Set up sales

Path: Business functionality > Set up Business Central > Set up sales · tier official · system sales · narrative reviewed (checked by Opus)

Overview

This section groups the setup tasks needed before you manage sales. It starts with an overview page listing the tasks: registering customers, adding payment service extensions, setting sales pricing and discounts, setting up salespeople, defining document sending profiles, and VAT verification.

The pages fall into a few groups. Customer and people setup covers customer cards, templates, credit limits and salespeople. Pricing covers special prices and discounts, customer price groups, customer discount groups and the general prices and discounts page. Logistics and documents cover shipping agents, shipment methods, sending documents and emails, document sending profiles and payment services. Smaller pages cover invoice posting policies, stockout warnings and updating document dates with posting dates.

Start with the overview of tasks, then follow the page for the area you need. The Set up subscription billing subtopic covers recurring billing configuration separately.

Key points

• The overview page lists the setup tasks: customer registration, payment service extensions, pricing and discounts, salesperson setup, document sending profiles and VAT verification.
• Customer cards can use templates, credit limits with overdue balance warnings, dimension templates and salesperson assignment by ship-to address.
• Pricing pages cover price lists, line and invoice discounts, best price calculation, customer price groups and customer discount groups; the new pricing experience came with 2020 release wave 2 and Edit in Excel is supported.
• Invoice posting policies can prohibit, allow or require posting of sales and purchase invoices together with shipments or receipts.
• Payment services such as PayPal Payments Standard and WorldPay Payments Standard add payment links to emailed sales documents so customers can pay directly.
• Document sending profiles set preferred sending methods, either as a default or per customer card, and work with the post and send action.
• Shipping agents with services and tracking support package tracking and order promising dates; shipment methods can represent Incoterms.
• A stockout warning notifies users when sales order quantities exceed available inventory.

Subtopics

• Set up subscription billing (7 pages)

