You can use Microsoft Dynamics NAV to manage all common sales processes and information, such as quotes, orders, and returns. There are also tools to plan and manage different types of customer information and transaction data.

Before you can start to manage sales, you must configure your sales policies and values, initially to set up general sales setup and periodically to create master data for customer records. When configuration tasks are complete, you can use various customer management and sales functionality for central processes, such as to sell goods and forecast future sales.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Set up the company's general sales policies, specific rules and values for individual vendors, including their price, discount, and payment agreements.

Configure Sales Processes

Enter different forecast figures, such as sales budgets, production demand for sold and produced items, and blanket sales orders, to input to high-level sales and production planning.

Establish Sales Forecasts

Create and process quotes, enter and process sales orders, and manage the return of goods from customers.

Sell Goods