Learn how to set up sales in Business Central, import and manage master data, and run sales processes.
Details
This package includes the complete solution of BC2GO - Managing Customers (2022) and contains all relevant information on the Sales module in Microsoft Dynamics 365 Business Central. The information provided is fundamental for both accounts receivable and sales and makes it easier for new users to get started with sales in Microsoft Dynamics 365 Business Central. Experienced users can benefit from the linked detailed information.
| Workpackage | Description |
|---|---|
| Preparation | - Basic considerations - Coordinate numbering for master and transaction data - Coordinate posting groups and dimensions with Financial Accounting - Make decisions on price/discount policy |
| Setup | - Basic sales setup - Define number series for master and transaction data - Enter dimensions for later evaluations |
| Masterdata | - Enter general information of the customer card - Assign payment and shippinginformation - Maintain customer prices - Maintain customer discounts - Manage different billing information - Maintain delivery addresses - Maintain Salesperson codes - Maintain contacts |
| Data transfer | If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as customer data with the satillite tables. |
| Processes | - Process Quotations - Process Orders - Create Invoices - Process Return Orders - Process Blanketorders - Create Credit Memos - Create Drop Shipment - Create Special Orders - Archive documents |
| BC2GO -Assembly | - Item Setup - Sale and Assembly order - Disassemble items |
| BC2GO -Approvals | - Approval User Setup - Approvals Worflows - Approvals Example |
| Analysis | - Show History - Show Ledger Entries - Use various Reports |
| Training | Watch various training/learning videos to deepen the topics covered. |
After completing this project, you will be able to:
| Create, change and migrate Customer | Create and post Sales Documents | Manage and create Salespersons |
| Create and Manage Posting groups | Create and Manage Numberseries | Create and Manage Dimensions |
| Use Sales Analysis and Statistics | Create and Manage Sales prices and discounts | Create assembly items and orders |
Duration
20.5 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Supported Countries
Business Central Localization: Germany, W1
Languages: English, German
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