Beauty Goods B2B Sales Management Process (From Quotation to Invoice)

This article explains how to effectively leverage Sanka for B2B businesses handling beauty goods (such as hair dryers, hair brushes, and facial devices) to efficiently manage processes from quotation creation to order receipt, delivery, invoicing, and payment confirmation. It introduces procedures that enable sales representatives, sales office staff, and back office personnel to perform sales management accurately in a short period of time.

Overall Flow

1. Product Registration

2. Customer Registration

3. Quotation Creation

4. Order Registration

5. Inventory Allocation and Delivery Processing

6. Invoice Issuance

7. Payment Confirmation and Application

Product and Customer Registration

Product Registration

Register the product name, sales price, and purchase price. Multiple products can be registered in bulk via CSV import. Example: Dryer (Sales Price 10,000 yen / Purchase Price 7,000 yen)

Customer Registration

Corporate clients are registered as "Companies." Enter the address, contact person, and email address, and share them with your team using the workspace feature.

Quotation Creation

1. Select customer

2. Enter products, quantities, and tax rates (amounts are calculated automatically)

3. Edit the quotation template (remove unnecessary items or change the design as needed)

4. PDF output and email sending are available

Order Registration and Inventory Allocation

Order Registration

Create order records from estimates with a single click, and manage statuses (Draft → Ordered → Delivered).

Inventory Allocation

Inventory will be deducted based on order details. Alerts and automatic reordering can be set when thresholds are reached. Automatic allocation upon status change in workflows is also available.

Delivery Processing and Related Documents

Delivery Processing

Create delivery records from orders; for some companies, delivery can be regarded as the basis for recognizing sales.

Related Documents

Issuance of delivery notes and picking lists is available. The picking list can be used for warehouse operations (inspection, packaging, shipping), and items or layout can be modified by editing the template.

Invoice Issuance

Create invoice records from order or delivery. Invoice templates can be freely customized, and direct email delivery from Sanka is also available. Sending history can be centrally managed within the system.

Payment Confirmation and Reconciliation

1. Register payment information (e.g., payment of 33,000 yen)

2. Associate invoice and payment data

3. Perform payment reconciliation and issue receipts as necessary

Key Points for Efficiency

• Centralized management of customers, products, inventory, billing, and payments

• Leverage workflows to automate inventory allocation and invoice creation

• Edit document templates to accommodate internal and external formats

• Share the latest information with all team members in the workspace

Summary

By utilizing Sanka, sales management for B2B beauty goods can be completed in approximately 20–30 minutes, from product registration to payment confirmation. Collaboration between sales and back office is streamlined, reducing manual errors and work time. As a result, more time can be allocated to customer support and sales activities, making it possible to improve both sales and operational efficiency.