Customer & Contact Management
Maintain customer accounts, contacts, communication details, responsibilities, credit limits, and interaction history.
Sales & Customer Management in Business Central
Connect customer information, quotations, orders, pricing, fulfilment, invoicing, and returns in one coordinated sales process.
Connected ERP Capability
Build a Connected Quote-to-Cash Process
Business Central gives sales and customer-service teams a shared view of contacts, customer accounts, product availability, pricing, orders, invoices, and payment status. Users can respond faster while finance and operations retain consistent controls.
- One customer record across teams
- Connected sales, inventory, and finance data
- Consistent pricing, approval, and fulfilment rules
Core Functionality
Key Business Central Capabilities
Configure the functionality that supports your operational priorities, controls, reporting, and user experience.
Quotes & Sales Orders
Create quotations, convert accepted offers into orders, reserve stock, and manage partial or complete fulfilment.
Pricing & Discounts
Configure customer-specific prices, line discounts, invoice discounts, campaigns, and effective dates.
Availability & Order Promising
Review inventory, incoming supply, reservations, and expected availability before confirming delivery dates.
Invoicing, Returns & Credit
Post shipments and invoices, manage returns and credit memos, and keep receivables connected to sales activity.
Microsoft 365 Sales Productivity
Work with Business Central customer and document information from Outlook and export or analyse data in Excel.
Connected Process
A Faster Sales Cycle
Bring customer engagement, commercial decisions, fulfilment, and invoicing into one controlled workflow.
Engage
Capture customer and contact information, enquiries, opportunities, and communication details.
Quote
Prepare accurate quotations using agreed prices, discounts, availability, and delivery expectations.
Fulfil
Convert accepted quotes to orders, reserve inventory, ship goods or services, and create invoices.
Review
Monitor sales, margins, customer balances, order status, and service levels using current data.
Business Outcomes
What Your Team Can Improve
Business Central combines process control and real-time visibility so users can work more consistently and management can act with greater confidence.
- Faster quotation and order processing
- Improved customer and contact visibility
- Consistent prices and discount controls
- Better inventory availability decisions
- Reduced duplicate data entry
- Clearer sales and margin reporting
Leaforge Technologies
Book a Consultation
Create a More Connected Sales Experience
Let Leaforge configure Business Central sales processes around your customer structure, pricing policies, approvals, fulfilment model, and reporting needs.