Sales returns are inevitable in any business that sells products or services. They can be a hassle for both you and your customers, but they can also be an opportunity to improve customer satisfaction and loyalty. In this post, I will explain how to process sales return orders in Business Central to handle different scenarios. You will learn how to create sales return orders, copy data from other documents, generate return-related documents, and apply restock fees. Create Sal

A delivery date defines when your customer will receive their order. The date is often determined by the shipping method, the agent making the delivery, or the customer's delivery address. You can calculate sales delivery date in Business Central by creating rules for addresses, shipping agents and shipment agents if you use couriers to ship customers' orders. In this blog post, I explain how to set up Business Central to calculate delivery dates for sales documents. Understa

When customers place a sales order order, they want to know when they can receive it. Business Central calculates a sales order shipment...

If you manage multiple companies and need to record intercompany transactions like sales, purchases, and journals, you may be posting each transaction twice. Intercompany transactions in Business Central allow you to transact sales and purchasing documents and general journal entries to your satellite offices or subsidiary companies. Whether your organisation operates with multiple branches in different regions and currencies or multiple branches in the same country, Business

Drop shipments are movements of goods from a supplier to a customer that don't transit through a company's warehouse. Companies that trade physical goods often use drop shipments to reduce inventory and storage costs. In this post, I will show when to use drop shipments and the end-to-end process to manage them in Business Central. What are Drop Shipments and when to use them Before we start, it is essential to clarify that drop shipments differ from direct delivery. With dro

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

If you run a business that sells goods or services on credit, you know how important it is to collect payments from your customers on time. However, you also know how challenging and time-consuming it can be to keep track of overdue invoices and send reminders to your customers. Microsoft Business Central customer reminders allow you to create and send messages to customers when their payments are due or overdue. In this blog post, I will explain what customer reminders are,

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

In today's fast-paced business environment, efficient order-to-cash processes are critical to a company's success. A streamlined order-to-cash cycle can improve cash flow, enhance customer satisfaction, and ultimately contribute to higher profitability. For IT managers, CIOs, and consultants, understanding and optimising this vital business process is essential. Enterprise Resource Planning (ERP) systems play a central role in managing and integrating various aspects of the o

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