Sales and Marketing

Click the links below to watch the videos!

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Set up Sales Prices for a Customer

Watch this video to see how you can set up sales prices for a customer.

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Set up Sales Line and Invoice Discounts

Watch this video and see how to see how to set up sales line and invoice discounts

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Set up Document Sending Profiles

Watch this video to learn how to set up document sending profiles in Dynamics NAV.

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Convert a Sales Quote to a Sales Order

Learn how to convert a sales quote to a sales order with this video!

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Apply a Customer Payment

In this video, we'll show you how to apply a customer payment in Microsoft Dynamics NAV.

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Set up Salespeople

Learn how to set up salespeople in Dynamics NAV.

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Customer Card Overview

See an overview of the customer card in Dynamics NAV.

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Customer Discount Overview

In this video, get an overview of customer discounts in Dynamics NAV.

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Create a Sales Quote

In this video, learn how to create a sales quote.

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Create a Sales Return Order

In this video, we'll show you how to create a sales return order in Microsoft Dynamics NAV.

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Create Customer Sales Codes

In this video, we'll show you how to create standard customer sales codes.

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Create a Sales Invoice

In this video, we'll show you how to create a sales invoice in Dynamics NAV.

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Create a Sales Credit Memo

Watch here to learn how to create a sales credit memo in Dynamics NAV.

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Create a New Customer

In this video, we'll show you how to create a new customer in Dynamics NAV.