Easily Synchronize Orders, Prices, Stock & Fulfillment in one place with all-in-one ERP system from Microsoft using Dynamics 365 Business Central Sales and Order Management module.
Better monitor & control your sales & order processes with automated workflows and update your inventory levels without a second thought! Implement approvals and modify posted invoices to prevent any unnecessary or fraudulent purchases.
Act quickly when it comes to your sales-related enquires right from Outlook. Shorten your time spent on going from quote to cash by connecting your sales and accounting, as well as gaining the ability to easily manage multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.
Track customer agreements to quickly access details about prices, discounts, delivery dates, product availability, and fulfillment status.
Increase your cash flow by rightsizing inventory and maximizing the lifespan and governance of asset capitalization.
Create flexible pricing and discount structures for individual customers and groups of customers.
Link your business data with productivity tools such as Microsoft Outlook and Excel to improve customer and employee experiences, like quote-to-cash workflow.
Stay connected and simplify work by installing the Business Central app in Microsoft Teams to share business data within your Teams chats.
Dynamics 365 Business Central Sales Order Management enables you to centralize your entire operation and greatly improves a business’s ability to fulfill a customer purchase faster.
Business Central provides you with a fully integrated order-processing suite that manages both purchase and sales orders. It enables you to streamline processes between a customer placing an order and the product going out for delivery.
It enables multi-channel selling to effectively synchronize your orders from numerous sources whether it is from eCommerce, sales, or other sources with the flexibility to manage the cross-channel inventory, the increase in order fulfillment plus the need for a quicker turn-around.
Dynamics 365 Business Central is a centralized system to manage every area of your business, removing the stress and inefficiency of manual, time-consuming processes. Sales order management and stock control are two of the key areas of your business, but coupled with warehouse management, CRM, and your accounts & invoicing, the right solution can support your business to drive it to the next level.
It helps to streamline and automate business processes giving your sales reps the ability to place orders immediately when out on-site could increase sales opportunities. Reps can be kept informed about stock levels and pricing structures to allow for better sales negotiations.
With Dynamics 365 Business Central, you can shorten the time it takes to go from quote to cash by managing the entire process from inside your Outlook inbox.
Create quotes, process orders, and submit invoices without ever leaving Outlook:
Access live data directly from Microsoft Excel to update items, sales orders, and purchase orders:
Customize outgoing documents such as quotes and invoices in Microsoft Word:
Rest assured that all the work you do within these Microsoft 365 apps and Dynamics 365 Business Central is synchronized so that your data is always up to date.
You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms.
You must use sales orders if your sales process requires that you can ship parts of an order quantity, for example, because the full quantity is not available at once. If you sell items by delivering directly from your vendor to your customer, as a drop shipment, then you must also use sales orders. In all other aspects, sales orders work the same way as sales invoices. With sales orders, you can also use the Order Promising functionality to communicate certain delivery dates to your customers.
You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice or sales order when you agree on the sale. After the customer has confirmed the agreement, you can send an order confirmation to record your obligation to deliver the products as agreed.
You can easily correct or cancel a posted sales invoice before it is paid. This is useful if you want to correct a typing mistake or if the customer requests a change early in the order process. If the posted sales invoice is paid, then you must create a sales credit memo or a sales return order to reverse the sale.
Good sales and marketing practices are all about how to make the best decisions at the right time. Marketing functionality in Business Central provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.
Business Central Sales and Order Management allows you to perform tasks such as:
If you use Dynamics 365 Sales for customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances. For more information, see Use Dynamics 365 Sales from Business Central.
In business environments where the customer must pay before products are delivered, such as in retail, you must wait for the receipt of payment before you deliver the products. In most cases, you process incoming payments some weeks after delivery by applying the payments to their related posted, unpaid sales invoices. For more information, see Reconcile Payments Using Automatic Application.
Sales documents can be sent as PDF files attached to the email. The email body will contain an extract of the sales document, such as products, the total amount, and a link to the PayPal site. For more information, see Send Documents by Email.
