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Microsoft

Get started with inventory management in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • Do you want to know how to create items in Business Central? This module explains how to set up inventory items, and items of the type service and non-inventory items.

    This module explains how to:

    • Understand the different item types.
    • Create a new item.
    • Copy an item.
    • Enter the unit cost and unit price for an item.
    • Set up an item template
  • Do you want to learn how to adjust inventory and count items? This module explains how you can use the item journals to adjust, count, and reclassify items.

    In this module, you'll:

    • Adjust an item's stock.
    • Post negative and positive adjustments from the item journal.
    • Prepare the physical inventory count.
    • Adjust inventory based on the physical count.
    • Reclassify items between locations and dimensions.
    • Assess the relationship between item ledger entries, value entries, and general ledger entries.

Syllabus

  • Create items in Dynamics 365 Business Central
    • Introduction
    • Create a new inventory item
    • Manage items, item categories, item attributes, and units of measure
    • Create items with variants
    • Create stock keeping units
    • Set up item templates
    • Create a new service item
    • Create a new non-inventory item
    • Check your knowledge
    • Summary
  • Adjust inventory in Dynamics 365 Business Central
    • Introduction
    • Assess item relationships
    • Adjust inventory with the item journal
    • Renumber document numbers and preview posting
    • Adjust inventory from the item list or item card
    • Adjust inventory with inventory documents
    • Count inventory with the physical inventory journal
    • Count inventory with physical inventory orders
    • Reclassify items with the item reclassification journal
    • Exercise - Count items
    • Check your knowledge
    • Summary

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