Sales Invoicing
The Sales Invoicing functionality helps you effectively create and manage sales invoices. At the same time, the application ensures accuracy and transparency of the invoicing process.
Sales Order Management
The functionality in Business Central enables comprehensive management of customer orders. You can effectively track and control the order receipt and fulfillment process, ensuring timely deliveries. This leads to an improved quality of service and customer satisfaction.
Sales Line Prices and Discounts
The Sales Line Prices and Discounts features enable flexible management of prices and discounts on order items. As a result, you can tailor quotes to individual customer needs and optimize your pricing strategies.
Campaign Prices
In the Microsoft Dynamics 365 Business Central system, you can easily manage prices and discounts within marketing campaigns. By effectively promoting products and services, you can encourage customers to make a purchase.
Sales Invoice Discounts
With this feature, you can grant sales invoice discounts, which helps accelerate payment processing and enhance customer loyalty.
Alternative Delivery Addresses
Dynamics 365 Business Central pozwala na obsługę alternatywnych adresów dostawy, co jest szczególnie przydatne w przypadku, gdy klient chce otrzymać produkty w innym miejscu niż jego podstawowy adres.
Sales Return Order Management
This functionality streamlines the management of customer returns, ensuring quick and efficient handling of complaints and returns.
Order Promising
Order Promising helps you determine the earliest feasible shipment or delivery date when no date is requested or when a requested date can’t be met. It uses Available-to-Promise (ATP) and Capable-to-Promise (CTP) to factor in on-hand inventory and scheduled supply.
Sales shipment
The ERP system lets you ship items based on source documents (such as sales orders), either directly from the document or via warehouse documents depending on the location setup. It supports picking and controlling the Qty. to Ship before you post the shipment, helping you manage outbound fulfillment from preparation through dispatch.
Shipment Methods
Shipment Methods in Dynamics 365 Business Central let you define delivery method codes and descriptions (for example, courier delivery, own transport, or customer pickup) and reuse them on customer records and sales documents. The shipment method is carried over automatically to new orders and invoices, and you can change it on the document when needed.
Sales quotes
This functionality lets you create sales quotes with negotiable terms that, once the customer accepts them, can be converted into a sales order or a sales invoice. This lets you run the sales process from the initial proposal through to a confirmed order.
Blanket sales orders
Blanket orders represent a customer's long-term commitment to buy larger quantities delivered in multiple shipments over time. You use them as the basis for creating individual sales orders, while the quantities on a blanket order don't affect inventory availability, so they also serve for monitoring and planning.
Combining shipments on a single invoice
The ERP system lets you invoice a customer once for multiple completed shipments by combining them on a single sales invoice. This simplifies settlement when deliveries are frequent and partial.
Correcting and canceling sales invoices
This functionality in Business Central lets you quickly correct or cancel a posted, unpaid sales invoice by automatically creating a correction. For paid invoices, you issue a refund through a corrective invoice or a sales return order.
Shipment tracking
After you post a sales shipment, the ERP system lets you track the package using the shipment's tracking number and the shipping agent, making it easier to keep customers informed about delivery status.
Correcting and canceling purchase invoices
This functionality lets you quickly correct or cancel a posted, unpaid purchase invoice by automatically creating a corrective invoice and reissuing or canceling it. This makes it easier to fix mistakes without manually posting corrections.
Combining receipts on a single invoice
on a single purchase invoice. This streamlines settlement when deliveries are frequent and partial, whether they're made under one purchase order or several.
Handling electronic documents
The system lets you receive and convert electronic invoices from vendors into purchase invoices inside Business Central, streamlining document flow and reducing manual data entry.
