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Sales Travelers

Posted on by 3,482

Hi:

For an end user who does not use Business Central Manufacturing, the Jobs module, or Inventory Assembly, what is the best sort of sales document in Business Central that can act as a "traveler" prior to generating a packing slip and sales invoice?

Thanks!

John

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,333 Super User 2024 Season 2 on at
    RE: Sales Travelers

    Hi, just a suggestion of which pages to output these, and for reports you can customize or use the standard ones.

    packing slip: Sales Orders or Warehouse Shipments

    sales invoice: Sales Orders, Sales Invoices, Posted Sales Invoices

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Sales Travelers

    I think I would go with either order confirmation or proforma invoice.

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