Trade with Business Central

Optimizing Your Company's Core Processes

To succeed in a competitive business environment, it is crucial to have full control over all aspects of your company's operations. Our Business Central course, Trade with Business Central,  offers an in-depth overview of the essential functions that help your business optimize both the Order2Cash (O2C) and Procure2Payment (P2P) processes, as well as other key areas like sales, purchasing, procurement, returns management, and advanced analysis and reporting.

Who is the course for?

This course is designed for sales managers, purchasing managers, warehouse managers, financial officers, and other key personnel involved in managing business processes. The course is ideal for companies looking to maximize the benefits of their Microsoft Business Central solution by improving all aspects of their operations, with a particular focus on O2C and P2P processes.

What will you learn?

The course covers a broad range of topics, each critical to optimizing your company's processes. You will learn to:

• Sales Order Management (O2C Process):
  Set up and manage sales orders, reservations, and delivery options, which are crucial steps in the O2C process. You will also learn to handle prepayments and consolidate deliveries into a single invoice, ensuring an efficient and streamlined process from order to cash.

• Pricing Strategy and Discounts:
  Define and manage sales prices, customer price groups, and discounts. You will learn how to maintain prices and discounts effectively, giving you a competitive edge in the market.

• Customer Service Functions:
  Manage replacement items, item references, and catalog items. You will learn to optimize customer service by ensuring quick and accurate solutions to customer needs, including handling direct deliveries.

• Purchase Order Management (P2P Process):
  Set up and manage purchase orders, reservations, and receipt options, which are essential for an effective P2P process. You will also learn to handle purchase prices and discounts, ensuring that your procurement processes are both cost-effective and reliable.

• Procurement Management:
  Plan and manage purchases using the purchase journal. You will learn how to create purchase order proposals and manage item reordering, ensuring that your inventory management is optimal and cost-effective.

• Item Charges:
  Manage item charges and landing costs. You will learn how to allocate additional costs to purchase and sales deliveries and how this impacts inventory value and margin calculations.

• Lead Time Calculation:
  Set up and manage date calculations for accurate lead time estimation. You will learn to estimate deliveries for both sales and purchase orders and manage transfer order deliveries.

• Returns Management:
  Manage returns from both customers and vendors. You will learn to optimize return processes, helping maintain strong relationships with both customers and suppliers.

• Analysis and Reporting:
  Create sales and purchase analysis reports, dimension analysis, and budgeting. You will learn to use Business Central to generate accurate reports and analyses, providing a clear picture of your company's performance and helping make informed decisions.

Course Structure

The course is hands-on, where participants gain practical and theoretical experience working in Business Central through realistic business scenarios. This ensures that you can apply your knowledge directly to your daily operations and achieve tangible improvements in your company's processes.

Prerequisites

To get the most out of the course, we recommend that participants have access to Microsoft Business Central version 24 or higher and have a basic understanding of their company's financial and logistical processes.

Why choose this course?

By participating in this course, you will gain a comprehensive understanding of how to optimize all aspects of your company's operations with Business Central. The course provides you with the tools to improve efficiency, reduce costs, and strengthen your business in the market, with a particular focus on enhancing your O2C and P2P processes.

Registration and Further Information

Are you ready to optimize your company's processes and improve your business decisions? Enroll in our Business Central course today and get the tools you need to take your business to the next level.