Business Central: Create an Item

Step-by-Step Tutorial: Creating an Item in Business Central

1. Introduction to Business Central:

   • Johannes Goodman, founder of an actor a Microsoft Dynamics NAV Gold Certified Partner, introduces the topic of Business Central in the video.

2. Accessing Business Central:

   • Open your web browser and navigate to the Business Central platform.

3. Navigating to Item Creation:

   • Click on the option to create a new item in Business Central.

4. Selecting a Template:

   • Choose a template for the item you want to create. There are different templates available for various types of items.

5. Filling Out Item Details:

   • Fill out the necessary information on the item card. This includes the item description, category, pricing, and replenishment parameters.

6. Creating a Coffee Mug Item:

   • As an example, create a new item named "Coffee Mug" in the system. Ensure to set the item category and pricing details accordingly.

7. Setting Up Costs:

   • Check and adjust the cost settings for the item, such as FIFO (First In, First Out) method and pricing schemes if needed.

8. Replenishment Parameters:

   • Review and set the replenishment parameters for the item based on your business needs.

9. Adding Unit Price:

   • Enter the unit price for the item. This price will be reflected in sales orders and invoices.

10. Saving the Item Details:

    • After entering all the necessary information, save the item details in Business Central.

11. Creating a Sales Order:

    • Navigate to the sales section and create a new sales order for the item you just created.

12. Selecting Quantity:

    • Specify the quantity of the item to be sold in the sales order. You can adjust the quantity as needed.

13. Previewing the Sales Order:

    • Review the sales order details and preview the document before finalizing the sale.

14. Finalizing the Sale:

    • Confirm the sales order with the item details and proceed to complete the sale transaction.

15. Printing the Sales Order:

    • If required, print out the sales order for your records or customer reference.

16. Review and Adjustments:

    • Double-check all the details in the sales order for accuracy and make any necessary adjustments.

17. Completion and Feedback:

    • Complete the item creation and sales order process. If you found this tutorial helpful, consider giving a thumbs up or sharing your feedback on Business Central and NAV 2018.

18. Conclusion:

    • Thank you for following this step-by-step tutorial on creating an item in Business Central. Stay tuned for more tutorials in the future.

By following these steps, you can successfully create an item in Business Central and process a sales order within the system.