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BBCG.10.02.D365.WG.1.PDF: Configuring Sales Order Management within Dynamics 365 for Operations - Module 2: Configuring Sales Categories (Digital)

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The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.

Just like Procurement, Sales also have the ability to set up the Categories which will allow you to segregate out your products and easily find them within the ordering process.  In this module we will show you how you can set them up and link them with your Products.

Topics Covered

  • Configuring Category Hierarchies
  • Configuring Category Hierarchy Types
  • Configuring Sales Categories
  • Assigning Products To Sales Categories

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    PDF: 66 pages

    Publisher: Blind Squirrel Publishing (September 10, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches


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