Tag Archives: Sales Quote
Creating Sales Order/Sales Quote from POS in LS Central
Introduction LS Central allows us to create a Sales Order or Sales Quote directly from POS. I will be demonstrating the same below in this blog. Pre-requisites LS Central v16+ Business Central OnPrem/OnCloud References Suspend Type, Sales Type (lsretail.com) Configuration Search for “Sales Type” in Business Central Create a new record titled “SALES ORDER” in it. Make sure to set the Suspend Type to Sales Order/Sales Quote as required. I am setting it to Sales Order for this example. Log In to your POS with a POS Super User account and Right click on a button and go to button properties, I’m using the default “SUSPEND” button for example here. Set the command to “SUSPEND” and the parameter to the “Sales Order” record you created a few moments ago. Once this is done, create a new Transaction with a Customer and then click on the button. In the confirmation box, click on Yes. If you check in Business Central now, you can see that a new Sales Order has been created. You can also see the same from POS itself if you click on the “Sales Order” button that we created just now. Conclusion: Thus we saw how to create a Sales Order/Sales Quote directly from POS. Happy Coding!
Work Description field in Sales Quote in NAV 2017
In NAV 2017, Microsoft have added new field in Sales Area i.e. Work Description, which help users to add details about the Sales Quote and which gets copied over to Sales Invoice. This is the important field for the Sales people to give special instructions which can be used for Production if the goods are to be produced or for Stores department or Dispatch department for trading goods. The field is used to stored detailed information about the Order. There is no limitation on number of characters and it gets copied over to Posted Sales Invoice. It is a small feature in the system introduced in NAV 2017 but can be very useful.