More Learn pages

• Define an invoice posting policy for users: Use invoice posting policies to control whether a user can post sales and purchase invoices.
• Display a stockout warning: Learn how to control whether a warning displays when an order quantity exceeds inventory levels for an item.
• Enable customer payments with payment services: Make it easier for customers to pay their invoices by enabling customer payments through payment services.
• How to Set Up Shipping Agents: Learn how to set up a code for each of your shipping agents and enter descriptive information about each of them and the services they provide.
• Overview of tasks to configure sales processes: Overview of tasks required to set up rules and values that define your sales policies and processes including general set-up and finance related sales set-up.
• Record special sales prices and discounts: Describes how to define pricing and discount agreements for sales documents.
• Register new customers by creating a Customer Card: Describes how to create a customer card to register information about each new customer or client you sell to.
• Send documents and emails: You can define content to insert into the body of an email message, for example, a PayPal link. You can also attach documents to email messages.
• Set Up a Salesperson | Microsoft Docs’: You can set up a identifier for each of your salespeople, so you can track an individual’s performance or assign a salesperson to a contact.
• Set up customer discount groups: Learn how to set up customer discount groups and create sales line discounts for those groups.
• Set Up Customer Price Groups: Learn how to set up customer price groups and create sales prices for those groups.
• Set Up Preferred Methods of Sending Sales Documents | Microsoft Docs: Describes how to set up each customer’s preferred method of sending sales documents, for example, email, PDF, electronic document, and so on.
• Set up prices and discounts: Describes how to define standard and special price and discount agreements for sales and purchases.
• Set Up Shipment Methods: You can set up a code for each of your offered shipment methods, and enter information about them.
• Updating document dates with posting dates: Learn how to make sure that document dates on sales and purchase documents match their posting dates.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• Warn Salespeople That a Product Will Soon be Out of Stock (video): “Stock out warning on sales lines; Stock out warning toggle”
• Comparing Classes and Templates between Dynamics GP and Dynamics Business Central (2024) (video): “Customer templates; Posting groups in customer templates”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 7 “Customer Price Groups” · on Table 6 “Customer Price Group”
• Page 11 “Shipment Methods” · on Table 10 “Shipment Method”
• Page 21 “Customer Card” · on Table 18 “Customer”
• Page 22 “Customer List” · captioned “Customers” · on Table 18 “Customer”
• Page 33 “Customer Lookup” · captioned “Customers” · on Table 18 “Customer”
• Page 41 “Sales Quote” · on Table 36 “Sales Header”
• Page 42 “Sales Order” · on Table 36 “Sales Header”
• Page 43 “Sales Invoice” · on Table 36 “Sales Header”
• Page 130 “Posted Sales Shipment” · on Table 110 “Sales Shipment Header”
• Page 170 “Standard Sales Code Card” · captioned “Standard Sales Lines Card” · on Table 170 “Standard Sales Code”
• Page 172 “Standard Sales Codes” · captioned “Recurring Sales Lines” · on Table 170 “Standard Sales Code”
• Page 300 “Ship-to Address” · on Table 222 “Ship-to Address”
• Page 301 “Ship-to Address List” · on Table 222 “Ship-to Address”
• Page 367 “Post Codes” · on Table 225 “Post Code”
• Page 368 “Order Address” · on Table 224 “Order Address”
• Page 369 “Order Address List” · on Table 224 “Order Address”
• Page 428 “Shipping Agents” · on Table 291 “Shipping Agent”
• Page 456 “No. Series” · on Table 308 “No. Series”
• Page 459 “Sales & Receivables Setup” · on Table 311 “Sales & Receivables Setup”
• Page 460 “Purchases & Payables Setup” · on Table 312 “Purchases & Payables Setup”
• Page 461 “Inventory Setup” · on Table 313 “Inventory Setup”
• Page 512 “Customer Disc. Groups” · on Table 340 “Customer Discount Group”
• Page 785 “Customer Picture” · on Table 18 “Customer”
• Page 1330 “Update Address” · captioned “Do you want to update the address?”
• Page 1380 “Select Customer Templ. List” · captioned “Select a template for a new customer” · on Table 1381 “Customer Templ.”
• Page 1381 “Customer Templ. List” · captioned “Customer Templates” · on Table 1381 “Customer Templ.”
• Page 1382 “Customer Templ. Card” · captioned “Customer Template” · on Table 1381 “Customer Templ.”
• Page 1401 “Sales No. Series Setup” · on Table 311 “Sales & Receivables Setup”
• Page 1627 “Office No Customer Dlg” · captioned “Create customer record?” · on Table 5050 “Contact”
• Page 7001 “Price List Lines” · captioned “Lines” · on Table 7001 “Price List Line”
• Page 7011 “Purchase Price List Lines” · captioned “Lines” · on Table 7001 “Price List Line”
• Page 7015 “Sales Price Lists” · on Table 7000 “Price List Header”
• Page 7016 “Sales Price List” · on Table 7000 “Price List Header”
• Page 7017 “Purchase Price Lists” · on Table 7000 “Price List Header”
• Page 7018 “Purchase Price List” · on Table 7000 “Price List Header”
• Page 7022 “Price Worksheet” · on Table 7022 “Price Worksheet Line”
• Page 7024 “Prices Overview” · on Table 7001 “Price List Line”
• Page 7177 “Available Credit” · on Table 18 “Customer”
• Page 9080 “Sales Hist. Sell-to FactBox” · captioned “Sell-to Customer Sales History” · on Table 18 “Customer”
• Page 9081 “Sales Hist. Bill-to FactBox” · captioned “Bill-to Customer Sales History” · on Table 18 “Customer”
• Page 9084 “Customer Details FactBox” · captioned “Customer Details” · on Table 18 “Customer”
• Page 9301 “Sales Invoice List” · captioned “Sales Invoices” · on Table 36 “Sales Header”
• Page 9305 “Sales Order List” · captioned “Sales Orders” · on Table 36 “Sales Header”
• Page 8008 “Imported Service Objects” · captioned “Imported Subscriptions” · on Table 8008 “Imported Subscription Header” · via Set up subscription billing
• Page 8009 “Imported Service Commitments” · captioned “Imported Subscription Lines” · on Table 8009 “Imported Subscription Line” · via Set up subscription billing
• Page 8013 “Imported Customer Contracts” · captioned “Imported Customer Subscription Contracts” · on Table 8010 “Imported Cust. Sub. Contract” · via Set up subscription billing
• Page 8051 “Service Contract Setup” · captioned “Subscription Contract Setup” · on Table 8051 “Subscription Contract Setup” · via Set up subscription billing
• Page 8054 “Contract Types” · captioned “Subscription Contract Types” · on Table 8053 “Subscription Contract Type” · via Set up subscription billing
• Page 8059 “Service Objects” · captioned “Subscriptions” · on Table 8057 “Subscription Header” · via Set up subscription billing
• Page 8061 “Item Serv. Commitment Packages” · captioned “Item Subscription Packages” · on Table 8058 “Item Subscription Package” · via Set up subscription billing

Learn also names 1 object with no object page: page/2107.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.