Using Item Categories

Dynamics 365 Business Central allows users to search for Items directly by entering an “Item Name” or an “Item Number”; in addition, if you place your items in Categories; Dynamics 365 Business Central will allow you to enter “Item Category” in the search box to get all items in that category; or even enter an “Item Attribute” such as colour to get all items in that colour (if you are a furniture shop and your customer wants everything in blue?).

Creating an item category

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Item Categories, and then choose the related link.
  2. On the Item Categories page, choose the New action.
  3. On the Item Category Card page, on the General FastTab, fill in the fields as necessary. Hover over a field to read a short description.
  4. On the Attributes FastTab, specify any item attributes for the item category.

Item Attributes are setup separately here for the items, such as colour, weight etc; if you add these attributes to the category, you are essentially asking the system to apply the Item Attributes to the Item that has this Category assigned to it. So the categories can be thought of as a template for Item Attributes here.

These Categories are useful from a reporting point of as well. They can compliment the use of Dimensions in Dynamics 365 Business Central as you move forward with using the system.

Microsoft Documentation provides some information on how to categorise Items here: https://docs.microsoft.com/en-au/dynamics365/business-central/inventory-how-categorize-items

 

 

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