THE SALES PACK
HOW THE SALES PACK WORKS FOR YOU
The Summary
The Sales Pack includes the configuration, setup and training for the Sales Ledger functionality in Business Central. This includes sales order processing as well as posting invoices and credit memos to the ledger. Running an aged accounts receivable, managing customers payment terms and credit limits and posting and allocating payments are all available, along with plenty more, in the Sales Pack
The Demo
The Detail
| Customers and related master data (Up to 10,000 Records Imported) |
| Customer Ship-to Addresses |
| Sales Quote Processing |
| Sales Invoice & Credit Processing |
| Aged Accounts Receivable Report and Customer Statements |
| Understanding Customer Ledger Entries |
| Payment Terms & Payment Discounts |
| Invoice discounts |
| Customer Opening Items Import Tool |
| Sales Order & Return Processing |
| Allocation of Sales Invoices, Payments and Credits |
| Processing Cash Receipts and Registering Customer Payments |
| Shipping of Items/Stock (including reversal) |
| Sales Extended Texts |
| Sales Deferrals |
| Sales Proformas |
| Prepayment Invoices |
| Customer Specific Layouts |
| Standard Sales Codes (Recurring Sales Invoices) |
The FAQs
Can you copy and paste Lines into Orders and Invoices
You can indeed! As long as the columns are in the same order as those on Business Central, you can copy from Excel directly into the Lines section of the document. This can really useful if you’re sent orders from customers that have lots of lines!
Can I copy documents, such as Order and Invoices
Yes you can. A new document can be created and then information copied from an existing document (whether current or already posted)
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