Microsoft Dynamics 365 Business Central helps companies to manage their Sales Cycle smoothly. Sales module is fully integrated with Finance. Dynamics 365 Business Central provide us below functionality to manage Sales Cycle.

  1. Sales Quote
  2. Blanket Sales Order
  3. Sales Order
  4. Sales Shipment
  5. Sales Invoice
  6. Sales Return Order
  7. Sales Return Receipt
  8. Sales Credit Memo

Create Sales Quote

We can create Offer by using Sales Quote and offer it to the Customer to sell product or service on certain delivery and payment terms. We can email the document as PDF attachment. we can also have the email body prefilled with summary of the Sales Quote.

Search Sales Quote in the search bar, system will open the Sales Quote list.

Click on new button and create new Sales Quote / Offer.

Ente the below details on the Sales Quote Header.

Select Customer in the Customer No. field, Enter Document Date and Payment Term.

Go to the Sales Quote lines

Select Item in the Type field, Select Item Code in the No. field, enter quantity and unit price.

Click on Release button and release the Sales Quote

Take Print / PDF or Send email.

Sales Quote Report

We can convert Sales Quote into Sales Order or Sales Invoice by using below buttons.

Create Blanket Sales Order

A blanket sales order represents a sales agreement between the company and a customer. It typically involves one item with multiple shipments at predetermined quantities, price and delivery dates.

Search Blanket Sales Order in the search bar, system will open the Blanket Sales Order list.

Click on new button and create Blanket Sales Order.

Enter below details on Blanket Sales Order header.

Select customer in the Customer Name, enter document date and payment term code.

Go to the line, Select Type = Item, enter item code in the No. field, enter Quantity and Unit price. system will update the Line amount.

Go to ribbon tab, Click on Release button and release the Blanket Order.

Click on Print/Send and take Print /PDF

Blanket Order Report.

Convert Blanket Order into Sales Order, when you ship material , that time you can convert the Blanket Order into Sales Order with Ship Qty.

Go to Blanket order line, enter Quantity in th eQuantity to ship field.

Go to Ribbon tab, Click on Process –> Make Order

System will create Sales Order.

Create Sales Order

Search Sales Order in the Search Bar

Click on new button and create Sales Order

Enter below details on Sales Order Header

Select Customer Name, Enter Posting Date, Order Date and Location Code

Enter below details on the Sales Order Line. Select Type = Item, No. = Select Item No., TCS Nature of collection will auto update by the system, its depends on setup. Enter quantity & unit price, GST Groups and HSN Code will auto update by the system from item card

Click on Order à Statistic and check all values & taxes.

After completion of Order, user can send it for approval or directly release the order. If workflow is enabled then approval process will work.

Click on Release button and Release the Sales Order

Create Sales Shipment

Edit the Sales Order              

Go to the Sales Line à Enter Qty. to Ship

Click on Posting à Post button

Click on Ship

System will post the Sales Shipment document                   

Check Quantity Shipped field, system updated the Shipment Qty.

User can check posted Sales shipment document by click on à Navigate à Shipment

Open the Sales Shipment document and check.

Create Sales Invoice

Edit the Sales Order

Enter Quantity to Invoice in the Sales Order Line

Click on Statistic and check all values and taxes, then click on Posting à Post  à Invoice

System will post the Sales Invoice

Click on YES to open the Posted Sales Invoice

Create Sales Return Order

Search Sales Return Order in the search bar à Click on new button to create Sales Return Order.

Enter below details on the Sales Return Order

Select Customer Name, Enter Posting Date, Order Date and Location Code

Click on Process à Get Posted Document Lines to Reverse

System will open the Posted Sales Invoice list

Select Posted Sales Invoice from the list à Click on OK          

System will auto update the Sales Return Order Lines

Enter the Return Qty. to Receive

Click on Process à Update reference invoice no.

Select Posted Sales Invoice in the Reference invoice no. and click on verify button.

Click on Release button and release the Sales Return Order. If workflow is enabled, then user can send it for approval.

Create Sales Return Receipt

Edit the Sales Return Order à Go to the lines & check Return Qty. to Receipt

Click on Posting à Post  à Receive

System will post the Return Receipt document

System will update the Return Receipt qty. in the “Return Qty. Received” field

Click on Navigate à Return Receipts button to check posted return receipt document

Create Sales Credit Memo

Edit the Sales Return Order à Go to the lines & enter Qty. to Invoice

Click on Posting à Post à Invoice

System will post the Sales Credit Memo

System posted Sales Credit Memo document. Click on Yes button to check Posted Sales Credit Memo Document