Sell items and services in Dynamics 365 Business Central (BC115)

Get this course

Dynamics 365 Business Central → Sales/Purchasing

Sell items and services in Dynamics 365 Business Central (BC115)

Description

Content

Create sales documents in Dynamics 365 Business Central
Introduction - Create a sales quote
Create a blanket order
Manage sales orders
Configure recurring sales lines
Offer similar products to your customers
Map multiple references to an item
Sell Catalog items
Create Purchase Codes
Process drop shipments
Process special orders
Exercise
Summary
Ship and invoice items in Dynamics 365 Business Central
Introduction - Ship items to customers
Reverse a shipment
Invoice Customers
Review posted sales documents
Reverse or correct a posted sales invoice
Process prepayment invoices for sales and purchases
Summary
Manage sales prices in Dynamics 365 Business Central
Introduction - Set up sales prices for a customer
Set up sales prices for customer groups
Use special prices in sales orders
Create new sales prices
Bulk edit the unit price on the item card
Exercise - Create a special price for a customer
Summary
Set up discounts for your customers in Dynamics 365 Business Central
Introduction - Set up line discounts
Use line discounts when selling items to customers
Set up invoice discounts
Use invoice discounts when selling items to customers
Summary
Promising sales order delivery in Dynamics 365 Business Central
Introduction - Sales order promising key concepts
Set up order promising
Promising sales order delivery
Summary
Test your knowledge
Quiz

Completion rules

All units must be completed

Back