Set Up General Sales Rules and Values

The company's policies on how to process sales are usually defined during the initial implementation of Microsoft Dynamics NAV. Although this setup work is typically a one-time task executed with the RapidStart Services, it may be relevant to adjust the setup values as company activities expand or change.

The Sales & Receivables Setup window holds the most central setup values, such as which sales documents are required in sales processing, how their values are posted, and which document number series is used. You will use other setup windows to establish supporting sales features, such as order promising and item charge management.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To	See
Configure general policies on how to process sales and which documents to use.	Sales & Receivables Setup
Define codes that reflect purchase lines for standard purchase activities so that new purchase documents can be quickly filled with the standard purchase lines.	How to: Set Up Standard Purchase Codes and Standard Sales Codes
Set the order promising parameters that specify where calculations are stored and which time units to use in order promising calculations.	How to: Set Up Order Promising
Create templates for different types of customers that can be used when creating quotes for non-customers and as a basis for a new customer account.	Setting Up Customer Templates
Set up the company's sales people to record their commission percentage and to later assign them to sales documents.	Salesperson/Purchaser
Set up the different shipment methods by which you can ship goods to and from the company.	How to: Set Up Shipment Methods
Set up the shipping agents used by your company so you can assign them to customer cards or sales documents and let warehouse workers know who to contact.	Shipping Agent
List codes for return reasons to apply to sales or purchase returns documents.	Return Reasons

See Also

Other Resources

Set Up General Purchasing Rules and Values
Define Material and Production Processes
Configure Finance Processes