Join Gini von Courter for an in-depth discussion in this video View the sales home page, part of Learning Dynamics 365 (2017).
- [Instructor] In the same way that the purchasing module allowed us to track purchases from the point where we were putting together an order to receive those items into our inventory and paying for them in our accounting system, we will be doing the corresponding types of business processes for sales. Our lists in sales include our customers, the ability to create a sales quote, then to convert that quote into an order, and when the order has been delivered to create a sales invoice which is comparable to the purchase invoice that we saw in the purchasing system.
We have the ability to provide credit memos to our customers if for example, an item has been returned, and these are all our active items. Invoices and credit memos are reviewed, and then are posted and that's how they enter our accounting system. If we're looking for our historic data about invoices or credit memos, you'll see those in the two lists that are named posted: Posted Sales Invoices and Posted Sales Credit Memos. Let's check out the ribbon for our customers list. Note that we can quickly and easily add a new customer, edit the existing customer, view the customer's card, delete a customer, and we saw how to do all of those activities earlier.
Now we can also create a sales quote for the selected customer, a sales invoice, a sales order, a sales credit memo. Those four types of documents for sales. We can also open the content card and we can edit this list or this page in Excel. Actions that we can take that relate specifically to customers, we can assign a tax area to the customer. A tax area for example, would be a state or province, and we have reports about sales, not surprisingly, our top 10 customers, our customer sales list, statistics about sales, and then finance reports that are based on sales, a statement of customer transactions, a detail trial balance for a customer, and aged accounts receivable when a customer has payments that are overdue.
Let's open up the customer form for Trey Research. Here's our customer card, information about invoicing, information about payments, terms and communication, information about shipping methods that are available for this customer, special prices and discounts that we can create and apply on a customer-by-customer basis, statistics for this customer, what their sales were this year, what they currently owe, and what is the total that's owed.
If this is current then we know some of this is overdue and those overdue payments are listed here. Notice that when we look at the detail, we see our contact here, Helen, but we also see that we have one quote in the system right now, one invoice, and a deep history. 45 sales invoices, no posted credit memos. Remember that if you see a Show More link, then there's more information that's available that you can display about a customer. The ribbon provides us with some shortcuts to different areas on the customer card.
For example, different ship-to addresses. We are shipping to Chicago or Miami, we can add a new shipping address for Trey Research. When we are entering a shipping address, you'll notice that we have the ability to show that address on a map, and we can also have a distinct tax area code for a shipping address, and a distinct contact for a shipping address. Who receives the items that we ship to the facility in Chicago versus the facility in Miami. We have the ability to have multiple bank accounts for customers, and multiple contacts for customers.
The sales module is appropriately contact-centric, so we will begin a new sales interaction with a contact. And we'll do that in the next movie.
In this course, learn how to power your business with Dynamics 365, Business edition. Gini von Courter walks you through how to navigate the suite, create and edit records, and print reports. She also shows you how to work with vendor information, create and post invoices, manage sales interactions, apply customer payments, reconcile accounts, and more.
- Identify the factor that influences the information that you see when you log in to Dynamics 365.
- Recall what occurs when a potential customer might want to receive more information and could potentially make a purchase.
- Explain what you must do to turn a quote into an order.
- Recognize what Outlook for financials allows you to integrate with your email.
- List what the Microsoft Dynamics 365 for Financials app is available for.
- Name the process of applying payments you have made and received.