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Items, among other products, are the basis of your business, the goods or services that you trade in. Each item must be registered as an item card. Item cards hold the information that is required to buy, store, sell, deliver, and account for items. In Business Central, products are called items.

To create a new item card

  1. Choose the Search icon, enter Items, and then choose the related link.

  2. On the Items page, choose the New action.

    If only one item template exists, then a new item card opens with some fields filled with information from the template.

  3. On the Select a template for a new item page, choose the template that you want to use for the new item card.

  4. Choose the OK button. A new item card opens with some fields filled with information from the template.

  5. Proceed to fill or change fields on the item card as necessary. Hover over a field to read a short description.

Cross References

If you set up a cross reference between the item description that you use for an item and the description that the vendor of that item uses, then the vendor's item description is automatically inserted on purchase documents for the vendor when you fill in the Cross-Reference No. field. The same functionality applies for customer item numbers on sales documents.

To set up an item cross reference to a vendor's item description

  1. Choose the Search icon, enter Items, and then choose the related link.

  2. Open the card for an item for which you want to create a cross reference to the item description that the vendor uses for that item.

  3. Choose the Cross References action.

    If you cannot find the Cross References action, choose to view more options, and then find it under Related > Item.

  4. On a new line on the Item Cross-Reference Entries page, fill in the fields as necessary. Hover over a field to read a short description..

To enter a vendor's item description on a purchase order

  1. Choose the Search icon, enter Purchase Orders, and then choose the related link.

  2. Create a purchase order for the vendor that you set up an item cross reference for in the previous procedure.

  3. Create a purchase line for the item that you set up an item cross reference for in the previous procedure.

  4. In the Cross-Reference No. field, select the item cross reference that you have created, and then choose the OK button.

The Description field on the line is overwritten with the vendor's item description, as set up on the item cross-reference entry.

Variants

Instead of setting up each colour or size of an item as a separate item, you can set up the various colours and sizes as variants of the item. Item variant is a way to indicate that a specific item is available in different colours or sizes, for example. Depending on how you set up your inventory, you can use categories to group chairs versus desks, and then use attributes to group green items versus blue items, for example. You can then supplement this setup by adding variants to each type of chair and desk. By adding variants, you can run reports such as Item Availability by Variant to identify differences between the blue chairs versus the green chairs, for example.

To create a new item variant

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