Depending on the nature of the goods to be sold or the work flow that is agreed upon with the customer, sales may begin with a sales quote or a blanket sales order, and in that case it will always be processed in a sales order. Apart from full integration to customer management features, the sales order document supports a wide range of supply chain functionality. Sales must be entered and validated in the sales orders document if the nature of the product or the logistical setup require separate physical handling or internal order fulfillment. If the sales process does not require that the physical transaction be recorded separately, then a sale may be entered directly in a sales invoice only or in a G/L journal.
Other order entry features include quick sales line creation from standard sales codes, order promising functionality, approval workflow, order promising functionality, and insight to customer and item statistics.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Create a sales order manually with no prior quote or blanket order. | |
Learn about using the different customer address types: Sell-To, Bill-To, and Ship-To. | |
Sell goods without having to post the shipment separately from the sales invoice. | |
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms, using the simplified features in Microsoft Dynamics NAV. | |
Create a sales order by converting a blanket sales order to one or more separate sales orders. | |
Copy document lines from other sales documents. | |
Create recurring sales order or invoice lines quickly by using standard customer sales codes. | |
Calculate the earliest possible date that an item is available for shipment in order to promise exact delivery dates to customers. | |
Insert additional text relating to the item or order in a separate sales order line, such as "Thank you for your order". | |
Select and apply a different sales line discount than the discount applied by the system according to the best price principle. | |
Select and apply a different sales line price than the price applied by the system according to the best price principle. | |
Calculate the recorded customer invoice discount on a sales line when the item and quantity is entered. | |
Create a sales document for the usage of resources recorded as time spent on, for example, a job. | |
Reserve item from inventory or inbound orders to be used on sales order lines when they are due for shipping. | |
Reserve items with serial/lot numbers by making a specific or non-specific reservation. | |
Fulfill a customers request to buy from a specific lot by specifying this lot on the sales order and requiring the warehouse worker to pick from this lot. | |
Track from the sales order to any purchase order or production orders that is automatically reserved by the planning system to cover the sales demand. | |
View information relating to a sales document, such as comments, vendor details, and posted entries. | |
Print an order confirmation document to be sent to the customer. |