Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

Questions about processes

Take the example of your sales process. What is the start point for your sales orders? Customers pick up the phone, call you, and tell you exactly which items they want in what quantities. Or maybe you receive orders by email, customers submit them through a website, or orders are submitted through EDI. Or maybe your salesperson visits your customers and gets sales orders, customers ask you for sales quotes that finally get accepted (and hence converted into a sales order) or rejected, or you have blanket sales orders for a certain period of time, after which you do not receive any further sales orders.

In reality, it may be a combination of all of these and other methods to get sales orders into the system. It's ...