Sales Quick Start

[アーティクル]
02/15/2022

To be able to sell products and services, you must first set up items and customers. Once that is done, you can start registering sales orders and sending out invoices.

Set up items to sell

This video shows how to set up an item to sell in Business Central.

Set up a new item

Choose the icon, enter Items, and then choose the related link.
On the Items page, choose the New action.

If only one item template exists, then a new item card opens with some fields filled with information from the template.
On the Select a template for a new item page, choose the template that you want to use for the new item card.
Choose the OK button. A new item card opens with some fields filled with information from the template.
Proceed to fill or change fields on the item card as necessary. Hover over a field to read a short description.

For more information and additional things you can do when setting up items, see Register New Items.

Set up customers

This video shows how to set up a new customer in Business Central.

Set up a new customer

Choose the icon, enter Customers, and then choose the related link.
On the Customers page, choose the New action.

If only one customer template exists, then a new customer card opens with some fields filled with information from the template.

If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps.
On the Select a template for a new customer page, choose the template that you want to use for the new customer card.
Choose the OK button. A new customer card opens with some fields filled with information from the template.
Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.

For more information and additional things you can do when setting up customers, see Register New Customers

Create a sales order

When you sell something to a customer, you have two options. The first, and simplest, is to just create a sales invoice. However, if your sales process is more complex, for example if you have situations where you only ship parts of an order quantity, you use a sales order.

To create a sales order

Choose the icon, enter Sales Orders, and then choose the related link.
Select New to create a new entry.
In the Customer field, enter the name of an existing customer.

Other fields on the Sales Order page are now filled with the standard information of the selected customer.
Fill in the remaining fields on the Sales Order page as necessary. Hover over a field to read a short description.
On the Lines FastTab, in the Type field, select what type of product, charge, or transaction that you will post for the customer with the sales line.
In the No. field, enter the number of an inventory item or service.
In the Quantity field, enter the number of items to be sold.
In the Line Discount % field, enter a percentage if you want to grant the customer a discount on the product.
To add a comment about the order line that the customer can see on the printed sales order, write a comment in the Description field on an empty line.
Repeat steps 5 through 9 for every item that you want to sell to the customer.
To only ship a part of the order quantity, enter that quantity in the Qty. to Ship field. The value is copied to the Qty. to Invoice field.
To only invoice a part of the shipped quantity, enter that quantity in the Qty. to Invoice field. The quantity must be lower than the value in the Qty. to Ship field.
When the sales order lines are completed, choose the Post and Send action.

For more information and additional things you can do when creating customer sales orders, see Sell Products with a Customer Sales Order.

Create a sales invoice

When you create and post a sales invoice, you not only create the invoice document you send to the customer, you also create the related quantity and value entries in Business Central.

To create and post a sales invoice

Choose the icon, enter Sales Invoices, and then choose the related link.
Select New to create a new entry.
In the Customer field, enter the name of an existing customer.
Fill in the remaining fields on the Sales Invoice page as necessary. Hover over a field to read a short description.
On the Lines FastTab, in the Type field, select what type of product, charge, or transaction that you will post for the customer with the sales line.
In the No. field, select a record to post according to the value in the Type field.
In the Quantity field, enter how many units of the product, charge, or transaction that the line will record for the customer.
If you want to give a discount, enter a percentage in the Line Discount % field. The value in the Line Amount field updates accordingly.
Repeat steps 5 through 8 for every product or charge that you want to invoice the customer for.
In the Invoice Discount Amount field, enter an amount that should be deducted from the value shown in the Total Incl. Tax field.
When the sales invoice lines are completed, choose the Post and Send action.

For more information and additional things you can do when creating customer sales invoices, see Invoice Sales

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