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MASTER THE SALES MODULE

This course helps Business Central users and consultants eliminate guesswork and gain practical knowledge to manage the Order-to-Cash process in Microsoft Dynamics 365 Business Central

WHY THIS COURSE

ALWAYS UPDATED

Get the latest updates with every new Microsoft release at no extra cost.

COMPREHENSIVE

40  Videos for more than 5 Hrs of in-depth learning

FOR ALL

Topics cover business processes and the most common use cases

ASK QUESTIONS

Use the course chat to contact me, your instructor.

My name is Alfredo Iorio

Meet Your Instructor

Lead Consultants for Microsoft Gold Partners with more than 10 years for experience as a Microsoft Dynamics 365 Business Central Functional Consultant. I am also a Microsoft Certified Trainer, blogger and author.

  • Customer Onboarding
    Create new customers, Use Customer Templates Request approval for new customers Difference between Bill-to, Sell-to and Ship-to codes
  • Order Entry: Capture customer orders and enter them into the system
    Create sales orders Sales Pricing and Discounts Send Order confirmations Understand order dates Plan sales delivery dates Manage Sales Prepayments Sales Quotes Blanket Sales Orders
  • Credit Control: Assess the creditworthiness of customers and set credit limits.
    Set and monitor Customer Credit Limit Block a customer Enable sales order approvals.
  • Order Fulfilment: Prepare goods for shipment and schedule delivery.
    Work with shipment and delivery dates Couriers and shipping services Check stock availability on sales orders Print or send export documents Manage Backorders How to ship goods
  • Invoicing: Generate and send invoices to customers
    Invoice per order Consolidated invoices Calculate invoice discounts
  • Payment Collection
    Register customer Payments Receive and Apply Payments to Invoices Setup and manage payment tolerance
  • Sales Returns
    Product Return: Sales Returns and Credit Memos. Cost reversing and credit application. Refund or Credit Memo: Process a refund or issue a credit memo. Apply credit memos to invoices and payments.

Get Full Access Now - Only £177.00

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