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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Possibility of having ...
Small and medium business | Business Central, N...
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Possibility of having a "checklist" while creating sales order

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Posted on by Community member 6
Hi,
 
I am implementing Microsoft dynamics 365 BC in my company and with the line of products that we have, we also offer multiple add ons to our final product something similar to the IKEA or the TESLA way when we place an order for these on the website. I would like to know that when the sales people place an order for a FG in BC, is it possible to create a sort of /checklist/ for the add ons that we offer so we don't miss out on anything?
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Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    Possibility of having a "checklist" while creating sales order
    Hi, so Item Substitution is a good practice.
     
    Thanks.
    ZHU
  • Community member Profile Picture
    Community member 6 on at
    Possibility of having a "checklist" while creating sales order
    Thank you for your replies. Just to make it clear, the "add on" items are not a part of the BOM as these items are something that the customers can choose from. 
     
    Best regards,
    Vidhi Chokhawala
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    Possibility of having a "checklist" while creating sales order
    Hi, This sounds a bit like Assembly Order's BOM. You don't need to use the assembly order, but if the BOM is entered, this can be viewed on the order.
     
    Hope this can give you some hints.
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 12,167 Most Valuable Professional on at
    Possibility of having a "checklist" while creating sales order
    Hi
    In BC there is the concept of a replacement product, here I give you information about it, I'm sure it can be useful to you as well.
    To support the requested functionality I think you could rely on some external solutions.
    Best regards
    Gerardo

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