Dynamics NAV Sales Order Management

Key Features

  • sales orderDefine multiple ship-to and bill-to addresses, and multiple currencies per customer.
  • Set up individual tax jurisdictions for each customer.
  • Create and manage sales order quotes, individual sales orders, and blanket sales orders from the same interface.
  • Calculate availability and delivery dates. Determine if it’s possible to deliver on a particular date, or calculate a possible delivery date based on lead time or production time if inventory is not available.
  • Calculate invoice discounts automatically in both local and foreign currencies. Set up numerous invoice discount terms, including minimum amount, discount percentage, and/or a service charge.
  • Manage sales line pricing and sales line discounts on a per-customer or per-customer-group basis.
  • Accommodate campaign pricing.
  • Manage partial shipments.
  • Set up, post, and print customer invoices and sales credit memos.
  • Ship and invoice separately, including direct shipments and/or direct invoicing (i.e. skipping the order and/or shipping process).
  • Manage sales order returns, including the ability to receive items against the return order, and to link sales return orders with replacement orders.
  • Set up multiple shipping agents and translate their services (i.e. express, overnight, etc.) to shipping times.
  • Monitor Sales Order Management performance with KPIs, standard reports, and ad hoc reports.
  • Perform more advanced analysis on Sales Order Management data using NAV business intelligence tools, including PowerPivot.