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Austin  |  Dallas  |  Houston  |  New Orleans  |  Nashville

Project Madeira Sales Quote to Cash. Part Two: Introduction to Project Madeira

  1. In my previous blog I showed you how to load master data into Project Madeira from an Excel file.

In this blog and the video I will walk you through the Sales Quote to Cash process.

So in the video I will first demonstrate how to create a sales quote in Project Madeira (this can also be done directly in Outlook, which will be demonstrated in a next video).

The Sales Quote is sent from my integrated Outlook-email to the customer’s Gmail account, who confirms the sales quote which I then turn into a sales order.

Next I will show how the posting of the order will create shipment and a invoice documents.

And lastly the video will show how to post the payment based on a bank statement.

So the video will cover the following diagram:


Here the link to the YouTube video: https://www.youtube.com/watch?v=SPeSqmgNLRs

#SalesOrder #QuotetoCash #ProjectMadeira #Cash #SalesQuote