Process sales and purchasing in Business Central
At a glance
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This learning path covers day-to-day sales and purchasing operations in Microsoft Dynamics 365 Business Central. You learn how to navigate the interface, create and process purchase orders and sales orders, handle prepayments, and manage inventory adjustments and transfers.
Prerequisites
- Complete the Configure sales and purchasing in Business Central learning path, or have equivalent experience configuring Business Central for sales and purchasing.
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Modules in this learning path
Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.
The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.
Searching for data is a frequent action in a business solution. Finding your data is crucial to the user experience. Understanding how to search makes all the difference. This module explains how to find your data efficiently.
Before creating purchase documents, you need to configure core purchasing settings. This module guides you through configuring Purchases and Payables setup and payment journals, then shows you how to create purchase quotes, blanket orders, and purchase orders, and how to configure recurring purchase lines to speed up document creation.
Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.
Do you want to know how to process vendor invoices in Business Central? If so, this module explains how to invoice from a purchase order, how to post an invoice for multiple receipts, and how to defer expenses to future periods.
Do you want to know how to process prepayment invoices in Business Central? This module focuses on prepayments, which are the payments that are made before the final invoicing of a sales or purchase order. In this module, you discover how to set up prepayments and how to post prepayment invoices for sales and purchase orders in Business Central.
Before creating sales documents, you need to configure core sales settings and prepare your payment collection infrastructure. This module guides you through configuring Sales and Receivables setup, setting up cash receipt journals, then shows you how to create sales quotes, blanket orders, and sales orders.
Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.
Do you want to know how to invoice customers in Business Central? This module explains how to invoice from a sales order and invoice multiple shipments. Also, you will find out how to use deferrals in a sales invoice and how to include payment services.
Do you want to learn how to adjust inventory and count items? This module explains how you can use the item journals to adjust, count, and reclassify items.
Do you want to learn how to transfer items between locations? This module shows how to set up transfer routes and how to transfer items from one location to another.