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- 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.
In this module, you'll:
- Set up sales and receivables.
- Set up purchases and payables.
- Assign number series for sales and purchase documents.
- Create locations.
- Make locations mandatory by using inventory setup.
- Configure core item settings, including item categories, item attributes, units of measure, and item variants.
- 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.
In this module, you will:
- Create an item in Business Central.
- Differentiate between costing methods used in inventory valuation.
- Create a customer in Business Central.
- Create a vendor in Business Central.
- Use templates to create key records.
- 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.
In this module, you'll:
- Learn about warehouse management in Business Central.
- Discover how warehouse management can structure sales and purchase processes.
- Get an overview of the different options in Business Central for setting up warehouse management.
- Set up a warehouse as a location.
- Learn how to configure the warehouse layout in Business Central.
- Create warehouse employees 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.
In this module, you'll:
- Learn how to use stockkeeping units to control inventory at multiple locations.
- Create stockkeeping units for one item.
- Create stockkeeping units for several items at once.
- Update stockkeeping unit information.
- Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which shows 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.
By the end of this module, you are able to:
- Create a special price for one vendor.
- Know the available sales prices when you're purchasing items.
- Create an item discount for one vendor.
- Know the available discounts when you're purchasing items.
- Create an invoice discount for a vendor.
- Use invoice discounts in purchase documents.
- If you're responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items.
By the end of this module, you are able to:
- Create a special price for one customer
- Create a special price for customer groups
- Update prices in sales orders
- Create new sales prices for future periods
- Create new sales prices for customer groups
- Bulk edit the unit price on the item card
- Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.
This module explains how to:
- Create an item discount for one customer.
- Create an item discount for customer groups.
- Create discounts for item groups.
- Get an overview of available discounts when selling items.
- Create an invoice discount for a customer.
- Use invoice discounts in sales documents.
