How to Create a New Purchase Item in Dynamics 365 Business Central
- Kwixand Team
- Jun 19
- 2 min read
Learn how to create a new purchase item in your Microsoft Dynamics 365 Business Central solution.
Whether your company is buying, selling, or tracking inventory, each item should be accurately entered into your ERP system. In this training article, we’ll walk you through the step-by-step process to add a new item in Business Central.
To begin, navigate to the Items List in Business Central. Since this list is key to your inventory management, it’s recommended that you bookmark it to your navigation menu for quick access from your home screen.
Once in the Items List, Click the New button in the action bar.
Choose a template that matches the type of item you're creating and click OK. This will open a new Item Card.
On the Item Card, enter the following item details:
Item Description
Type of Item: Inventory, Service, or Non-Inventory
Unit of Measure: e.g., pieces, boxes, pallets, weight, or volume
Category Code or Service Group
Purchasing Code which describes how the item is ordered and delivered
Next, under the Inventory Tab:
Set the storage location
Enter the quantity currently in stock
Choose whether to enable stock-out warnings
In the Costs and Posting Tab:
Select the costing method
Input the unit cost and purchase price
Add discounts and sales prices (click "Create New" in the cost details section)
Add posting details and, if applicable, the item’s tariff number
Under the Prices and Sales Tab:
Set the unit price
Define the unit of measure for sales
Choose a service commitment option, if needed
Configure replenishment settings in the Replenishment Tab:
Set lead time calculations
Input vendor number and vendor item number
For production items: configure manufacturing policy, routing number, and Production BOM number
For assembly items: define related policies and BOMs
Plan for inventory under the Planning tab:
Set the reordering policy and order tracking policy
Add safety lead time and safety stock quantity
Define lot-for-lot parameters like accumulation period
Set reorder point, default reorder quantity, and order modifiers such as min/max quantities and order multiples
Configure the Item Tracking Tab and Warehousing Tab:
In the Item Tracking Tab:
Enter the item tracking code
Add any required lot numbers
Under the Warehousing Tab:
Specify the warehouse class code
Add the physical inventory counting period
Log the last inventory date and upcoming counting schedule
Once all details are entered, Click the back arrow to return to the Items List. Your new item is now saved and available in Business Central.
Training video: How to Create a New Purchase Item in Dynamics 365 Business Central
Get in touch with the Kwixand Solutions team if you have any questions about purchase items or any other Dynamics 365 Business Central related enquiry. For more training videos, check out our Youtube channel.
