Products are the basis of your business, the goods or services that you trade in. Each product must be registered as an item card.

Note
In Microsoft Dynamics NAV, a product is referred to using the term “item”.

Item cards hold the information that is required to buy, store, sell, deliver, and account for products.

The item card can be of type Inventory or Service to specify if the product is product is a physical unit or labor time unit. Apart from some fields that relate to the physical aspects of an item, all fields on an item card function in the same way for inventory items and services. For more information about selling an item, see How to: Invoice Sales.

Note
If item templates exist for different item types, then a window appears when you create a new item card from where you can select an appropriate template. If only one item template exists, then new item cards always use that template.

To fill a new item card

  1. On the Role Center, choose Items to open the list of existing items.

  2. On the Home tab, in the New group, choose New.

    If only one item template exists, then a new item card opens with some fields filled with information from the template.

    If more than one item template exists, then a window opens from which you can select an item template. In that case, follow the next two steps.

  3. In the Select a template for a new item window, choose the template that you want to use for the new item card.

  4. Choose the OK button. A new item card opens with some fields filled with information from the template.

  5. Proceed to fill or change fields on the item card as necessary.

    Tip
    Read the tooltip for a field to understand how it impacts your use of the item in question.

On the Sales Prices Overview FastTab, you can view special prices or discounts that you grant for the item if certain criteria are met, such as customer, minimum order quantity, or ending date. Each row represents a special price or line discount. Each column represents a criterion that must apply to warrant the special price that you enter in the Unit Price field, or the line discount that you enter in the Line Discount % field. For more information, see the tooltip for each column, which represents a price or discount criterion.

To set up new sales prices or sales line discounts for the item, on the Actions tab, in the Prices and Discounts group, choose Prices or Line Discounts. For more information, see How to: Create Sales Prices for a Customer and How to: Create Sales Line Discounts for a Customer.

The item is now registered, and the item card is ready to be used on business documents where you trade with the item. For more information, see How to: Invoice Sales or How to: Record Purchases.

If you want to use this item card as a template when you create new item cards, you can save it as a template. For more information, see the following section.

To save the item card as a template

  1. On the Actions tab, in the Functions group, choose Save as Template. The Item Template window opens showing the item card as a template.

  2. In the Template Name field, enter a descriptive name for the type of items that can be created by using this template.

  3. To reuse dimensions in templates, on the Home tab, in the Master Data group, choose Dimensions. The Dimension Templates window opens showing any dimension codes that are set up for the item.

  4. Edit or enter dimension codes that will apply to new item cards created by using the template.

  5. When you have completed the new item template, choose the OK button.

    The item template is added to the list of item templates, so that you can use it to create new item cards.

Tip

See Also