Introduction
Setting up item variants in Dynamics 365 Business Central allows you to manage different versions of an item, such as different sizes or colors. This feature helps streamline inventory management and improves customer service. This Dynamics 365 Business Central training blog post provides detailed, step-by-step instructions to help you set up item variants.
Step-by-Step Instructions
Step 1: Navigate to the Item Card
1. Open Dynamics 365 Business Central.
2. Go to the search bar and type "Items" to access the item list.
3. Select the item for which you want to create variants.
Step 2: Open the Item Variants Page
1. On the selected item's card, locate the "Related" dropdown menu.
2. Click on "Item" and then select "Variants" from the dropdown menu.
Step 3: Create a New Variant
1. In the Item Variants page, click on the "New" button.
2. Fill in the required fields:
- Code: Enter a unique code for the variant (e.g., "RED", "LARGE").
- Description: Provide a description for the variant (e.g., "Red Color", "Large Size").
3. Click "OK" to save the variant.
Step 4: Assign Variant to the Item
1. Navigate back to the item card.
2. In the "Variants" section, click on "Manage" and then "Assign Variants."
3. Select the variants you have just created from the list and click "OK."
Step 5: Define Prices for Variants
1. Navigate to the "Sales Prices" or "Purchase Prices" page from the item card.
2. Set specific prices for each variant as needed.
Step 6: Create New Sales Prices for Item Variants
1. From the item card, navigate to the "Related" dropdown menu.
2. Click on "Prices & Discounts" and then select "Sales Prices."
3. In the Sales Prices page, click on the "New" button to create a new sales price record.
4. Fill in the required fields:
- Item No.: Enter the item number for which you want to set the sales price.
- Variant Code: Select the variant for which you want to set the sales price.
- Sales Type: Choose "Customer" or "Customer Price Group" as needed.
- Sales Code: Enter the customer or customer price group code.
- Unit of Measure Code: Select the appropriate unit of measure.
- Currency Code: Enter the currency code if applicable.
- Starting Date: Set the start date for the sales price.
- Ending Date: Set the end date for the sales price, if applicable.
- Price: Enter the new sales price for the item variant.
5. Click "OK" to save the new sales price record.
Example: Adding an Item with a Variant to a Sales Order
Step 1: Create a New Sales Order
1. Navigate to the "Sales Orders" page in Dynamics 365 Business Central.
2. Click on the "New" button to create a new sales order.
Step 2: Select the Customer
1. In the "Customer" field, select the customer for whom you are creating the sales order.
Step 3: Add the Item with a Variant
1. In the sales order lines, click on the "Type" field and select "Item."
2. In the "No." field, enter or select the item number for which you have set up variants.
3. In the "Variant Code" field, select the appropriate variant code (e.g., "RED" or "LARGE").
Step 4: Review and Post the Sales Order
1. Review the sales order to ensure all information is accurate.
2. Click on "Post" to post the sales order and update the inventory.
Conclusion
By following these steps, you can effectively set up item variants in Dynamics 365 Business Central, create new sales prices for item variants, and add them to sales orders. This will enhance your inventory management capabilities and provide more options to your customers, leading to improved efficiency and customer satisfaction.
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