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BBCG.10.03.D365.WG.1.PDF: Configuring Sales Order Management within Dynamics 365 for Operations - Module 3: Processing Sales Orders (Digital)

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The Sales and Marketing area within Dynamics 365 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.

Now that we have all of the codes and controls set up we can start creating Sales Orders, ship them and then create our Receivable Invoices so that we can get money.

Topics Covered

  • Configuring Base Sales Prices For Products
  • Creating a New Sales Order
  • Picking and Shipping the Sales Order
  • Invoicing The Sales Order

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    PDF: 98 pages

    Publisher: Blind Squirrel Publishing (October 28, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches

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