Microsoft Dynamics 365 Business Central is a comprehensive business management solution. Hitherto known as Microsoft Dynamics Nav (Dynamics Nav), it empowers SMBs ( small & medium-sized businesses) by simplifying their core business processes. Moreover, it is easy to configure & helps businesses in managing their day-to-day tasks in seamless manner . For instance, Sales, purchasing, inventory, warehouse, planning, accounts, and so on.
Therefore, in this blog, let us dive deeper & explore the sales functionality of MS Dynamics 365 Business Central. Let us also outline the main features that helps SMBs in managing their everyday sales processes without any hassles.
Registering New Customers
Microsoft Dynamics 365 Business Central allows businesses to create customer cards for registering new customers. While on the one hand, they can use the existing customer templates for creating different customer profiles. On the other hand, they can also create a customer profile from the list of contacts.
Creating Sales Quotes
With MS Dynamics 365 Business Central, businesses can create Sales Quote easily. Sales Quote records the payment & delivery details. Moreover, it helps them in communicating their offer to the clients. Also, Business Central provides the option of sending the sales quote via email as a PDF attachment. Further, it also offers the flexibility of making changes to the sales quote based on customer considerations. And it also allows businesses to resend the negotiated offer in a simple way.
Creating Sales Invoices & Sales Order
MS Dynamics 365 Business Central allows businesses to create a Sales invoice once the customers accept the Sales Quote. It helps them in keeping a note of “related quantity and value entries.” Like Sales Quotes, Sales Invoices can also be sent to the customers as a PDF attachment via email. Moreover, MS Dynamics 365 Business Central offers options like “Posted Sales Invoices” & “Posted Purchase Invoices.” As a result, businesses can look at the list of posted invoices without any difficulty.
However, in a few scenarios, MS Dynamics 365 Business Central allows businesses to create Sales orders. For instance, drop shipments which means direct delivery of items from Vendor to Customer. Moreover, they can also create a Sales Order in case of delivering products either fully or partially.
Posting Sales Order
In MS Dynamics 365 Business Central, businesses can keep the general ledger, customer accounts, and item ledger entries updated. They can do so by posting the Sales Order.
Availability of Picking List
By using MS Dynamics 365 Business Central, businesses can print the inventory picking list. They can do so directly from a Sales Order for commencing the shipment of items to be delivered.
Recurring Sales and Purchase Lines
With MS Dynamics 365 Business Central, businesses can set up standard sales or purchase lines. As a result, they can easily add them on documents in case of recurring sales and purchase scenarios.
Drop Shipments Option
With MS Dynamics 365 Business Central, businesses can easily manage their drop shipments by linking their Sales Order to the Purchase Order. Business Central also provides the option of requisition worksheets for creating purchase orders for all the outstanding drop shipments.
Creating Special Orders
MS Dynamics 365 Business Central enables businesses to create Special Orders. They can create Sales Orders by getting a catalog item shipped to their warehouse from the chosen Vendor. Moreover, they can then deliver the item to the customers. They can also send the items either independently or as part of different orders along with other items. Besides, in the case of special orders, purchase, and sales orders are linked. As a result, they can “ensure the specific catalog item is picked and delivered to the customer”.
Processing Sales Returns or Cancellations
Businesses can create sales credit memos using MS Dynamics 365 Business Central. As a result, they can revisit a specific posted sales invoice whenever required. Moreover, they can also find out which are the products their customers are returning. And which payments they need to refund.
Blanket Sales Order Option
MS Dynamics Business Central provides businesses with the Blanket Sales Order Feature. It helps them in effectively managing large orders.
Combining Shipments on a Single Invoice
MS Dynamics 365 Business Central provides businesses with the option of integrating multiple shipments on a single invoice. However, to make use of this feature, they must create two or more sales orders. Further, they must post them as shipped and not invoiced.
Order Promising Dates Option
MS Dynamics 365 Business Central provides Order Promising Feature. As a result, businesses can determine the capable-to-promise date & communicate an accurate delivery date to their customers with the Sales Order.
