Warehouse Management in Business Central: Setup, Receiving, Shipping

In this video, UG Expert Jo deRuiter explores warehouse management in Business Central, focusing on its setup, receiving, and shipping.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.

Highlights

01:13 — Jo begins her video demonstration by opening up the CRONUS company environment in Business Central, where she is logged in as an “employee” (warehouse user) in the Role setting and assigns herself to a specific location.

02:35 — The next setup to configure is Locations. It’s important for users to note that every Location can be set up differently.

03:48 — Next, Jo walks through the specifications around setting up Bins and Shipping.

05:18 — In the Inventory setup, it’s important to pay attention to “prevent negative inventory,” notes Jo.

06:34 — Once the setup has been completed, it’s time to move on to processing. Jo selects a Purchase Order for the demonstration.

07:43 — If the Purchase Order indicates that the Inventory has been received, a user can create a Warehouse Receipt.

09:36 — Next, Jo walks through the process of creating a Warehouse Shipment

13:09 — In closing, Jo notes that “in most scenarios, you want your end user creating the Warehouse Shipment and creating the Warehouse Put-Away so that they are in control, they kind of know it’s come in.”


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