Warehouse management in Dynamics 365 Business Central.

everything in sight:

An efficient warehouse management system contributes significantly to the success of a company. Not only because the warehouse is a very cost-intensive part of the company, but also because the company’s ability to deliver products is directly related to its competitiveness.

Dynamics 365 Business Central supports you in managing and optimizing your warehouse. The system maps all warehouse processes such as goods receipt, stock transfer, picking or goods issue. In your dashboard, you can easily track your storage locations and critical warehouse key figures and check your performance at any time.

Powerful functions:

Your functions for warehouse management in Dynamics 365 Business Central.

  • Administration

    All warehouse processes such as goods receipt, stock transfer, picking or goods issue are mapped in the system. In addition, you can track inventories and success-critical warehouse key figures at any time and make statements about your performance.


    • Bin setup

      Storage bins reflect the basic warehouse structure of a company. In the system you can easily manage your multi-warehouses and thus multiple storage locations. When creating storage bins, it is possible to define very specifically the content you place in each storage bin.

      On this basis, suggestions are made for the placement of items.

    • Blocking of items

      You can block an item so that it cannot be entered in lines of sales or purchasing documents and posted in a transaction. This is useful, for example, if an item has a known error.

      When someone selects a blocked item in a sales or purchasing document, a message informs them that the item is blocked.

    • Carriers or deliverers

      If you work with specific deliverers, it is possible to create them in Dynamics 365 Business Central with their own code and detailed information. If the deliverer offers online parcel tracking, you can also use the function for automatic parcel tracking.

      If you enter carriers in your sales orders, you can also define the shipment types that the carrier offers. You can create an unlimited number of shipment types for each carrier and also define a transportation time for each shipment type.

    • Item availability

      Dynamics 365 Business Central supports the display of current item availabilities – also by storage location.

    • Item creation (opt. customisation)

      In Dynamics 365 Business Central, you can easily create and manage new items using so-called item cards. In addition to the name, you can enter the following information:

      • Inventory
      • Warehouse dispatch method
      • Item attributes (e.g. dimensions or model year)
      • Purchase price
      • Sales price

      Item attributes
      The assignment of item attributes provides you with an overview of your item structures and makes it easier to sort and find items. Item attributes also simplify the search in your web shop for customers.

      Item references
      You also have the possibility to cross-reference between

      • the item description you use for an item and
      • the item description used by the supplier of this product,

      to set up. If you fill out the cross-reference number, the item description of the supplier is inserted automatically into purchasing documents for the supplier.

      Material safety data sheets as item (customisation)
      Up to now, our customer has been packing safety data sheets manually with his shipments. During picking, the warehouse employee therefore had to know whether and which safety data sheets had to be enclosed for which risk item. It was not possible to check by the system whether the safety data sheets were actually packed. Thanks to our work, the safety data sheets are now stored as separate items in Microsoft Dynamics NAV and assigned to the corresponding items. In the warehouse, they are physically stored in a separate storage bin so that they can be picked like a “normal” item and cannot be forgotten.

    • Item tracking

      When using item tracking in Dynamics 365 Business Central, it is possible to track the serial or batch number forward or backward in a sequence of posted warehouse transactions.

      You can see how and when an item was

      • received,
      • produced,
      • relocated,
      • sold,
      • consumed or
      • was returned.

      Item tracking is particularly useful for quality assurance purposes when you need to find out which customer received products with a particular batch number or from which batch a defective component came.

    • Item reservation

      In Dynamics 365 Business Central, you can reserve items – for example, for sales orders, purchase orders, service orders, assembly orders, or production orders.

    • Serial and batch number management

      Serial or batch numbers can be assigned to any incoming or outgoing document. Often they are assigned at the time of storage. This creates a link between item items and serial or batch numbers.

      At the latest at the time of goods issue or consumption, the respective serial or batch number must be explicitly selected in order to be able to trace the life cycle of these in retrospect. This means that only then can you track your items including serial and batch numbers in the warehouse activities.

    • Stock keeping units

      Stock keeping units supplement item cards. You can use inventory data to store information about your items for a specific storage location code and/or variant code. This means distinguishing items by storage locations (such as warehouses and distribution points) or variants (such as different shelf numbers or reorder information). This is useful for items that are stored in more than one physical storage location.

    • Inventory value

      In Dynamics 365 Business Central there is a function “Calculate inventory value”. The goal is to calculate the inventory level of a specific item on a specific start date. Dynamics 365 Business Central works by adding the value of receiving goods and subtracting the value of shipped goods up to a certain end date. The end result is then the warehouse value on the end date.


  • Activitites

    • Incoming goods

      You can easily post goods receipts in Dynamics 365 Business Central via the associated business document (e.g. purchase order, stock transfer order or sales complaint).

      Dealing with excess inventory
      It may be cheaper to keep the excess inventory than to return it, or your seller may offer you a discount for storage. In that case, simply set up a transfer receipt.

