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 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 make statements about your performance at any time.

We meet your requirements through three instances:

1 Standard ERP solution

Experience has shown that we can map many of our projects in the standard of the ERP solution Microsoft Dynamics 365 Business Central. This means that your system can be updated in the long term and you remain independent of the partner.

3Individual development

If you need further special functionalities, we can also solve your challenges by individual adaptations. Take a look at the requirements we have already implemented in practice for our existing customers.

Strong in comparison:

Your benefits through our functions for warehouse management.

Exact order planning

Reliable statements about the stock 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 articles in your warehouse at all times (e. g. quantity, storage location).

Compliance with delivery times

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

Powerful functions:

Your functions for warehouse management in Dynamics 365 Business Central.

  • Article creation (e.g. article attributes)

    When you create new articles in Dynamics 365 Business Central, you can add article attributes (e.g. dimensions or model year). That makes it easier for customers to search your web shop.

  • Article references

    If you cross-reference the item description that you use for an item to the description that the supplier of that item uses, the supplier’s item description is automatically inserted into purchasing documents for the supplier when you fill out the cross-reference number.

  • Article tracking

    Item tracking in Dynamics 365 Business Central allows you to track how and when an item

    • 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.

    On the Item Tracking page, you can track the serial or batch number forward or backward in a sequence of posted warehouse transactions.

  • Article availability

    Dynamics 365 Business Central supports the display of current item availability. This enables you to process outgoing orders efficiently and deliver without problems.

  • Bin Setup

    Storage bins reflect the basic warehouse structure. In Dynamics 365 Business Central, when you create storage bins, you can define the contents you place in each bin very specifically. Alternatively, the storage location can function as a storage bin without specified contents.

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

  • Blocking of articles

    You can block an item so that it cannot be entered in rows 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 locked item in a sales or purchasing document, a message informs them that the item is locked.

  • Carriers or deliverers

    If you work with specific deliverers, it is possible to create them 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.

  • Categorization of articles

    To manage an overview of your articles and to facilitate sorting and finding articles, it is useful to organize your articles into article categories.

  • Cyclical inventory

    The valuation of the warehouse stock can be carried out by a cyclical inventory. It is used to ensure and increase the reliability of the data. It is set up at article level or warehouse data level.

  • Incoming goods

    Items (singular or plural) can be obtained either with an order form or with a warehouse receipt.

    Dealing with transits
    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.

  • Internal Picks and Put Aways

    In Dynamics 365 Business Central there is the function of internal picking and internal put-aways.

    This function is necessary, for example, if an article 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. It is then entered in a storage bin that is set up specifically for this purpose.

    In other situations, production may unexpectedly need some parts for an order. You can then pick items for the production storage bins using the internal picking. If some items are not used after all, they must be returned to the storage bin. Using internal put away, you can carry them out without having to refer to a specific source document.

 

  • Inventory

    A physical inventory counting can be carried out using physical inventory order and physical inventory recordings for the articles.

    Organization of the physical inventory
    This requires the “Inventory Order” page, which is used to completely organize the inventory entry project.

    Entering the physical inventory
    On the “Inventory Recording” page, the actual count of articles is reported and entered. Several records can be created for one order. For example, this includes the distribution of groups of articles to different employees.

    The “Inventory Recording” report can be printed from any record and contains empty quantity fields for entering the counted inventory. When a user has finished entering data and the quantities have been entered on the “Inventory Entry” page, the quantities are transferred to the appropriate rows on the “Inventory Order” page. This feature ensures that no item count can be entered twice.

    Advanced inventory functions with our add-on
    We have developed the add-on anaptis Physical Inventory, which logically extends the inventory functions from Dynamics 365 Business Central.

  • Inventory valuation

    In inventory valuation, the current warehouse stock is valuated at the current costs. Net purchases are added to the opening inventory and the sales costs are deducted.

    Inventory valuation in Dynamics 365 Business Central
    To calculate the stock value in the Calculate Stock Value report, Dynamics 365 Business Central starts by calculating the stock of the item on a specific start date. It adds the value of warehouse receipts and subtracts the value of warehouse issues up to a certain end date. The end result is the warehouse value on the end date.

