Configure sales and purchasing in Business Central

This learning path covers the configuration of sales and purchasing in Microsoft Dynamics 365 Business Central. You learn how to set up trade parameters, manage customers, vendors, and items, configure warehouse management and inventory locations, and define pricing and discount structures.

Prerequisites

  • Complete the Set up Business Central learning path, or have equivalent experience setting up and administering Business Central.

Modules in this learning path

Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.

Do you want to discover the options that you have to use warehouse management in Microsoft Dynamics 365 Business Central? Take this module to discover how companies could benefit from using warehouse management in Business Central.

Do you want to learn how to control inventory at multiple locations? This module explains stockkeeping units and how you can use them to control inventory at multiple locations.

Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which will show you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You'll also learn how to set up and use purchase discounts.

If you're responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items. It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.

Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.