How to create a sales quote and a sales order in MsDyn365 Business Central.
Автор: Tek Na Msangi
Загружено: 2022-04-20
Просмотров: 151
Описание:
You create a sales quote to record your offer to a customer or a prospect to sell certain products on certain delivery and payment terms. You can send the sales quote to the customer to communicate the offer. You can email the document as a PDF attachment.
While you negotiate with the customer or prospect, you can change and resend the sales quote as much as needed. When the customer accepts the quote, you convert the sales quote to a sales invoice or a sales order in which you process the sale.
In this video we create a sales quote and sales order in #MsDyn365BC.
The Chapters.
0:00 | Introduction
0:40 | Create A Quote
5:00 | Convert Quote To A Order
9:20 | Verify Postings
10:00 | Receive Payments
12:49 | Conclusion
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