Small and medium business | Business Central, N...

Possibility of having a "checklist" while creating sales order

(1) Share

Report

Posted on by VC-05090540-0

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?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (0)

Gerardo Rentería Ga... 25,157 Most Valuable Professional on at

Like (1)

Report

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.

Create Item Cards for Goods or Services (contains video) - Business Central | Microsoft Learn

Dynamics 365 Business Central: Item Substitution | Dynamics 365 Lab (yzhums.com)

To support the requested functionality I think you could rely on some external solutions.

Additional Items (microsoft.com)

Best regards

Gerardo

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,329 Super User 2025 Season 2 on at

Like (1)

Report

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.

More details: https://yzhums.com/4491/

Hope this can give you some hints.

Thanks.

ZHU

Was this reply helpful? Yes No
VC-05090540-0 39 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,329 Super User 2025 Season 2 on at

Like (0)

Report

Hi, so Item Substitution is a good practice.

More details: https://yzhums.com/9342/

Thanks.

ZHU

Was this reply helpful? Yes No