Copilot in Business Central can suggest sales lines on a sales order by reading a plain language request and finding matching items from previous transactions.
Business Central version 24 added a Copilot feature that can suggest sales lines on a sales order. Instead of searching for items by hand, you type a plain language request and Copilot fills the lines for you. This is one of the most useful Copilot additions in the latest release, especially for teams that handle repeat customers or high-volume order entry.
What Is the Suggest Sales Lines Feature?
The suggest sales lines Copilot action is available on a sales order or sales quote in Business Central. When you open a sales order and click the Copilot button, a prompt panel appears. You type a request in plain language. Then Copilot searches your BC data and proposes lines for the order.
This feature works best when you know something about what the customer wants. For example, you might know they ordered a specific product range before, or they want a repeat of a recent invoice. Rather than navigating menus, you just describe it in the prompt. Copilot does the lookup for you. So the time between opening the order and having lines on it is much shorter than before.
How to Use Suggest Sales Lines on a Sales Order
To use this feature, open a sales order in Business Central. At the top of the order, there is a Copilot icon next to the standard action buttons. Click it to open the prompt panel. A text field appears where you type your request.
For example, you could type: copy lines from the most recent posted invoice for this customer. Copilot reads the request and searches the relevant data in BC. It then returns a list of proposed lines. You can see the items before anything is added to the order. Moreover, you can remove lines you do not want and adjust quantities before inserting them. So you stay in control throughout.
What Copilot Searches When You Ask
Copilot looks at the data already in BC to answer your request. If you ask for items from a previous invoice, it searches posted sales invoices for that customer. If you ask for items by category, it searches the item catalogue with that filter. Furthermore, Copilot is not limited to one type of request. It reads the natural language you provide and matches it against available BC data. So you can try different phrasings to get the specific lines you need.
Reviewing and Confirming the Proposed Lines
When Copilot returns its result, the lines appear in the panel before BC adds them to the order. This step is important. You can review each line, remove ones you do not want, and change quantities. For example, if the previous invoice had three units but the customer now wants five, you update the quantity before confirming. Consequently, the Copilot result is a starting point, not a final answer.
Once you are satisfied with the proposed lines, click Insert. BC adds the selected lines to the sales order. In short, the whole process takes two clicks and one typed question. For a repeat order with many items, this is much faster than entering each line by hand. Also, because you review the lines first, there is no risk of Copilot adding items you do not want.
When to Use Suggest Sales Lines
The feature adds the most value in a few specific situations. First, it helps when a customer places a repeat order close to a previous one. Instead of re-entering each item, you ask Copilot to pull the previous lines and adjust as needed. Second, it helps when a new team member handles an account they do not know well. They can ask Copilot to show what the customer bought before. As a result, they get the right items on the order without needing deep knowledge of the account.
Also, the feature is useful when you take an order over the phone. You can talk to the customer while you type a request into the Copilot panel. Instead of putting the customer on hold to search for items, you ask Copilot and get results while the call goes on. Therefore, order entry is faster and less likely to result in missing lines or wrong items.
In addition, the feature works the same way on a sales quote as it does on a sales order. So if you use quotes as a first step in the sales process, you get the same benefit there. Furthermore, you can mix the Copilot result with manual edits. So you might let Copilot fill the main lines and then add a few items by hand on top. In short, it fits into many different workflows without changing how the rest of the order process works.
Using Copilot When You Have a Customer Email or List
Another use case is when you are building an order from an email or a list the customer sent over. You can paste key phrases from the email into the Copilot prompt and let it match those to items in BC. This works well when the customer uses their own product names rather than the exact item codes in your system. Copilot tries to match the language to the closest items it can find in your catalogue. Then you review the result and confirm the lines that look right.
This approach can also save time when the customer sends a long list of items. Instead of entering each one manually, you give Copilot the list and let it do the initial match. You then adjust any lines that did not match correctly. In short, even an imperfect result from Copilot is faster to fix than entering everything from scratch. Furthermore, this reinforces the review step. You always check the output before inserting it into the order. So there is no risk of adding items you did not intend to include.
How Copilot Improves Over Time
One thing worth knowing about this feature is that Copilot improves over time. Microsoft updates how Copilot reads natural language requests on a regular basis. As more users interact with it, Copilot gets better at understanding what different phrasings mean. So if a question does not return the exact result you expected, try rephrasing it. A more specific request usually gives a better result. Moreover, each new BC release tends to bring improvements to how Copilot matches language to data.
This also means the feature is worth revisiting even if it did not meet your needs in an earlier version. The same question might return better results in a newer release. In short, the value of Copilot features in BC tends to grow over time as Microsoft refines the models. Additionally, if your team uses it regularly, typing prompts will feel natural quickly. Most users find the right phrasing after just a few tries.
Wrapping Up: Copilot Suggest Sales Lines in Business Central
The ability to suggest sales lines with Copilot makes order entry faster. It cuts the manual steps on repeat orders. The feature works on both sales orders and quotes, requires no extra setup, and works out of the box in version 24 for users with Copilot enabled. Because lines are proposed before they are added, you always review and adjust before inserting them into the order.
As Copilot features grow in Business Central, this is a good starting point for teams that want to reduce repetitive work in daily order entry. NAV SEAL will continue to cover new Copilot features as they arrive in each release.
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