Configure and manage sales, and customers in Dynamics 365 Supply Chain Management

With Dynamics 365 Supply Chain Management, your organization can set up order to cash to streamline and enhance the efficiency of your organization's business processes.

Working with the order to cash process is crucial for businesses because it ensures the smooth flow of operations from receiving customer orders to receiving payment. Efficient management of the order to cash process leads to increased customer satisfaction, reduced order processing times, improved cash flow, and better financial visibility. By streamlining order processing, invoicing, and payment collection, businesses can optimize resource allocation, minimize errors, and enhance overall profitability.

The order to cash process manages the life cycle of the sales process, which consists of sub processes of receiving and processing customer sales. The invoicing and accounts receivable functions in the process determine the company's cash inflows.

Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.

Large organizations often buy and sell among their subsidiaries. Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while all documents are automatically generated for the participating legal entities, thus saving the organization time and money.