Pricing

Title Unit Price
Unit Price
749,00 €

Product Description



Solution Content

  

Workpackage

Description

Preparation

- Basic considerations
- Coordinate numbering for master and transaction data
- Coordinate posting groups and dimensions with Financial Accounting
- Make decisions on price/discount policy

Setup

- Basic sales setup
- Define number series for master and transaction data
- Enter dimensions for later evaluations

Masterdata

- Enter general information of the customer card
- Assign payment and shippinginformation
- Maintain customer prices
- Maintain customer discounts
- Manage different billing information
- Maintain delivery addresses
- Maintain Salesperson codes
- Maintain contacts

Data transfer

If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as customer data with the satillite tables.

Processes

- Process Quotations
- Process Orders
- Create Invoices
- Process Return Orders
- Process Blanketorders
- Create Credit Memos
- Create Drop Shipment
- Create Special Orders
- Archive documents

Analysis

- Show History
- Show Ledger Entries
- Use various Reports

Training

Watch various training/learning videos to deepen the topics covered.

Benefits

After completing this project, you will be able to:

Create, change and migrate Customer

Create and post Sales Documents

Manage and create Salespersons

Create and Manage Posting groups

Create and Manage Numberseries

Create and Manage Dimensions

Use Sales Analysis and Statistics

Create and Manage Sales prices and discounts

Import Customer pictures


Duration

17.9 hours

 

Requirements

This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.

Recommended training:

  • BC2GO – Business Central Basics
  • BC2GO – Digital Consultant

 

Supported Countries

Business Central Localization: Germany, W1

Languages: English, German

 

Why Digital Consultant?

We gather the best information and best practices so you don't have to spend time to look for information from the vast world of the internet. We use the years of experience we have working with different clients to give you only the steps you need, from start to finish. We keep our solutions up-to-date with all the latest versions coming out. Prefer to watch a video? working better with text? we have it all, you choose what works best for you. No need to wait for a consultant to be available, you do it at your own pace.

 

DE- BC2GO-Verkauf Produktbeschreibung