This is a two part series to introduce Business Central Warehouse Management on a high-level.
In Business Central, there are various warehouse configurations available, which can be overwhelming for new onboarding customers, especially those transitioning from system without inventory management capabilities.
Hence, in this series, I will simplify and streamline the understanding of the high-level differences between various warehouse configurations found on the “Location Card” in Business Central and what are their Inbound and Outbound processs flow.
To make it more straightforward, we will focus solely on Purchase, Sales, and Transfer. Warehouse handling for Assembly and Production follows nearly identical flows.
The information here is summarized and made easier from Microsoft Learn.
Click here to learn more and understand the full capabilities of Business Central Warehouse Management.
Types of Warehouse Setups
Type | Location Card | Screenshot |
---|---|---|
No Warehouse | everything uncheck | |
Basic (Inventory) | Require Put-away Require Pick | |
Basic (Warehouse) | Require Receive Require Shipment | |
Advanced | Require Put-away Require Pick Require Receive Require Shipment | |
Advanced (Put-away) | Require Put-away Require Pick Require Receive Require Shipment Use Put-away Worksheet | |
Advanced (Directed) | Require Put-away Require Pick Require Receive Require Shipment Directed Put-away and Pick |
Inbound Warehouse Process
No Warehouse
Basic (Inventory)
Basic (Warehouse)
Advanced
Advanced (Put-away)
Advanced (Directed)
Similar Inbound process as “Advanced” except you can’t post receipt from Order.
Outbound Warehouse Process
No Warehouse
Basic (Inventory)
Basic (Warehouse)
Advanced
Advanced (Directed)
Similar Outbound process as “Advanced” except you can’t post ship from Order.
High-Level Comparison
No Warehouse | Basic (Inventory) | Basic (Warehouse) | Advanced | Advanced (Directed) | |
---|---|---|---|---|---|
Allow Combine Rec/Ship Documents | No | No | Yes | Yes | Yes |
Allow Post Rec/Ship from Orders | Yes | Yes | Yes | Yes | No |
Must fill in Qty. to Rec/Ship first | Yes | Yes | No | No | No |
Must add to “Warehouse Employee” | No | No | Yes | Yes | Yes |