Get started with Trade in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Inventory Management Courses

Course Description

Overview

Module 1: Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.

In this module, you will:

Create an item in Business Central.
Create a customer in Business Central.
Create a vendor in Business Central.

Module 2: Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

In this module, you will:

Set up sales and receivables.
Set up purchases and payables.
Assign number series for sales and purchase documents.
Create locations.
Make locations mandatory by using inventory setup.

Syllabus

Module 1: Work with Trade master data in Microsoft Dynamics 365 Business Central

Introduction
Set up units of measure
Assign characteristics to an item
Set up item categories
Manage customers
Merge customer accounts
Manage vendors
Merge vendor accounts
Manage resources
Configure salespeople and purchasers
Exercise - Create a new item and a new location and link them to a vendor
Check your knowledge
Summary

Module 2: Set up Trade in Microsoft Dynamics 365 Business Central

Introduction
Purchases and payables setup
Set up locations
Inventory setup
Check your knowledge
Summary

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