This is what happens in the video
Business Central includes a sales forecast view that lets you create sales orders by picking items quickly from a list. You enter the quantities you want to sell directly in the item view, then push those lines onto a sales order in one step. This is useful when you need to fill up a shop or build an order fast from an iPad or any device with access to Business Central.
To use it, create the sales order header first. Then open the item view, filter or select the items you need, enter the quantity in the quantity to sell column, and choose Create Sales Order Lines. You can add the lines to a new sales order or to an existing one.
Creating sales orders from the sales forecast view in Business Central
The sales forecast gives you a fast way to build a sales order by selecting items directly from a list. This works well when you are out filling up a shop or anywhere you have an iPad and access to Business Central. You open the view that shows items in periods, then pick out the items you want to sell.
You can define a selection or a filter to control which items appear in the view. That way you only see the items relevant for the order you are building.
Entering quantities and pushing lines to a sales order
Once you have the right items in front of you, enter the amount you want to sell in the quantity to sell column. This tells Business Central which items, and how many, you want to sell to a specific customer.
Create the sales order header first. After you have entered all the quantities, select Create Sales Order Lines and pick the sales order header you already created. Business Central adds the lines to that order.
You can also select an existing sales order, and it will add the lines to that order instead. This gives you a quick way to pick and mix items onto a sales order line straight from the item view.
Q&A
How do you create a sales order from the sales forecast in Business Central?
Open the item view that shows items in periods, filter or select the items you need, enter the amount in the quantity to sell column, then choose Create Sales Order Lines and pick the sales order header. Create the header before you add the lines.
Can you add forecast lines to an existing sales order?
Yes. When you select Create Sales Order Lines, you can choose an existing sales order, and Business Central adds the new lines to it instead of creating a new order.
When is the sales forecast view useful?
It is useful when you need to build an order quickly, for example when filling up a shop or working from an iPad or any device with access to Business Central. It lets you pick and mix items fast from a single list.