> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_sales_order_processing.md).

# Sales Order Processing

Sales order processing in Bevica Select: create, release, ship and invoice, handle credit holds, reservations, returns, pricing, and sales reporting.

Sales Order Processing is where most Bevica day-to-day work happens.

This module focuses on creating, releasing, and posting sales orders.

### Before you start

* Access to Bevica Select
* [Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md)
* [Inventory](/bevica-select/bevica_select_training/inventory.md)

### Training outcomes

After you complete this module, validate your learning using [Outcomes - Sales Order Processing](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md).

You should be able to:

* Create sales orders and post **Ship and Invoice**
* Handle credit hold and credit release
* Use reservations to allocate specific stock or inbound supply
* Process stock returns via sales return orders
* Maintain prices and discounts (if used)
* Review open sales activity via lines and availability pages

### Sales processing in Bevica

#### What’s in scope

Bevica Select focuses on:

* **Sales Orders**
* **Sales Return Orders**

Sales quotes and blanket orders are usually not used.

**Read / complete**

* [Sales Processing in Bevica](/documentation/guides/sales.md)

### Working with sales orders

#### Process overview diagram

**Read / complete**

* [Simplified Sales Order process diagram](/documentation/guides/sales/simplified_sales_order_process_diagram.md)

#### Create, release, and post

**Read / complete**

* [Working with sales orders](/documentation/guides/sales/working_with_sales_orders-1.md)
* [Ship and invoice items (Microsoft Learn)](https://docs.microsoft.com/en-us/learn/modules/ship-invoice-items-dynamics-365-business-central/) (Est. 1hr)
* [Sales document types](/documentation/guides/sales/sales_document_type_codes.md)

{% hint style="warning" %}
In Bevica Select, we recommend you post **Ship and Invoice** together.
{% endhint %}

#### Sales return orders (stock returns)

**Read / complete**

* [Working with Sales Return Orders](/documentation/guides/sales/working_with_sales_orders-2.md)
* [Return Orders and Transfer Orders](/bevica-select/bevica_select_training/bevica_select_training_-_return_orders_and_transfer_orders.md)

### Comments, notes, and credit control

**Read / complete**

* [Sales comments and notes](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md#sales-comments-and-notes)
* [Credit held orders](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md#credit-held-orders)

### Reservations and availability

**Read / complete**

* [Bevica reservations](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md#bevica-reservations)
* [Open sales lines](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md#sales-lines)

### Prepayments (if used)

Skip this section if you don’t use customer deposits.

#### Sales prepayment invoices

**What you’ll be able to do**

* Set a default **Prepayment %** on a customer
* Post the prepayment invoice from the sales order
* Reverse/correct using a prepayment credit memo

**Read / complete**

* [Prepayment Invoicing](/documentation/guides/finance-and-cash/prepayment_invoicing.md)

### Prices, discounts, and margins

**Read / complete**

* [Manage Sales Price Lists (Microsoft Learn)](https://learn.microsoft.com/en-us/training/modules/sales-price-lists/) (Est. 1hr)
* [Sales pricing and discounts (new experience)](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_sales_and_purchase_prices_and_discounts_-new_price_experience.md)
* [Checking sales margins](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md#checking-sales-margins)

### Reporting

**Read / complete**

* [Customer/item sales analysis](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md#reporting)

### Data migration (if you’re implementing)

You’ll typically import:

* Customers
* Ship-to addresses
* Sales prices and discounts (if used)

**Read / complete**

* [Customer Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_template.md)
* [Ship-to Addresses Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_ship-to_addresses_template.md)
* [Sales and Purchase Prices and Discounts (New Experience Price) Template](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_sales_and_purchase_prices_and_discounts_-new_price_experience.md)
* [Excel Template Data Migration](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#excel-template-data-migration)

### Next steps

* Validate your learning with [Outcomes - Sales Order Processing](/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md)
* Continue to [Return Orders and Transfer Orders](/bevica-select/bevica_select_training/bevica_select_training_-_return_orders_and_transfer_orders.md)


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