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Follow the documents below to setup your company for Trading Business

Basic Company Configuration

1, Create New Company

2. Create Item

3. Create Customer

4. Create Vendor

5. Setup up units of measure

6. Create Location

General Ledger Setup

No Series

7. Sales & Receivable Setup

8. Purchase & Receivable Setup

9. Inventory Setup

Inventory Setup

Create Location

Master Data Setup

Setup up units of measure

Setup Payment Terms

Create Item

Create Customer

Create Vendor

Process of Trading Transaction

10. Purchase Order

11. Purchase Receipt

12. Invoice the Purchase Order

13. Review the posted purchase invoice and receipts

14. Sales Order

15. Sales Shipment

16. Sales Invoice 

17. Review the posted sales invoice and shipment


Business Central Sales Process