User Instructions for Creating a Stockkeeping Unit Template

This guide walks you through the steps to create a Stockkeeping Unit (SKU) Template in Dynamics 365 Business Central. Follow the instructions below step- by-step.

Step 1: Open the Stockkeeping Unit Templates

  1. Navigate to the Stockkeeping Unit Templates section:
  2. Use the search bar or select it from the menu if available.

Step 2: Start a New Template

  1. Click New to create a new SKU Template.
  2. A new screen will appear titled SKU Template Card. This is where you will enter the details for your new template.

Step 3: Fill in the Basic Information

  1. Click into the No. field and type the name or identifier for your template. Example: Electric.
  2. Click into the Description field and type a helpful description for your template. Example: Electric.

Step 4: Add Item Numbers

  1. Scroll down to the Lines section (a list).
  2. In the Item No. field, click and begin typing the item number. This feature will suggest and filter options as you type.
  3. Select the desired item from the list that appears.
  4. You may need to click several times to refine your search if items are similar (battery, bat, batttery, etc.).

Step 5: Specify Safety Stock Quantity

  1. In the same Lines section:
  2. Find the field labeled Safety Stock Quantity.
  3. Click into the field and enter a quantity for this item. Example: 4.

Step 6: Assign Fixed Bin

  1. In the Lines section:
  2. Locate the Fixed Bin 1 field.
  3. If required, make adjustments or leave it as default.

Step 7: Review Additional Rows

  1. If you have other items to add, repeat steps 4 to 6 for each:
  2. Add the item number.
  3. Specify safety stock quantity.
  4. Adjust the fixed bin if needed.

Step 8: Save and Close

  1. When finished, click the Close button to finalize the template.
  2. The SKU Template Card will close, and you’re returned to the previous screen.

Congratulations!

You’ve successfully created a Stockkeeping Unit Template. You can now use this template/manage stockkeeping settings for items in Dynamics 365 Business Central.

This guide simplifies the process to make it easy for non-technical users. For additional help, consult your administrator or refer to the official Business Central documentation.

This site uses Just the Docs, a documentation theme for Jekyll.