Speed up sales reordering and cross-selling in Microsoft Dynamics 365 Business Central.

Make upselling and cross-selling a breeze by making a customer’s order history visible, so your staff can see the opportunities before they are requested.

The Sales Reordering App by Clever Dynamics for Dynamics 365 Business Central lists the items your customers usually purchase and allows the user to quickly enter multiple lines on the order. 

On any sales document a list can be viewed of all the items previously ordered by this customer which can be chosen from, a quantity added and the lines of the sales document will be automatically populated.

These sales lines can then be edited and added to if required. Once an item has been ordered by a customer for the first time, it will automatically appear in the Sales Reordering list for future reordering use. The Sales Reordering App also adds the option to view the sales history for a specific customer from the customer list or the customer card.

Requirements

• Dynamics 365 Business Central