S4 EP09 - Sales Process Improvement with BC/NAV

<p><span style="font-weight: 400;">Companies that grow fast bring this common pain point for employees — incurring more work than they can handle, especially in the sales and tax setup. They are often unaware that underutilized features in their BC/NAV system make it more efficient and automated. </span></p> <p><span style="font-weight: 400;">Essential points covered in this episode:</span></p> <p><span style="font-weight: 400;">✔️ You really need to evaluate what's taxable and not. Organizations tend to underestimate the importance of adequately evaluating their tax groups when using the BC/NAV system. NVS senior consultant Robb Delprado finds that this is the most common scenario in many companies.</span></p> <p><span style="font-weight: 400;">✔️ Use default values instead of people having to figure it out. Any time decision-making is involved, it creates the possibility for more errors. By having the system do the work with populating those default values, you're futureproofing them from big red flags for auditors and can cost you more headaches and extra costs. </span></p> <p><span style="font-weight: 400;">✔️ The big field on the sales order is the shipment date. This is critical on sales orders to determine when something is needed or when it's available. You'll have a more happy customer that you're selling to because you're giving him a more accurate date. </span></p> <p><span style="font-weight: 400;">✔️ Prepare for sales process evaluation. How are you posting revenue? Does it need to be looped by location? Is there an office or branch code that we need to verify is getting validated correctly? Are there special prices that are out there for unique customers? What are the special prices for specific items? These are factors needed to be set up correctly in the system.</span><span style= "font-weight: 400;"> </span></p> <p><span style="font-weight: 400;">✔️ Change happens all the time with companies. The level and complexity of work change over time, and they need to adapt continually, making use of thei