Add Multiple Item to Sales Document in Dynamics 365 Business Central

Posted on Posted in Microsoft Dynamics 365 Business Central

Add Multiple Item to Sales Document in Microsoft Dynamics 365 Business Central

Target Audience: BC Users

Applied to Area: Sales Module

Benefit: Allow to select multiple item from Sales document instead of selecting one only.

When customer order multiple item, salesperson should repeatedly go to Item List to select the item one by one. This will be a time-consuming process for Salesperson.

There is a new feature which allows Salesperson to select multiple item from the Item List at a time. This feature could help the user to increase efficiency in creating new Sales Order with multiple items.

Below are the steps of select multiple item from Sales Order

i) Search Sales Order

ii) Click on New to create a new Sales Order

iii) Select Customer No., define Posting Date information

iv) Go to Manage > Select Items to select multiple item

v) Select multiple Item from Item List and click on OK.

vi) Items inserted to Sales Line accordingly.

Tip: If Sales & Receivable Setup’s Default Item Quantity = Yes, Quantity field on Sales Line will be pre-filled as 1 for all selected items.

If Sales & Receivable Setup’s Default Item Quantity = No, Quantity field on Sales Line will show blank for user to define manually.

 

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