Relation Config
Manage relationships between business partners
BP Group Config
Business partner classification and group management
Sales Region Config
Define sales regions for reporting and analysis
Pricing & Terms
Product Config
Product master data with descriptions, categories, and units of measure
Product Category Config
Product classification with accounting integration
Price List Config
Multi-currency price list management
Price List Schema Config
Price calculation rules and discount schemas
Payment Term Config
Define payment terms, installments, and discount conditions
Discount Schema Config
Quantity discounts and cumulative discount rules
Sales Advanced
Sales Opportunity Config
Track potential opportunities in the sales pipeline
Sales Stage Config
Define stages of the sales process
Commission Config
Configure commission calculation rules
Commission Run Config
Execute commission calculation runs
Receivables
Dunning Config
Define dunning levels and rules
Dunning Run Config
Execute dunning runs to generate dunning letters
Customer RMA Config
Manage customer return merchandise authorizations
Schedule
Invoice Schedule Config
Configure invoice generation schedules
Invoice Payment Schedule Config
Manage invoice installment payment plans