    The printed report always displays actual (billed) amounts, that is, the cost prices of items that were posted as billed. The report also contains the target costs of items that were posted as delivered, if you select the Including Target Costs field on the Options info tab with a check mark.

  • Outgoing goods

    Articles can be sent either via a sales order or via a goods issue document.

    If you send items from a warehouse that are not set up for goods issue processing, you can simply record the goods issue in the corresponding business document (for example, a sales order, a service order, a purchase complaint, or an outgoing stock transfer order).

    If you are shipping items from a warehouse that has been set up so that goods issue processing is required, you can enter the goods issue only on the basis of origin documents that other departments in your company have released for processing.

  • Parts lists

    Assembly parts lists
    Assembly orders are used for the production of final articles from components in a simple process that can be performed with one or more basic resources.

    An assembly parts list provides the master data that determines which component items are included in an assembled final item and which resources are used to assemble the assembly item.

    Production parts lists
    Production orders are used for the production of final articles from components in a complex process that requires an FA routing and work centers or work center groups that represent production capacities.

    A production parts list provides the master data that defines a production article and the components it contains, which flow into it. For assembly items, the production BOM must be certified and assigned to the production item before it can be used in a production order. If you enter the production item either manually in an FA line or by updating the order, the contents of the production BOM become the production order components.

  • Responsibilities

    Responsibility units enable you to control administration centers (e. g. cost centers, profit centers, investment centers). In business practice, these would be

    • a sales office
    • a purchasing department for several storage locations and
    • a factory planning office.

    For example, this functionality enables companies to set up user-specific views of sales and purchasing documents that are exclusively related to a specific management center.

    The use of multiple storage locations and units of responsibility allows companies with multiple storage locations to manage their business processes in the most flexible and optimal way.

  • Picking, packing and shipping

    The activities involved in picking vary according to their complexity and the storage location. Different functions are possible in this context:

    • splitting picking lines into several lines
    • automatic picking (e.g. according to expiry date)
    • posting the delivery of articles in the goods issue document (if no warehouse function exists)
    • picking by order in a basic warehouse configuration
    • picking of several orders in an extended warehouse configuration
    • picking of components for production or assembly in a basic warehouse configuration
    • planning picking instructions
    • picking for a specific purpose (for example, production requires a specific component)
  • Reservation of articles

    Reserve incoming items for sales orders, purchase orders, service orders, assembly orders or production orders.

    You can reserve items in the warehouse or incoming items in rows of the open document row. You perform the work on the Reservations page.

  • Serial and batch number management

    Serial or batch numbers can be assigned to any incoming or outgoing document. They are often assigned during putaway.

    Assignment at goods receipt
    In simple warehouse processes, the stock items already have serial or batch numbers that were probably assigned during the putaway. A corresponding item tracking is displayed in the respective posting items. These numbers are automatically transferred to all outgoing warehouse activities without any activity on the part of the warehouse workers.

    If the warehouse picking or picking document is created at goods issue from an outgoing source document that already has item tracking numbers defined in it, on the Item Tracking Rows page, all fields under the warehouse picking are read-only, except the Movement Quantity field.

    The warehouse pick rows define the item tracking numbers of the individual warehouse pick/putaway rows. The quantity has already been split into individual serial or batch number combinations, because the sales order contained the item tracking numbers to be delivered.

    Assignment at goods issue
    If warehouse items do not yet have serial or batch numbers, the warehouse worker must reassign them during outbound activities. This is done using predefined number series.

  • Stock Keeping Units

    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 articles that are stored in more than one physical storage location.

  • Stock transfer

    A stock transfer is an everyday process in the warehouse. It can be used to support the daily warehouse activities that are responsible for an optimal stock flow of articles or to carry out internal processes, such as a production order that requires the delivery of components.

    The transfer of articles to other storage locations affects the article items and must therefore be carried out using a transfer order.

    For transfer orders, you send the outgoing stock transfer from one storage bin and receive the incoming stock transfer in the other storage bin. This enables you to manage the warehouse activities involved and provides greater assurance that warehouse inventory quantities are updated correctly.

