For each physical product that you trade in, you must create an item card of type Inventory. Items that you offer to customers but do not keep in inventory you can register as catalogue items, which you can convert to inventory items when necessary. You can increase or decrease the quantity of an item in inventory by posting directly to the item ledger entries, for example, after a physical count or if you do not record purchases. Inventory increases and decreases are naturally also recorded when you post purchase and sales documents respectively.
You must use sales orders if your sales process requires that you can ship parts of an order quantity, for example, because the full quantity is not available at once. If you sell items by delivering directly from your vendor to your customer, as a drop shipment, then you must also use sales orders. In all other aspects, sales orders work the same way as sales invoices. With sales orders, you can also use the Order Promising functionality to communicate certain delivery dates to your customers.
Businesses capture a tremendous amount of data through daily activity. This data, which reflects such things as the organization's sales figures, purchases, operational expenses, employee salaries, and budgets, can become valuable information, or business intelligence, for decision makers. Business Central contains a number of features that help you gather, analyze, and share your company data.
We are always willing to collaborate and create course content specific to your company and employee needs.
Templer Group Inc.
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