Easy Sales & Marketing
Around forty small, practical improvements to the order-to-cash and purchase-to-pay flow in Business Central — switch on what you need.
The gaps you hit every day, closed
Business Central covers the sales and purchase process well — until the order desk asks "when can we really deliver this?", finance wants a credit limit history instead of one number, the warehouse needs one planning screen for all incoming and outgoing goods, or the controller wants to know how many quotes became orders. Easy Sales & Marketing is a modular extension that answers those questions inside Business Central. Each module can be used on its own or together; nothing is forced on you.
Key features
Every module lives inside Business Central online — no external system, no duplicate administration.
Earliest available date
Available-to-promise and capable-to-promise per sales line, based on stock and outstanding purchase, production and assembly supply.
Order and item status workflows
Configurable statuses for sales and purchase orders and for items, with mandatory fields per step, archiving and the standard Business Central workflow engine.
Delivery reliability and intake analytics
Promised versus actual delivery per vendor and customer, vendor classification, and a quote-to-order hit ratio from the intake log.
Pricing, charges and conditions
Price lists in and out of Excel, price unit of measure, versioned item charge groups applied automatically, pricing and packaging conditions defaulted from the customer or vendor.
Warehouse planning and WMS integration
One overview of all pending receipts and shipments with bulk creation, driver, dock, route and transport zone fields, barcode labels and source-document data on warehouse documents.
Credit, invoicing and clean-up automation
Dated credit limit history with credit insurance, background posting and e-mailing of invoices via the job queue, and a guided clean-up of old purchase orders.
Built for
Wholesale, distribution and make-to-stock companies that run their daily order flow in Business Central.
Order desks and customer service
Reliable delivery dates, document line positions and extended texts, multiple bill-to addresses and ship-to contact details that survive the drop-shipment hop.
Purchasing and supply chain
Drop-shipment and special-order requisitions from the sales order, over- and under-receipt tolerances, vendor delivery performance and blanket orders that convert to transfers.
Finance and management
Credit limit history, sales forecast matrix with Excel round-trip, intake and hit-ratio reports, and corrections on posted documents without reversing them.
What is inside
Around forty modules; switch them on individually in Sales & Marketing Setup.
Sales documents and pricing
- Price management and pricing conditionsExcel import and export of price lists, item charge pricing, price unit of measure; condition codes defaulted from customer or vendor.
- Item charge groupsVersioned charge templates applied automatically to orders, fulfilment sync and waived charges.
- Blanket orders, contract types and packaging conditionsContract fields and order linking on blanket orders, conversion to transfer orders, contract type per line, packaging codes.
Order control
- Order status managementUser-defined status steps for sales and purchase orders with mandatory fields, archiving and workflow approval.
- Document line texts and positionsMulti-line extended texts per document line, text sheets and sequential position numbers on sales, purchase and transfer lines.
- Sales order intakeQuote and order dates, an intake log from archived orders, and volume and hit-ratio analyses.
Customers, contacts and credit
- Customer credit limitDate-stamped credit limit history, credit insurance tracking and a credit check at shipment.
- Bill-to, ship-to and company informationMultiple bill-to addresses per customer, ship-to contact details kept consistent, responsibility-centre addresses and logos for printing.
- Sales agent, opportunities and CRM tasksSales agent code through documents and ledgers with dimension updates, opportunity entry logging, CRM to-dos synced to user task groups.
Items and availability
- Earliest available dateATP/CTP date per sales line from stock and outstanding supply, with planning worksheet additions.
- Item release statusConfigurable item lifecycle statuses with mandatory field checks and approval workflows.
- Item references, catalog items and templatesBarcode, customer and vendor reference lookup including transfer lines; pictures, texts and BOM lines on catalog items; template field control.
Warehouse and logistics
- Warehouse planningAll outstanding warehouse requests in one overview, bulk creation of receipts and shipments, driver, dock, route and transport zone fields.
- Document WMS integration and barcode labelsSource-document data on warehouse documents, field lock exceptions, CMR and pick instruction printing, labels in RDLC, Word and ZPL.
- Over- and under-receipt and shipmentTolerances and approval for quantity deviations with automatic adjustment.
Finance and automation
- Job queue batchesBackground posting and e-mailing of sales invoices; shipped orders queued for invoicing.
- Purchase order cleanupFind old purchase orders with remaining quantities, preview the correction and close them after review.
- Update posted documents and sales forecastCorrect responsibility centre, logistics fields and posting groups on posted documents; sales budget matrix with Excel round-trip and copy to production forecast.
At a glance
- Earliest available date (ATP/CTP) per sales line
- Order and item release status workflows on the standard BC workflow engine
- Delivery reliability for vendors and customers
- Sales order intake log with quote-to-order hit ratio
- Price lists, item charges and forecasts in and out of Excel
- Versioned item charge groups applied automatically
- Dated credit limit history with credit insurance
- Warehouse planning overview with bulk receipt and shipment creation
- Barcode labels in RDLC, Word and ZPL
- Background invoicing and e-mailing via the job queue
- Over- and under-receipt and shipment tolerances
- Corrections on posted documents without reversal
Always current on Business Central online
Our apps are built for Dynamics 365 Business Central online and follow Microsoft's release rhythm. There is no version to pick and nothing to upgrade by hand.
Two major releases a year
Every app is validated against the next Business Central release before Microsoft rolls it out, so the update wave never catches you off guard.
Monthly updates included
Fixes and improvements ship through AppSource and your Business Central admin center, with the same monthly cadence as the platform.
Current and previous release supported
You can stay on the release schedule your organisation prefers; we support the current major version and the one before it.
Works well with
Easy Sales & Marketing is one of a family of apps that share the same Business Central foundation.
Easy Barcode Scanning
Receive, put away, pick, move and count by scanning instead of typing.
- Item, lot and location validated at every scan
- Picking, put-away, movements and package reclassification
- Physical inventory counting on the device
- Runs on a Zebra scanner or a standard Android phone
Easy Label Printing
Design, preview and print Zebra labels straight from Business Central — no PC next to the printer.
- Central ZPL templates per company and language
- GS1-128, GS1 DataMatrix, QR, Code 128 and EAN
- Preview with real order data before you print
- Printers, scales and job history visible inside Business Central
Easy Manufacturing
Run production and engineer-to-order projects in one place, from budget to last operation.
- Projects, budgets and timesheets linked to the production order
- Line clearing, flushing, treatments, split components and subcontracting
- Weight, volume and formula-driven quantities
- Material shortages visible before the order starts
See Easy Sales & Marketing in action
Book a short demo and discover which of the forty modules would make the biggest difference to your order desk tomorrow.