01
Account context is scattered
Reps hunt across ERP, spreadsheets, email, and the website to answer a simple account question.
Business Central for Sales | ERP-Native B2B Buying Path | Nomad
Buying path / Sales / Business Central
Sales on Business Central.
Give reps live Business Central account pricing, order history, and 1-click reorders.
Preview
The first move
Where sales feels it.
- Account context is scattered
- Quotes live in email
- Reorders are a chore
01 / The reality
The sales reality on Business Central.
Sales does not need another screen. It needs the buying path to respect Business Central companies, dimensions, and connection limits.
02
Quotes live in email
Pricing, terms, and product rules get re-created in a document instead of flowing from the system.
03
Reorders are a chore
A customer wants the same thing again, and the rep rebuilds the order from memory.
On Business Central
Where Business Central adds extra work.
Business Central dimensions and company structure can change what the customer should see.
Item stock by location can disagree with a generic web stock message.
Business Central order and invoice status can be hard to see in one customer view.
02 / What the ERP knows
What Business Central already knows.
We wrote and support our Business Central integration in-house — syncing all the business data in Business Central and running your Business Central pricing, inventory, credit, and order rules live on your website.
01
Customers and ship-tos
Companies, contacts, locations, and salespeople.
02
Item stock and pricing
Items, units of measure, price lists, and stock by location.
03
Sales orders and posted bills
Orders, shipments, bills, and payment status.
03 / The buying path
From Business Central to sales.
Four fast steps to launch on Business Central.
01
Map the account
Document the hierarchy, roles, and buying relationships.
02
Map the ERP handoff
Confirm customer, pricing, and order data ownership.
03
Set up the buying flow
Product catalog, pricing, quotes, and assisted ordering.
04
Prove the rep journey
Test the account, quote, and reorder scenarios reps actually use.
04 / Questions
Questions for your Business Central team.
Bring these to the first working session.
The ERP and CRM may both have a view. Decide which one the way customers buy follows.
Map approvals, terms, and pricing before the demo.
Map the company structure before you map the online store.
05 / Keep going
Connect the path to the rest of the system.
Start with the role, the ERP, or the buying steps.
The next moveBring Business Central.
Bring Business Central.
We’ll bring the sales path.
Tell us what Business Central owns and where the sales steps break. We will map the path honestly.