Create sales documents in Dynamics 365 Business Central

Intermediate
Business User
Functional Consultant
Dynamics 365
Business Central

Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.

Learning objectives

By the end of this module, you're able to:

  • Create sales quotes and convert them to orders or invoices.
  • Create blanket orders and convert them to orders.
  • Understand how to fulfill sales orders for products not kept in stock.
  • Create drop shipment orders.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and how to set up items and customers.