Vendor Management
With Dynamics 365 Business Central, create a vendor card for each supplier you make purchases from, enabling efficient management and easy access to vendor information.
Purchase Quote
Create purchase quotes to reflect requests for quotes from vendors, which can later be converted into purchase orders once terms are agreed upon.
Purchase Order
The system offers functionality to confirm purchase orders with vendors, ensuring that orders are acknowledged and processed efficiently.
Purchase Invoices
Create purchase invoices to document agreements with vendors, reflecting the terms and conditions of purchasing products, ensuring accurate financial records.
Purchase Items for Sales
Dynamics 365 Business Central allows you to create a purchase invoice for all or selected lines from a sales invoice, providing flexibility in managing your procurement and sales transactions.
Purchase Returns
Create a credit memo for a specific posted sales invoice to indicate which products will be returned to the vendor and the refund amount to be issued to the customer.
Combine Receipts on Single Invoice
Prepare to invoice multiple receipts from the same vendor by consolidating them into a single invoice, streamlining the billing process and improving efficiency.
Electronic Documents
Effortlessly convert electronic invoices from vendors into purchase invoices directly within the system.
Date Calculation for Purchase
The system automatically calculates the necessary order dates to ensure that items are received on the desired date, streamlining procurement planning.
Merge Duplicate Records
Easily resolve confusion and maintain accurate data by merging multiple records for the same vendor, ensuring consistency and clarity.
Inventory Management
Optimize inventory management by reviewing aged inventory, tracking top-selling items, calculating lead times, and anticipating future needs to improve stock control.
Item Master Management
With Dynamics 365 Business Central, create item cards for inventory items that you trade, helping you organize and manage your stock efficiently.
Bill of Materials
Define parent items sold as kits, consisting of components that are assembled either to order or for stock, ensuring accurate product structure management.
Item Categorization
Maintain an organized overview of your items by categorizing them, making it easier to sort and locate products based on their type.
Item Attributes
Assign various item attributes to your products to assist in sorting, searching, and identifying items with different characteristics.
Item Catalog
Create special item cards for items that you offer to customers but don’t maintain inventory for, streamlining your product offerings.
Inventory Counting
Make adjustments to inventory data and perform physical counts, ensuring accuracy in stock levels and maintaining up-to-date records.
Item Availability
View the availability of items by location, period, or sales/purchase events, and check their use in assembly or production BOMs to ensure sufficient stock.
Inventory Transfer
Efficiently transfer inventory items between locations with transfer orders or the reclassification journal, improving warehouse management.
Item Reservation
Reserve inventory or inbound items for sales, purchase, service, assembly, or production orders to prevent stock shortages.
Item Tracking
Track where serial or lot numbers were used throughout the supply chain, helpful in situations such as product recalls.
Block Items
Prevent certain items from being entered on sales or purchase lines or from being posted in transactions by blocking them, ensuring control over inventory usage.
