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. 

Essential points covered in this episode:

✔️ 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.

✔️ 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. 

✔️ 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. 

✔️ 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. 

✔️ 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 their BC/NAV system. The process that we utilize to help organizations improve takes change management and pace of change into consideration to ensure that they easily adopt those changes.

 About Kerry Peters & New View Strategies 

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 

Let the experts help you tap into the true power of your BC / NAV system. 

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. We've been there – as a user and partner- whatever you're challenged with or searching for. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 

✅ Why Choose New View?

 With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. 

Contact us today: https://getyournewview.com/services/