Manage sales prices in Dynamics 365 Business Central with the new pricing experience update to optimise sales performance and...

Inventory reservation is the process of setting aside a specific quantity of items for particular sales orders to avoid using that inventory for other orders. Business Central allows you to reserve items for specific demand types, such as sales, outbound transfer, assembly and production orders. You can reserve items that are in your inventory or that are expected to arrive via a purchase or a transfer order. Also, you can reserve stock for sales, taking from planned producti

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

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

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

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"

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