Everything You Need to Know About Sales Order Entry in the Business Central Mobile App
Now more than ever, it’s essential for businesses to be able to keep track of sales and other important business data via mobile.
The Microsoft Dynamics 365 Business Central mobile app is fully synced with the Dynamics 365 web application, allowing for a seamless user experience. Business Central users can now browse through business data, review KPIs, send quotes and invoices, and access customer history on the go.
Particularly for traveling sales teams, the ability to enter a sales order into Business Central from a mobile device is a major asset. In this blog post, we’ll look at how to:
● Enter a sales order in Business Central
● Post the sales order
● Send the sales order to the appropriate customer
● Review the customer’s balance
...all via the Business Central mobile app.
Are you struggling with your current business management solution? Thinking about switching to Dynamics 365 Business Central? The experts at JourneyTEAM are here to help! Visit our Dynamics 365 Business Central page to learn more.
Entering a Sales Order in the Business Central Mobile App
To get started, log into the Dynamics 365 Business Central app on your mobile device. You’ll immediately be presented with a concise overview of your most important metrics, all of which are live and full synchronized with the online application.
To access the sales order feature, tap the ellipsis in the bottom right hand corner of your screen. Under New Document, select Sales Order. Next, choose the relevant customer from your customer list.
Business Central will automatically fill in the customer’s contact information for you. When you’re ready to add your line items to the sales order, swipe up from the bottom of your screen and select the plus button next to Lines. Choose the correct item(s) from the Descriptions drop down menu, enter the quantity, and then click the back arrow at the bottom of the screen to go back to the previous screen.
Posting and Sending Your Sales Order
Once you’ve added all of the line items to your sales order, it’s time to post and send it.
First, select the ellipsis at the bottom of the Sales Order screen. You’ll be presented with a list of options, including both Post as well as Post and Send. If you just want to post your order, choose Post. If you want to post the order and simultaneously send an invoice to the appropriate customer, select Post and Send.
If you choose Post and Send, you’ll be prompted to confirm that you want to send the invoice as a PDF. Next, you can choose to either ship, invoice, or ship and invoice the item. Finally, Business Central will create an email for you with the customer’s information pre-filled and the relevant invoice attached. It’s as easy as that!
Review Customer Balance via Mobile
Once you’ve sent an invoice, it’s easy to review a customer’s balance right from the Business Central mobile app.
From the Business Central app home screen, select the button with three stacked lines at the bottom left hand corner of your screen. Choose Customers, select the customer in question, and select their balance to see a list of sales orders for that customer.
Make the Switch to Dynamics 365 Business Central
With Dynamics 365 Business Central, it’s easier than ever before to track sales, manage your company’s financials, automate your supply chain, improve customer experience, and optimize every aspect of your organization. Plus, Business Central’s mobile integration means that all of this can be accomplished on the go from a mobile device.
Ready to switch to Business Central? As the 2019 Microsoft US Partner of the Year for Dynamics 365 Business Central, JourneyTEAM can help your business make the transition. Click here to contact us today!