Register new items

项目
08/14/2024

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.

To create a new item card

The following video shows how to set up an item on the Item Card page. However, you can also set up new items by copying existing ones. To learn more, go to Copy Existing Items to Create New Items.

Choose the icon, enter Items, and then choose the related link.
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.
On the Select a template for a new item page, choose the template that you want to use for the new item card.
Choose the OK button. A new item card opens with some fields filled with information from the template.
Proceed to fill or change fields on the item card as necessary. Hover over a field to read a short description.

Use item templates

To reuse settings for different types of items when you create new items, you can save items as item templates. Item templates help speed-up the process of adding new items, and increase consistency in your item data. When you register a new item, a page appears that lets you choose a template. After you choose a template, its settings are filled in for you on the item you're creating. If you only have one item template, new items always use that template.

Save an item card as an item template

On the Item Card page, choose the Save as Template action. The Item Template page shows the item card as a template.
Fill in the fields as necessary. Hover over a field to read a short description.
To reuse dimensions in templates, choose the Related action, then choose Item, and then Dimensions. The Default Dimensions for the selected item open showing any dimension codes that are set up for the item.
Edit or enter dimension codes that apply to new item cards created by using the template.
When you complete 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.

Types of items

In the Type field on the Item Card page, you can select what the item is used for in your business, which affects the degree to which you can manage the item in inventory.

Inventory specifies that the item is a physical unit that you manage and track in inventory.
Non-Inventory are physical units that you don't manage or track in inventory.
Service items are a labor time unit, typically used to register sells or purchase of services.

To learn more about these types of items, go to About Item Types.

Tip

There are also catalog items, which are similar to non-inventory items in that they're items that you offer to customers but don't manage until you sell them. To learn more, go to Work with Catalog Items.

Inventory costing

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. To learn more about costing, go to Design Details: Costing Methods.

Note

If you select Average, 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 on the Average Cost Calc. Overview page to view the transactions that were used to calculate the average cost.

Categories, attributes, and variants

Categories and attributes are two different ways of grouping inventory items. Item variant is a way to indicate that a specific item is available in different colors 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.

Learn more about variants at Manage Product Variants.

Set up item substitutions

You can set up items to have replacements, such as other items that can be used in place of the original item.

To make an item substitution

Choose the icon, enter Items, and then choose the related link.
Find the relevant item, and then choose the No. to open the Item Card.
Choose the Related action, then choose Item, and then Substitutions to open the Item Substitution Entry page.
Choose the Substitute No. field, and then select the replacement item from the list.
Fill in or change other fields on the page as necessary.

When the requested quantity exceeds the quantity that is available in inventory, a message appears to inform you that substitute items exist.

Note

Be aware that item substitutions will not automatically cause an item to be replaced by another item, for example when creating a sales order or in a BOM. Instead, you will be alerted to the fact that a substitution is available to you.

Prices and discounts

You can use special prices or discounts that you grant for the item based on certain criteria. For example, criteria include the customer, minimum order quantity, or ending date. You set up special prices by choosing the Set Special Prices or Set Special Discounts actions. Each row on, for example, the Sales Prices page represents a special price. Each column represents a criterion that must apply to grant a customer the special price that you enter in the Unit Price field on the Sales Prices page. To learn more about pricing, go to Record Sales Price, Discount, and Payment Agreements.

Replenishment

You can specify how items are supplied:

Purchase Order if you want to buy items.
Assembly order or Production order if you produce the items in-house.

There are other settings that compliment these selections.

Include items in bills of materials

You can structure hierarchies that have a main item with underlying component items in assembly and production bills of materials (BOM). To learn more about BOMs, go to Work with Bills of Material.

Items used in production orders

To register items that you use in production orders, specify the replenishment system as Prod. order on the Replenishment FastTab. For more information, see About Production Orders.

Primary and alternate vendors

If you purchase the same item from more than one vendor, you can connect those vendors to the item. Use the Vendors action on the Item Card page to open the Item Vendor Catalog page.

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

The vendors appear on the Item Vendor Catalog page, which you open from the item card, so that you can easily select an alternate vendor.

If you purchase the same item from more than one vendor additionally you can set up prices and discounts discounts. For more information, see Record Special Purchase Prices and Discounts.

Manage inventory in warehouses

When you register a new item, you see fields that are related to warehouse management, especially on the Warehouse FastTab. If your organization doesn't use the warehouse management capabilities in Business Central, then you can ignore those fields.

If your organization later sets up warehouse management, we recommend that you make sure that each existing item has the right information in the various fields. This way, the warehouse processes can run as expected. The information can includes fields such as Warehouse Class Code or Put-away Template Code. For more information, see Setting Up Warehouse Management.

Planning

When your company uses the supply planning processes in Business Central, you must fill in the relevant fields on the Planning FastTab. For an introduction to the planning area, see Design Details: Central Concepts of the Planning System.

For examples of how you can use the fields on the Planning FastTab, see Setup Best Practices: Planning Parameters.

Delete item cards

If you post a transaction for an item, you can't delete the card because the ledger entries might be needed for inventory valuation or auditing. To delete item cards with ledger entries, contact to Microsoft partner to do so through code.

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