It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution!

Our Sales Order template makes creating Business Central sales orders quick and easy. With smart drop-downs, you can select your customer, item, and location by either their name or number.  After writing up the order, our Sales Order template lets you import a transaction in one step, all without ever leaving Excel!

The sales order template is free to use for every customer. Instructions on how to get the template working can be found within the Excel workbook and on the download page here.

If you need some help getting things set up, we have a service offering to getting the template up and running for you.