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Microsoft

Set up warehouse management in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

  • Module 1: Do you want to discover the options that you have to use warehouse management in Microsoft Dynamics 365 Business Central? Take this module to discover how companies could benefit from using warehouse management in Business Central.
  • In this module, you will:

    • Learn about warehouse management in Business Central.
    • Discover how warehouse management can structure sales and purchase processes.
    • Get an overview of the different options in Business Central for setting up warehouse management.
    • Set up a warehouse as a location.
    • Learn how to configure the warehouse layout in Business Central.
    • Create warehouse employees in Business Central.
  • Module 2: Do you want to know how to set up zones and bins in Microsoft Dynamics 365 Business Central? This module explains how to set up zones with default warehouse parameters and use them to set up bins.
  • In this module, you will:

    • Set up new zones and bins.
    • Assign items to a bin.
    • Use rankings to prioritize bins.
    • Assign conditions to a bin.
    • Assign special equipment to a bin.
    • Set capacities for a bin and items.
  • Module 3: Do you want to know how you can create new bins in Business Central? This module explores the bin creation worksheets to create multiple bins at once.
  • In this module, you will:

    • Set up templates to create multiple bins at once
    • Create multiple bins at once
  • Module 4: Do you want to learn how to set up put-away rules in Microsoft Dynamics 365 Business Central? This module discusses how to create put-away templates that contain the rules that the program applies when you are putting away items.
  • In this module, you will:

    • Discover which rules can be used when you are putting away items.
    • Set up put-away requirements for fixed and floating bins.
    • Set up multiple put-away templates.
    • Assign the default put-away template.
    • Assign put-away templates to items.
  • Module 5: Do you need to set up default bins for your warehouse processes? This module shows how to configure bins on the location card.
  • In this module, you will:

    • Set up default bins for warehouse processes.
    • Configure breakbulk options for a location.
    • Apply pick according to the First-Expired-First-Out (FEFO) method.
  • Module 6: Do you want to know how to use serial numbers and lot numbers in the warehouse? This module explains how to enable item tracking in the warehouse.
  • In this module, you will:

    • Enable item tracking in the warehouse.
    • Assign item tracking codes to items.

Syllabus

  • Module 1: Get started with warehouse management in Dynamics 365 Business Central
    • Introduction
    • Reasons to use warehouse management in Business Central
    • Set up a warehouse as a location
    • Set up a demo company with complete sample data
    • Configure a Warehouse Management System location
    • Create warehouse employees
    • Exercise - Create a location for the north warehouse
    • Check your knowledge
    • Summary
  • Module 2: Set up zones and bins in Dynamics 365 Business Central
    • Introduction
    • Set up a zone
    • Set up a bin
    • Create bin content
    • Exercise - Create zones and bins for the NORTH warehouse
    • Check your knowledge
    • Summary
  • Module 3: Create new bins in Dynamics 365 Business Central
    • Introduction
    • Set up bin templates
    • Create new bins with the bin creation worksheet
    • Check your knowledge
    • Summary
  • Module 4: Set up put-away templates in Dynamics 365 Business Central
    • Introduction
    • Create a put-away template
    • Set up the default put-away template
    • Assign a put-away template to an item
    • Exercise - Set up a put-away template for the north warehouse
    • Check your knowledge
    • Summary
  • Module 5: Configure bins on the location card in Dynamics 365 Business Central
    • Introduction
    • Set up default bins for a location
    • Configure bin policies for a location
    • Check your knowledge
    • Summary
  • Module 6: Prepare warehouse management for item tracking in Dynamics 365 Business Central
    • Introduction
    • Set up an item tracking code for the warehouse
    • Assign an item tracking code to an item
    • Check your knowledge
    • Summary

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