Let’s have a look at the sales features of Dynamics 365 Business Central and specifically how easy it is to process a sales order from your mobile device. Business Central offers free apps for Android, Windows Mobile, and Apple. While you are on the road you can effortlessly access Business Central from your phone.
Create a Sales Order on your Mobile
The Dynamics 365 Business Central app has various handy on-the-go features, such as being able to create a sales order from your phone. To use this feature, keep your app synced with your PC, make sure you remain logged into the same company.
On the app, from the main menu (the three dots on the bottom right) select a new sales order. Next you can select the customer and view the posting date, order date, due date, and requested delivery date for the customer’s order.
You can then start adding items to the sales order. If you have multiple warehouses, select the location from where the order must be dispatched. The system also allows you to specify a drop shipment coming directly from the vendor to the customer.
View an Updated Sales Order
The system will update the amounts as you go, depending on discount and VAT. Once you’ve completed the sales order, you can click on the ellipsis and scroll down to post and send the selected order. Thereafter you can select ship and invoice. The system will automatically generate an invoice number.
After completing the new sales order, you can view the updated balance for the customer. Click on the tab all the way on the left with the three parallel lines. Next, select “Customers” and then the customer whose account you want to review. If you select the balance, the system will open the detailed ledger for the customer.
Start Using Microsoft Dynamics 365 Business Central
If you want to start using Microsoft Dynamics 365 Business Central, reach out to us on email, or via our website, or on social media. Dynamics Africa has the largest channel of experienced Dynamics partners on the African continent. With decades worth of experience in a variety of industries, our partners has what it takes to get you up and running in no time!