Abakion Go Training – Sales and customers

After this training you have gained basic knowledge regarding how to create master data related to customer and sales. You can create, edit and delete master data related to customer and sales and have gained basic knowledge regarding best practice sales processes.​

In this training session we take a dive into sales processes in Business Central. We start with the customers which is one of the core master data entities for most companies.

We go through the process of how to create them – focusing on the most important fields – and how to create relevant related data such as prices and discounts.

We then move to daily sales processes including the document flow from quote over order and invoice as well as return orders and credit memos.

Finally, we look at the transaction entries generated in the module and tips for navigation and most used standard sales and customer reports.

Content:

– Master Data
– Create customer and customer list
– Create sales prices
– Create sales discounts
– Sales processes
– Sales quote
– Sales order
– Sales return order
– Sales invoice
– Sales credit memo
– Transactions
– Item ledger entries and navigation
– Customer ledger entries and navigation
– Sales and customer reporting”