    • Inventory (opt. customisation)

      With Dynamics 365 Business Central, you can easily organize inventories. This includes printing inventory lists (with empty quantity fields), and reporting and recording actual counts of items.

      Permanent inventory (customisation)
      In the processing of stocktaking on a key date, business operations are often closed for hours or days. External service providers are also used for counts. This effort can be minimized by a permanent inventory.

      With our individual development, the inventory can be recorded permanently parallel to the daily business in Dynamics 365 Business Central (formerly Dynamics NAV/Navision). The corresponding inventory employee receives a personal stack with his or her count lists that still need to be processed (export from Dynamics 365 Business Central). After the count – for example, using a scanner – the data is registered and transferred back to the Dynamics 365 Business Central standard.

      Annual inventory
      Via the Phys. Inventory Journals it is possible to carry out a count of all articles at a fixed time.

      Cycle counting
      The evaluation of the stock can be done by a cyclical inventory. In a cyclical inventory, certain items are counted several times a year to ensure and increase the reliability of the data.

      It is set up at the level of the articles or the inventory data.

    • Licensing of sales packaging and packaging license (customisation)

      For ecological reasons, companies should or must be able to prove which packaging they put into circulation. By the packaging law (VerpackG) the material recycling is even legally prescribed for the vast majority of sales packaging. As a result, manufacturing companies and other distributing companies (or trading companies) are obliged to participate in a dual system for issued sales packaging.

      In some cases, we have extended the system standard to the extent that the necessary data on sales packaging can be recorded directly in the system. In addition, we have programmed an evaluation in Dynamics 365 Business Central or Dynamics NAV, which provides all delivered sales packaging with date, weight and packaging type as a table. With the help of this data, the report to the system “DerGrünePunkt” can be carried out.

    • Moving items

      The moving of items to other storage locations is handled in Dynamics 365 Business Central via a transfer order.

      For stock transfer orders, you send the outbound transfer from one storage location and receive the inbound transfer at the other storage location. This allows you to manage the warehouse activities involved and provides greater assurance that inventory levels are updated correctly.

    • Order picking

      As part of the picking process, Dynamics 365 Business Central includes a number of functions that vary in complexity and storage location, such as

      • Picking by order
      • Picking of internal needs (e.g. production requires a certain component)*
      • Picking of several orders
      • Planning of picking instructions

      You can also fulfill multi-order picking with the standard version.

      *Internal picking and filing
      In Dynamics 365 Business Central there is the function of internal picking and put-away request.

      This function is necessary, for example, if an item is to be used for demonstration purposes. This item is then still owned by the company and is part of the warehouse inventory, but it is not available for picking.

      In other situations, production may unexpectedly need some parts for an order. You can then pick items for the production bins using the internal picking request.

      With internal put-away requests, you can perform put-aways without having to refer to a specific source document.

    • Outgoing goods

      You can ship items in Dynamics 365 Business Central using either a sales order or a warehouse shipment. You can easily prioritize shipping service providers and issue shipping confirmations incl. shipment tracking.

      Shipping processing and label creation (also hazardous goods) (add-on)
      For optimal shipping processing and label printing, we offer an interface to the Comsol Multiship add-on. The add-on also helps to fulfill all EU transport regulations for the transport of dangerous goods. Thus, the necessary information and documents are provided to the carrier during the shipment processing.

      Customs declaration (add-on)
      You can easily complete the customs declaration using the Comsol Exposys Customs Atlas AES add-on.

    • Returns processing (opt. customisation)

      Customers send back goods in the most diverse cases. In Dynamics 365 Business Central, you can map all the processes involved in how:

      • Creation of a complaint (return of wrong items)
      • Shipping of replacement items
      • Calculation of a restocking fee
      • Return of an item to a vendor for repair

      Returns processing for broken articles (customisation)
      For a customer we integrated an individual development within the posting of sales returns.

      Previously, our customer had to manually remove the defective goods that were returned from the warehouse. Finally, Microsoft Dynamics handles a return regularly in such a way that an inventory is automatically generated. However, the returns were rarely usable at this particular company, as they are only returned if they were irreparably broken and preparation for resale would be too expensive. Consequently, the goods did not go back to the warehouse at all, but were scrapped directly.

      Thanks to our individual development, this process is now also directly feasible in Microsoft Dynamics.


Strong in comparison:

Your benefits through our functions for warehouse management.

Exact order planning

Reliable statements about the inventory level enable you to plan orders better.

Reduction of costs

Plan better, automate processes, tie up less capital in the warehouse and reduce your costs along the way.

Faster order execution

Process your orders more smoothly and faster. And reduce errors.

Overview at any time

You have an overview of all items in your warehouse at all times (e.g. quantity, storage location).

Meet delivery times

Your customers benefit because you can rely on your delivery date commitments.

Dynamics 365 Business Central Lagerort
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