- 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.
- Create a customer in Business Central.
- Create a vendor in Business Central.
- Use templates to create key records.
- 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.
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Syllabus
- Work with Trade master data in Microsoft Dynamics 365 Business Central
- Introduction
- Set up units of measure
- Assign characteristics to an item
- Use Copilot to create AI-powered marketing texts
- Set up item categories
- Manage customers
- Merge customer accounts
- Manage vendors
- Merge vendor accounts
- Manage resources
- Configure salespeople and purchasers
- Use templates to create master data
- Exercise - Create a new item and a new location and link them to a vendor
- Check your knowledge
- Summary
- Set up Trade in Microsoft Dynamics 365 Business Central
- Introduction
- Purchases and payables setup
- Set up locations
- Inventory setup
- Check your knowledge
- Summary