    Using the reclassification journal, you simply fill in the “Location Code” and “New Location Code” fields. When you post the journal, the item ledger entries are adjusted at the locations in question. With this method, warehouse activities are not managed.

  • Supplier catalogue articles

    You can offer your customers certain items that you do not want to keep in stock until you sell them. These are so-called catalog items. A catalog item usually has the article number of the vendor who provides it. They can then be managed in Dynamics 365 Business Central and converted to a standard item card.

 

Try Microsoft Dynamics 365 Business Central now for free.

From theory to practice:

How to manage your warehouse in Dynamics 365 Business Central?

Warenwirtschaft in Dynamics 365 Business Central

Article overview in Dynamics 365 Business Central

Not all requirements met by the standard?

Add-Ons by us and our partners.

  • Electronic Data Interchange (EDI)

    With Anveo EDI you exchange data very easily

    • with customers (e.g. orders, invoices, credit notes, shipping notifications, article data, availability, prices),
    • with partners (better business relations through automated processes),
    • with suppliers (e.g. order processing, order confirmations, availability or delivery notes) or
    • between sites/clients (e.g. financial data and item information).
  • Extended inventory

    The inventory extension anaptis Physial Inventory for Microsoft Dynamics 365 Business Central enables you to create count lists for inventories. Thus you can define responsibilities and dates. The assigned employees can, for example, use PDC scanners or smartphones to carry out the inventory and, if necessary, order recounts.

  • Microsoft 365 (ehemals Office 365)

    The standard ERP solution Microsoft Dynamics 365 Business Central runs smoothly and barrier-free with Office applications such as Excel, Word and Outlook. Your mail server is professionalized by Microsoft Exchange Online and your documents are stored online on Microsoft SharePoint for everyone to access. You also work together in Microsoft Teams.

 

  • Microsoft Power Platform

    The Microsoft Power Platform helps companies to collect, transform and cleanse data from a wide variety of data sources (Microsoft Dynamics 365 Business Central, Microsoft Office 365, Microsoft Azure, etc.). The data can be easily transformed into a data model and then used to create meaningful reports.

    The Power Platform consists of the following elements:

    • Power Apps: Create custom applications without any programming knowledge
    • Power Automate: Automation of processes and creation of workflows
    • Power BI: Visualization and analysis of data from various sources
  • Mobile data acquisition

    With our add-on anaptis Mobile Logistics you are able to map and record all standard warehouse processes on the move.

 

Not all requirements met by the standard?

Individual developments by us.

  • Automatic posting of goods returns

    Until now, our customer had to manually clear the broken goods that came back from the warehouse (process in Microsoft Dynamics). After all, when you receive returns, Microsoft Dynamics automatically creates an inventory. The said customer only receives products back if they are irreparably broken and it would be too costly to prepare them for resale. Consequently, the goods do not go back to the warehouse at all, but are scrapped directly. Instead of booking through these goods by hand, Microsoft Dynamics now does this automatically for our customer thanks to our customization.

  • Permanent inventory

    When carrying out inventories 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.

    We offer you a solution which can be used parallel to the daily business in Dynamics 365 Business Central (formerly Dynamics NAV/Navision). The 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.

 

  • Overdelivery

    For goods such as sand and foil, the quantities delivered sometimes vary. With our customization it is possible to vary the delivery quantities in your ERP system within certain limits (e.g. 10 %). A possible example would be if instead of 1.5 tonnes of sand, for example, 1.55 tonnes of sand is delivered.

  • Safety sheets as items

    Up to now, our customer has packed the safety data sheets manually with the goods shipments to his customers. During picking, the warehouse employee had to know whether and which safety data sheets had to be enclosed for which risk articles. It was not possible to check by the system whether the safety data sheets were actually packed. As a result of our work, the safety data sheets are now stored as a separate product in Microsoft Dynamics NAV and assigned to corresponding articles. In the warehouse they are physically stored in a separate storage bin so that they can be picked like a “normal” article and can be packed once for each customer delivery and risk article.

 

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