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How to: Register New Items

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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.

An item can be structured as a parent item with underlying child items in a bill of materials (BOM). In Dynamics NAV, a bill of material can be either an assembly BOM or a production BOM, depending on its use. For more information, see How to: Work with Bills of Material.

Note

If item templates exist for different item types, then a window appears when you create a new item card from where you can select an appropriate template. If only one item template exists, then new item cards always use that template.

If you purchase the same item from more than one vendor, you can connect those vendors to the item card. The vendors will then appear in the Item Vendor Catalogue window, so that you can easily select an alternate vendor.

To create a new item card

  1. On the Home page, choose the Items action to open the list of existing items.

  2. In the Items window, 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. In the Select a template for a new item window, 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. Choose a field to read a short description of the field or link to more information.

Note

In the Costing Method field, you set up how the item's unit cost is calculated by making assumptions about the flow of physical items through your company. Five costing methods are available, depending on the type of item. For more information, see Design Details: Costing Methods.

If you select Average, then the item’s unit cost is calculated as the average unit cost at each point in time after a purchase. Inventory is valuated with the assumption that all inventories are sold simultaneously. With this setting, you can choose the Unit Cost field to view, in the Average Cost Calc. Overview window, the history of transactions that the average cost is calculated from.

On the Price and Posting FastTab, you can view special prices or discounts that you grant for the item if certain criteria are met, such as customer, minimum order quantity, or ending date. Each row represents a special price or line discount. Each column represents a criterion that must apply to warrant the special price that you enter in the Unit Price field, or the line discount that you enter in the Line Discount % field. For more information, see Record Sales Price, Discount, and Payment Agreements.

The item is now registered, and the item card is ready to be used on purchase and sales documents.

If you want to use this item card as a template when you create new item cards, you can save it as a template. For more information, see the following section.

To save the item card as a template

  1. In the Item Card window, choose the Save as Template action. The Item Template window opens showing the item card as a template.
  2. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
  3. To reuse dimensions in templates, choose the Dimensions action. The Dimension Templates window opens showing any dimension codes that are set up for the item.
  4. Edit or enter dimension codes that will apply to new item cards created by using the template.
  5. When you have completed the new item template, choose the OK button.

The item template is added to the list of item templates, so that you can use it to create new item cards.

To set up multiple vendors for an item

If you purchase the same item from more than one vendor, you must enter information about each vendor of the item, such as prices, lead time, discounts, and so on.

  1. Choose the Search for Page or Report icon, enter Items, and then choose the related link.
  2. Select the relevant item, and then choose the Edit action.
  3. Choose the Vendors action.
  4. Choose the Vendor No. field, and then select the vendor that you want to set up for the item.
  5. Optionally, fill in the remaining fields.
  6. Repeat steps 2 through 5 for each vendor that you want to buy the item from.

The vendors will now appear in the Item Vendor Catalogue window, which you open from the item card, so that you can easily select an alternate vendor.

See Also

Inventory
Purchasing
Sales
Working with Microsoft Dynamics NAV