In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In the last article, I covered the different levels of inventory available; however, even within the most basic level there can be quite a bit of variation.

At the most basic level of inventory you don’t even need to use locations; I generally advise all clients to use locations and make them mandatory, even if they only have one location. This is because experience over the years has shown that a lot of those clients with one location will progress to having a second or more locations as their business expands and it is much easier to add a second site to a system with locations than introduce locations to a system in which they are enabled.

When you have locations set as mandatory, every transaction that you process will need the location code specified; this can be made easier by applying a default on the vendor and customer cards on the receiving and shipment fasttabs respectively. Which in turn can be made easier by setting a default on the vendor and customer templates.