MEAPSA

Create sales documents in Dynamics 365 Business Central

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.

Business User

Functional Consultant

Dynamics 365

Business Central

Module Objectives

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

Units

Introduction - Create a sales quote min
Create a blanket order min
Manage sales orders min
Configure recurring sales lines min
Offer similar products to your customers min
Map multiple references to an item min
Sell catalog items min
Create purchasing codes min
Process drop shipments min
Process special orders min
Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and how to set up items and customers.