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Overview of Tasks to Configure Sales Processes |
Outlines tasks to set up rules and values to define your sales policies and processes. |
SorenGP |
dynamics-nav-2018 |
article |
na |
na |
na |
trade, sell, configure |
08/23/2017 |
sgroespe |
HT |
a16640e014e157d4dbcaabc53d0df2d3e063f8f9 |
620d8d2fcdc62249ce5bad6718519211e50cdbac |
en-gb |
10/26/2017 |
Before you can manage sales processes, you must configure the rules and values that define the company's sales policies.
You must define the general setup, such as which sales documents are required and how their values are posted. This general setup is typically performed once during the initial implementation.
A separate series of tasks related to registering new customers is to record any special price or discount agreements that you have with each customer.
Finance-related sales setup, such as payment methods and currencies, are covered in the Finance Setup section. For more information, see Setting Up Finance.
| To | See |
|---|---|
| Create a customer card for each customer that you sell to. | How to: Register New Customers |
| Enable customers to pay through PayPal by choosing the PayPal logo on sales documents. | How to: Enable Customer Payment Through PayPal |
| Enter the different discounts and special prices that you grant to customers depending on item, quantities, and/or date. | How to: Record Sales Price, Discount, and Payment Agreements |
| Set up salespeople so that you can assign them to customer contacts or measure salespeople's performance as a basis for calculating the sales commission or bonus. | How to: Set Up Salespeople |
| Specify for individual customers or for all customers how sales documents are sent by default when you choose the Post and Send action. | How to: Set Up Document Sending Profiles |
| Set your email up to contain a summary of information in the sales document that is being sent. | How to: Send Documents by Email. |
| Use an EU web service to verify a customer's VAT registration number. | How to: Verify VAT Registration Numbers |
| Enter information about the different transportation vendors you use, including a link to their package tracking service. | How to: Set Up Shipping Agents |