Sell items and services in Microsoft Dynamics 365 Business Central

Overview

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Module 1: Do you need to create sales documents like quotes, orders and invoices? This module will provide basic information you should know to create these documents in Dynamics 365 Business Central.

By the end of this module, you will be able to:

Create sales quotes and convert them to orders or invoices
Create blanket orders and convert them to orders
Understand how to fulfill sales orders for products not kept in stock
Create drop shipment orders

Module 2: Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.

By the end of this module, students will be able to:

Ship items to customers
Deliver partial shipments
Invoice one shipment
Invoice multiple shipments
Review posted sales documents

Module 3: If you are responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items. It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.

By the end of this module, you will be able to:

Create a special price for one customer
Create a special price for customer groups
Update prices in sales orders
Create new sales prices for future periods
Create new sales prices for customer groups
Bulk edit the unit price on the item card

Module 4: Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

By the end of this module, you will be able to:

Create an item discount for one customer
Create an item discounts for customer groups
Create discounts for item groups
Get an overview of available discounts when selling items
Create an invoice discount for a customer
Use invoice discounts in sales documents

Module 5: Do you want to calculate item delivery dates? This module will focus on sales order promising. It explains the date fields on sales orders and the relationships between them, with the primary objective to calculate item delivery dates.

By the end of this module, students will be able to:

Understand the key concepts of order promising in Business Central
Set up order promising in Business Central
Use the promising sales order delivery functions
Use the Capable-to-Promise functions to replenish unavailable items