Business Central Sales Process
Business Central has different features for sales process for allow user choose the process for achieve their business Requirement.
The diagram below shows how system can process the sales documents.
| Most common in Trade Business | Sales Document Process | Related Article |
|---|---|---|
| 1 | Sales Order => Post Shipment and Invoice | |
| 2 | Sales Order => Post Shipment => Sales Invoice => Post Sales Invoice | |
| 3 | Sales Quote => Sales Invoice => Pots Sales Invoice | How to Convert Sales Quotes to Order or Invoice |
| 4 | Sales Quote => Sales Order => Post Shipment and Invoice | How to Convert Sales Quotes to Order or Invoice |
| 5 | Sales Quote => Sales Order => Post Shipment => Sales Invoice => Post Sales Invoice | How to Convert Sales Quotes to Order or Invoice |
| 6 | Blanket Sales Order => Sales Order => Post Shipment and Invoice | How to Make Sales Order from Blanket Sales Order |
| 7 | Blanket Sales Order => Sales Order => Post Shipment => Sales Invoice => Post Sales Invoice | How to Make Sales Order from Blanket Sales Order |
NOTE:
Typically, sales order or sales invoice are able to use for sales. You can consider the scenarios that you must use sales order instead of sales invoice.
- If you need to process a partial shipment
- If you need to process a drop shipment (i.e. sell items that your vendor delivers the goods to your customer directly)
- If you need to process a special order (i.e. please the back-to-back order to vendor for sell the goods to customer)
- If you need to include warehouse process such as pick and pack.