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Sell items and services in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

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Details

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Provider

Microsoft Learn
Pricing

Free Online Course
Languages

English
Duration & workload

5 hours 57 minutes
Sessions

On-Demand
Level

Intermediate

Found in

Microsoft Dynamics Courses

Overview

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

Syllabus

Module 1: 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 purchasing codes
Process drop shipments
Process special orders
Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items
Check your knowledge
Summary

Module 2: 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
Check your knowledge
Summary

Module 3: 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
Check your knowledge
Summary

Module 4: 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
Exercise – set up invoice discounts
Check your knowledge
Summary

Module 5: Promising sales order delivery in Dynamics 365 Business Central

Introduction - Sales order promising key concepts
Set up order promising
Promising sales order delivery
Check your knowledge
Summary

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