For all sales processes, you can incorporate an approval workflow, for example, to require that large sales to certain customers are approved by the accounting manager. For more information, see Use Workflows.
Better monitor and control your sales and order processes with automated workflows and update your inventory levels without a second thought! Implement approvals and modify posted invoices to prevent any unnecessary or fraudulent purchases.
Act quickly when it comes to your sales-related enquires right from Outlook. Shorten your time spent on going from quote to cash by connecting your sales and accounting, as well as gaining the ability to easily manage multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.
Business Central Sales and Order Management help your business, especially in these three aspects:
Microsoft Dynamics 365 Business Central Sales and Order Management allows you to streamline processes within one ERP system providing end-to-end visibility of an order lifecycle – giving you and your business completer control and visibility.
By implementing Business Central Sales and Order Management for your business you can experience benefits such as:
| Alert Management | Catalogues |
| Credit Control | Document Format Management |
| eCommerce Integration | Mobile Sales |
| Order Promising | Price/Discount Management |
| Quote-to-Invoice Management | Retrospective Discount |
| Returns Management |
| Alert Management | Catalogues |
| Consignment Management | Quote-to-Invoice Management |
| Price/Discount Management | PO Budget Control |
| Requisitions-to-Invoice Management | Retrospective Discount |
| Returns Order Management | Vendor Management |
Offers a wide range of possibilities to fit any business needs including SMBs, manufacturers, retailers, wholesalers, e-commerce sellers, and brick-and-mortar operations. Business Central Sales and Order Management modules help businesses to scale in the digital economy and manage supply and demand for their products at the right place and the right time.
Using retail as an example, Business Central Sales Order Management touches on multichannel business services, from order entry and tracking and inventory stock and logistics to packaging and shipping.
Of course, then Dynamics 365 Business Central can be customized by adding using Power Platform solutions such as Power BI or Power Apps, third-party solutions, or developing custom code so the solution fits your needs and unique business processes.
Other industry domains served by OM software vendors include the following:
As you grow, it’s easy to add applications and configure Dynamics 365 Business Central to fit business needs or industry demands.
AppSource helps business owners do more with solutions like Dynamics 365 Business Central by providing an ecosystem of apps to discover, trial, and deploy. We’re simplifying the process of expanding Dynamics 365 Business Central by providing relevant, line-of-business solutions that integrate within the entire Microsoft Intelligent Cloud. Microsoft AppSource, our online library of solutions, enables business users to easily find and evaluate the line of business SaaS apps, add-ins, and content packs from Microsoft and our partners—including those built on top of Dynamics 365, Office 365, and the Azure platform.
With integrated add-on applications and Microsoft Power Apps, it’s easy and cost-effective to extend Dynamics 365 Business Central to fit your industry or business needs. Quickly create apps that work on any device using a Microsoft Office-like experience, templates to get started quickly, and a visual designer to automate workflows. Users can leverage built-in connections, or ones built by your company, to connect PowerApps to cloud services such as:
Do you want to learn more about Microsoft Dynamics 365 Business Central Sales Order Management? Then these videos are a great way to start. For a more personalized approach, please contact us.
Business Central, licensed by the assigned user, is available with Essentials or Premium levels of capabilities. You may license users either with an Essentials license or a Premium license, but not both. Business Central Sales and Management module is under the Essentials license.
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Agile Dynamics Solutions is the leading Microsoft Gold partner in Malaysia and has expertise working with businesses across all sizes and industries. ADS team of experts comes from different industries to ensure they understand customer needs and industry requirements to ensure customer satisfaction and render exceptional results so customers can go live with confidence.
Agile Dynamics Solutions is the leading Microsoft Partner in Malaysia and Cambodia with a team of experts. They have implemented 1,000s of projects across the region for small to large size businesses across numerous industries with a 100% implementation rate. ADS offers services for all Microsoft Dynamics 365 products including Sales and Order Management solutions such as free demo, pricing & licensing, support and maintenance, and migration to upgrade your system. Their dedicated Dynamics 365 Business Central team assists you in gaining the best efficiency throughout your project and ensures you go live with confidence!
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