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Good sales and marketing practices are all about how to make the best decisions at the right time. Marketing functionality in Project “Madeira” provides precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.
You create a sales quote to record your offer to a customer to sell certain products on certain delivery and payment terms. You can send the sales quote to the customer to communicate the offer. You can email the document as a PDF attachment. You can also have the email body prefilled with a summary of the quote.
While you negotiate with the customer, you can change and resend the sales quote as much as needed. When the customer accepts the quote, you convert the sales quote to a sales invoice or a sales order in which you process the sale.
You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms.
After the customer has confirmed the agreement, for example after a quote process, you post the sales invoice to create the related quantity and value entries in your system. When you post the sales invoice, you can also email the document as a PDF attachment. You can have the email body prefilled with a summary of the invoice and payment information, such as a link to PayPal.
You create a sales order or sales invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms.
You use sales orders if your sales process requires that you can ship parts of an order quantity, for example, because the full quantity is not available at once. In all other aspects, sales orders work the same way as sales invoices.
You can correct or cancel a posted sales invoice. This is useful if you make a mistake or if the customer requests a change.
If your customer wants to return or get reimbursement for items or services that you have sold and received payment for, you must create and post a sales credit memo that specifies the requested change. To include the correct sales invoice information, you can create the sales credit memo from the posted sales invoice or use a copy function.
Customers are the source of your income. Each customer who you sell to must be registered as a customer card.
Before you can register new customers, you must set up various sales codes that you can select from when you fill customer cards.
"Sales" is part of the Project "Madeira" (Preview of Dynamics 365) line of products, developed by Microsoft.
Project "Madeira" (Preview of Dynamics 365) is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.