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Microsoft

Get started with Trade in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • Module 1: Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.
  • In this module, you will:

    • Create an item in Business Central.
    • Create a customer in Business Central.
    • Create a vendor in Business Central.
  • Module 2: Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.
  • In this module, you will:

    • Set up sales and receivables.
    • Set up purchases and payables.
    • Assign number series for sales and purchase documents.
    • Create locations.
    • Make locations mandatory by using inventory setup.

Syllabus

  • Module 1: Work with Trade master data in Microsoft Dynamics 365 Business Central
    • Introduction
    • Set up units of measure
    • Assign characteristics to an item
    • Set up item categories
    • Manage customers
    • Merge customer accounts
    • Manage vendors
    • Merge vendor accounts
    • Manage resources
    • Configure salespeople and purchasers
    • Exercise - Create a new item and a new location and link them to a vendor
    • Check your knowledge
    • Summary
  • Module 2: Set up Trade in Microsoft Dynamics 365 Business Central
    • Introduction
    • Purchases and payables setup
    • Set up locations
    • Inventory setup
    • Check your knowledge
    • Summary

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