Course Overview
This course provides you with the knowledge and skills to handle the purchase, sale and return of inventory. You will learn how to manage sales and purchase transactions, including prices and discounts, item charges and order promising. Requisition management will be covered, as well as returns management and customer service features.
Course Outline
Module 00: Introduction
Module 01: Getting Started with Trade
Module 02: Setting Up Trade in Dynamics 365 Business Central
Module 03: Selling Items and Services
Module 04: Purchasing Items and Services
Module 05: Prices and Discounts
Module 06: Additional Item Features
Module 07: Requisition Management
Module 08: Item Charges
Module 09: Order Promising
Module 10: Returns Management
Module 11: Assembly Management
Module 12: Course Review
Course Objectives
Use the Order Processor Role Center
Set up Sales Order Management
Manage Sales Transactions
Enter Drop Shipments
Use Sales Prices and Discounts
Make Item Substitutions
Sell Nonstock Items
Complete Requisition Management Setup
Item Charges Setup
Use Purchase Item Charges
Use Sales Item Charges
Enter and manage Customer and Vendor Returns
Use the Assemble to Order features
Pre-requisites
General knowledge of Microsoft Office
81242AE: Financial Essentials in Microsoft Dynamics 365 Business Central
81243AE: Finance Advanced in Microsoft Dynamics 365 Business Central