Monthly Archives: November 2020

Correcting a posted sales invoice in Microsoft Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, once a sales invoice is posted that transaction cannot be edited. If that transaction is posted incorrectly and changes need to be made, you can do so through a correction process. Rather than creating a whole new sales order and crediting back the incorrect order this process can save you quite a bit of time.

  1. Search > Posted Sales Invoices
  2. Select invoice that needs correction
  3. Select Correct – You have three correction options to choose from   

      Correct – Will reverse the posted invoice and automatically create a new invoice with the same information so you can correct before posting. This posted invoice will automatically be canceled.

      Cancel – Will create and post a sales credit memo that reverses the posted sales invoice. The posted sales invoice will be canceled.

      Create Corrective Credit Memo – Will create a credit memo for the posted invoice that will need to be completed and posted manually to reverse the posted invoice. This allows you to issue a credit memo for a partial amount.

Thinking about switching to Business Central? Contact sales@syssolutionsllc.com to learn about how Business Central can improve your business.

Take Advantage of Native CRM Capabilities within Microsoft Dynamics 365 Business Central

Business Central is a complete retail management solution including built in CRM Capabilities. Native CRM features allow you to quick access to everything you need to effectively manage your business.

Sales users have access to campaign management & pricing, contact classification & management, opportunity management, relationship management and more! These features are available to managers, and sales staff roles. These roles have their own focused dashboard with information about your sales pipeline, numbers and even Microsoft’s Power BI reports.

Use Business Central’s CRM to track activity with contacts or with customers. Contacts can be identified as a person or a company. Opportunities are associated with either a person or a company and set to follow a specified sales cycle stage to guide the user through your process. The sales cycle is completely customizable to fit your business’s needs. You can create as many cycles as needed. The specific stages are also 100% flexible. You can require quotes, allow certain stages to be skipped and even assign a chance of success to each stage. This not only creates a clear roadmap for each sale, but it also allows you to better forecast future business.

You can also utilize Business Central’s questionnaire to learn more about the people you do business with. Create multiple questionnaires to learn important information about companies, individuals and vendors. Store information like company size, ownership and relation when working with a new organization. You can ask new customers a variety of questions including interests, product or brand preference and even products that you don’t currently carry that they were shopping for, that way if those products are added you would be sure to let them know.

Want to see Business Central’s CRM capabilities in action? Click here! To learn more about Microsoft Dynamics 365 Business Central contact sales@syssolutionsllc.com today!

Using Item Categories in Microsoft Dynamics 365 Business Central

Business Central allows you to add your items to categories. Setting up categories for items make it easier to sort, search and filter. Categories are flexible, you can create as many as needed for your business. Within each category you can also create a sub-category allowing each section to have its own hierarchy. For example, you could have a category for Raw Materials that your store sells. Within that category you can have sub categories like Lumber > Pressure-Treated Lumber or any other category distinctions that need to be made.

Adding items to a category is simple. Enter the Item Category Code on the item card upon creation and that’s it. Contact sales@syssolutionsllc.com to learn more about Business Central. Want to learn more about item categories? Click here to watch a video on how to create item categories in Microsoft Dynamics 365 Business Central.

Personalize your Business Central Experience!

Any Microsoft Dynamics 365 Business Central page can be customized to fit your business’s needs. You can rearrange data, add or remove fields and customize layouts. Personalization allows you to tailor the screens to improve your efficiency. No programming knowledge is needed to Personalize! Simply select Settings > Personalize on any page to open a drag and drop style editor. You can customize menus, pin menus to screen, bookmark pages and more!

Personalization like this is only found with Microsoft Dynamics 365 Business Central. Easily adding or removing features allows your software to fit your business like a glove, no matter how it grows or changes. Contact sales@syssolutionsllc.com to learn more!