A license plate is a number assigned to a container unit, which allows for better grouping and management of inventory. Business Central licence plate functionality, called package tracking, includes all the essential features of traditional license plate modules available in tier-1 WMS. Third-party extensions can also manage licence plating, but these come at a cost. However, the Package Tracking functionality in Business Central can cover the requirements of most licence p

Accounts receivable, or AR for short, refers to the outstanding amount your customers must pay you for the products or services you have delivered or performed but have not yet received payment. The process of managing receivables includes: - Sending invoices to your customers - Tracking their payments - Following up with reminders or phone calls - Receiving and matching the payments with the invoices Business Central supports various methods to register and match (or "apply"

Agile methodology is an iterative software development and project management approach that focuses on delivering value to the customer...

Vendor Invoice Management is the process of recording and matching an invoice to a purchase order and receipt information. Business Central has its unique way of handling vendor invoices without requiring lengthy data entry or complex invoice matching. I explain how to process vendor invoices in Business Central in this post. Before we start, let's clarify an important concept: Vendor invoices in Business Central are called Purchase Invoices, and I will use this terminology i

Efficient invoicing is critical to any business, regardless of size or industry. A well-designed ERP must allow users to streamline invoicing, enhance accuracy, and optimise business operations. In this guide, I will discuss the step-by-step process of invoicing sales in Business Central. From how to configure sales categories to the different ways to create sales invoices, manage sales invoices approvals, and even integrate external billing and payment systems. Why Efficient

Collecting payments from customers before your team can ship an order is the purpose of sales prepayments in Business Central. This feature is designed to handle customer payments before posting a sales invoice, while establishing a direct link between a payment and the order via a Prepayment Invoice. This feature sits between the order fulfilment and credit control process, and does two jobs at once: It serves as a control mechanism for order dispatch, blocking the shipmen

Order to cash, often abbreviated as O2C, is a critical business process that covers the entire cycle of receiving, processing, and fulfilling customer orders, followed by invoicing and collecting payments. This end-to-end process includes several stages, such as order entry, order fulfilment, shipping, invoicing, and payment receipt. Key Components of the Order to Cash Process in Business Central The O2C lifecycle can be complex in large organisations. Companies operating in

Behind every customer or vendor, there is a person. Whether in sales, purchasing or finance, your daily schedule involves frequent...

Project management is leading the work of a team to achieve all project goals within the constraints, like time, budget and scope....

Data migration is one of the most critical and challenging phases of a new ERP implementation project. This feature is not just about...

Cross-dock is receiving and fast-tracking items for shipping without placing them in storage bins. This process helps move the item through the put-away and pick activities while limiting the physical handling of goods that are due to be shipped, for example, because of back orders. In this post, I explain how to use Cross-Docking in Business Central. What is Cross-Docking? Cross-docking is a warehouse technique where inbound tasks are immediately sorted and placed into a shi

Cycle counting is an essential task for companies holding inventory in a warehouse. This method allows users to count inventory regularly to find and correct discrepancies. Cycle counting also allows companies to check inventory before the year-end, so they don't have to stop operating for a few days when it's time for a complete stock check. Business Central allows the setup of specific cycle counting codes to schedule cycle counting activities automatically. In this post, I

From a simple order shipped via courier to planning and consolidating multiple orders and wave picking, we can ship items in Business Central in many different ways and with different degrees of complexity. Whether you need to directly invoice sales documents or manage a complex warehouse, in this post, you will find all you need to know about how to ship items in Business Central. Business Central can handle complex shipping processes, and I will cover all the different scen

Warehouse personnel must sometimes move items without a specific demand from a source document. For example, when reorganising the warehouse, in preparation for receiving new stock, or to rotate stock efficiently. Moving items in Business Central within a warehouse location is performed differently depending on how the location is configured. The complexity varies from no warehouse features, basic warehouse configurations for ad-hoc handling, to advanced configurations where

How to receive items using basic, advanced or no WMS. This article is a complete guide on how to receive items in Business Central. During my work as a supply chain consultant first and now as a Business Central consultant, I have helped many companies redesign their inbound processes. One of the first topics I discuss with my clients is how they receive items. Unlike other ERPs where there are set processes to receive items, there are many ways to receive items in Business C

Landed costs are all the expenses incurred by a company to make its products available to its buyers. In Business Central, landed costs...

Customers are the core source of a company's income. In this article, I will describe everything you need to know to register new customers in Business Central. Setup Required Before registering new customers in Business Central, we must check a few things on setup and configuration. The two most important are the customer numbers and customer templates. Customer Numbers First of all, we need the number series for new customers. The field is the Customers Nos. in the Sales &

Achieve complete traceability using Lot Numbers in Business Central. In this guide, I will cover the end-to-end process of creating,...

FEFO Picking in Business Central: How it works and how to configure it including item tracking details for expiration dates

How to manage customers' consignment stock in Business Central