How to Create Customer in Business Central
Customer card in Business Central saves customer information and the system uses it while generating sales-related documents. There are different sections in the customer card for a different purposes. A list of all available customers appears on opening the related link. Create a New Customer using a “New” option A customer template selection window appears […]
How to Generate Sales Order for Catalog Items in Business Central
Catalog items in Business Central are not regular items, they are non-stock items and not available in inventory. Please don’t confuse them with non-inventory items as the catalog items are not managed in the system until the business starts selling them. The business provides them on demand. Also, the regular item list of business central […]
How to Define & Use Substitute Items in Business Central
Defining a substitute item helps in a situation when an inventory of the original item does not exist, and urgent order comes in. It is a normal business practice to offer customers a substitute option rather than losing a sale. In Business Central we can define a substitute of an item within an item card […]
How to Generate a Purchase Order in Business Central
Purchase order creation is a formal process to replenish the stock of any item or to buy a new item. This will help to keep the record of buying quantities against the respective vendors in the system. This information is useful in certain analyses and also helps in planning future supplies and purchases. To create […]
How to Define Customer Price & Discount Groups in Business Central
Business Central provides the flexibility to create different price and discount groups for customers. This helps to deal with the situation where businesses sell in lesser and in bulk quantities. First, define groups according to the business process and then assign those groups to customers, also define item prices against those groups. This practice helps […]
How to Assign Attributes & Define Variants of Item in Business Central
Every product has certain unique features that differentiate it from the other products. This is the reason products have different attributes and in certain cases, the same product has different variants as well. These all things collectively help in defining the product/item in a specific way and also help customers to make the buying decision […]
How to Create an Item in Business Central
Business Central refers to products as items. Every business needs to have a proper record of their selling items and all the correspondence related to them. Define all the item details in an Item card of Business Central and they will be available every time for further processing, like at the time of selling and […]
How to Define Item Attributes and their Values in Business Central
Every item has particular parameters that help to define it and most of the time customers make their buying decisions based on the different attribute sets of an item. The most common attribute associated with almost every item is its color. Similarly, there is a size, material, model year, and so on. Every business has […]
How to Define Item Category Code in Business Central
Categorization of products on the basis of different parameters plays an important role in data structuring. In Business Central you can create multiple categories and also define category-specific attributes. Search for Item Categories on the role center page and open the related link. The list of available categories in the system will appear. You can […]
How to define No. Series in Business Central
Association of entities to specific No. Series makes their identification easier and plays an important role in data structuring. This is why every company prefers to assign unique identification codes to their data like customers, vendors, items, invoices, etc. Defining No. Series in Business Central Mostly things are referred to, through their specific numbers, […]