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Everything in View with Navision Warehouse:

Warehouse Management in Dynamics 365 Business Central

Efficient warehouse management significantly contributes to a company’s success. Not only because the warehouse is a very cost-intensive part of the business, but also because the company’s ability to deliver is directly related to its competitiveness.

Have you been impressed by Microsoft Dynamics NAV warehouse management or the warehouse management system in Navision? Dynamics 365 Business Central supports you even more comprehensively and clearly in managing and optimizing your warehouse.

Navision Warehouse Management System:

Your Functions for Warehouse Management

  • All warehouse processes such as goods receipt, stock transfer, picking and goods issue are mapped in the system. You can also track stock levels and key performance indicators at any time and make statements about your performance.

    • Item setup (optional customization)

      You can easily create and manage new items via item cards. There, in addition to the name, you can provide the following information:

      • Inventory
      • Inventory flow method
      • Item attributes (e.g., dimensions or model year)
      • Unit cost
      • Sales price
      Creating an Item CardCreating an item card

      Item attributes
      Assigning item attributes gives you an overview of your item structures and makes sorting and finding items easier. Additionally, item attributes simplify the search for customers in your webshop.

      Item Attributes in Dynamics 365 Business CentralItem attributes in Dynamics 365 Business Central

      Item references
      You also have the option to establish cross-references between

      • the item description you use for an item and
      • the item description the supplier uses for this item.

      Filling out the cross-reference number automatically inserts the supplying company’s item description into associated purchase documents.

      Safety data sheets as items (customization)
      Previously, the company manually packed safety data sheets with its shipments. During picking, warehouse personnel had to know whether and which safety data sheets had to be included for which risk items. There was no system-level control to verify whether the safety data sheets were actually packed. Through our work, safety data sheets are now stored as separate items in Microsoft Dynamics NAV and assigned to the corresponding items. They are physically stored in a separate location in the warehouse, allowing them to be picked like a “normal” item and not forgotten.

    • Item tracking

      Using item tracking, it’s possible to trace the serial or batch number through a sequence of posted warehouse transactions forward or backward.

      You can see how and when an item was

      • received,
      • produced,
      • moved,
      • sold,
      • consumed, or
      • returned.

      Item tracking is particularly helpful for quality assurance. For example, if you need to find out who received products of a specific serial and/or batch number or from which batch a defective component originated.

    • Item availability

      Displaying current item availabilities (also by location, e.g., location “BLUE” and location “YELLOW”) is supported.

      Item Availability in Dynamics 365 Business CentralItem availability in Dynamics 365 Business Central
    • Item reservation

      You can reserve items – for example, for sales orders, purchase orders, service orders, assembly orders, or production orders.

      Item Reservation in Dynamics 365 Business CentralItem reservation in Dynamics 365 Business Central
    • Item locking

      You can lock an item to prevent it from being entered in lines of sales or purchase documents and booked in a transaction. This is useful, for example, if an item has a known issue. If someone selects a locked item in a sales or purchase document, they will be notified with a message that the item is locked.

    • Inventory data

      Inventory data complements item cards. With inventory data, you can differentiate information about items by locations (e.g., warehouses and distribution centers) or variants (e.g., different bin numbers or reorder information). This is useful for items stored in more than one physical location.

    • Inventory levels

      There is a function called “Calculate Inventory Value.” The purpose of this function is to calculate the inventory level of a specific item at a specific start date. The system proceeds by adding the value of inventory receipts and subtracting the value of inventory issues until a specific end date. The end result is then the inventory value at the end date.

    • Location setup

      Bin locations represent the basic warehouse structure of a company. In the system, you can easily manage your multi-warehouse and therefore multiple locations. When creating bin locations, it’s possible to define very specific contents that you place on each bin location.

      Based on this, suggestions for item placement are made.

    • Mobile data capture in the warehouse (add-on)

      Tasklet Factory enables mobile data collection and warehouse management on-site by scanning product barcodes and synchronizing warehouse data in real-time in Dynamics 365 Business Central and Dynamics NAV.

    • Serial and batch numbers

      Serial or batch numbers can be assigned to any incoming or outgoing document. They are often assigned during receipt. This creates a link between item ledger entries and serial or batch numbers.

      By the time of outbound or consumption, the respective serial or batch number must be explicitly selected to retrospectively trace the lifecycle of these items. That is, only then can you track your items, including serial or batch numbers, in warehouse activities.

    • Freight or delivery

      If you collaborate with specific companies for delivery, it’s possible to set them up including their own code and detailed information.

      If the delivering company offers online package tracking, you can also set up automatic package tracking. When you add delivering companies to your sales orders, you can also set up the transportation methods each offers. For each delivering company, you can set up an unlimited number of transportation methods and also set a transportation time for each method.

    • Inventory (optional customization)

      You can easily organize inventories. This includes, among other things, printing inventory lists (with empty quantity fields) as well as notifying and recording actual counts of items.

      Continuous inventory (customization)
      During date-based inventories, business operations are often closed for hours or days. Additionally, external service companies are hired for counts. This effort can be minimized through continuous inventory.

      With our custom development, inventory can be continuously recorded parallel to daily operations. The respective inventory personnel receive a personal stack of counting lists (exported from the system) yet to be processed. After counting – for example, using a scanner – the data is registered and imported back into the standard.

      Snapshot inventory
      Through the inventory journal, it’s possible to conduct a count of all items at a fixed point in time.

      Cyclic inventory
      Inventory valuation can be done through cyclic inventory. With cyclic inventory, certain items are counted multiple times a year to ensure and enhance data reliability.

      Setup is done at the item or inventory data level.

    • Picking

      Picking encompasses several functions that vary by complexity and warehouse location, such as:

      • Picking by order
      • Internal picking (e.g., production requires a specific component)*
      • Picking multiple orders
      • Planning picking instructions

      Even multi-order picking can be fulfilled with the standard version.

      *Internal picking and put-away request
      There is a function for internal picking and put-away request.

      This function is necessary, for example, when an item is intended for demonstration purposes. This item remains in the possession of the company and is part of the inventory, but it’s not available for picking.

      In other situations, production might unexpectedly need some parts for an order. You can then pick items for production warehouse locations using the internal picking request.

      With internal put-away requests, you can perform put-aways without referencing a specific source document.

    • Packaging licensing (customization)

      For ecological reasons, companies should or must be able to prove which packaging they put into circulation. The Packaging Act (VerpackG) legally requires the material recycling of the vast majority of sales packaging. As a result, manufacturing companies and other distributing companies (or trading companies) are obligated to participate in a dual system for packaging they issue.

      In some cases, we have extended the system standard to allow the necessary data for packaging to be captured directly in the system. Additionally, we have programmed an evaluation in Dynamics 365 Business Central or Dynamics NAV that provides all delivered packaging with date, weight, and packaging type as a table. With this data, reporting to the “DerGrünePunkt” system can be performed.

    • Returns processing (optional customization)

      Goods are returned in various scenarios. You can map all processes related to this, such as:

      • Creating a complaint (return of incorrect items)
      • Shipping replacement items
      • Calculating a restocking fee
      • Returning an item to a vendor for repair

      Returns processing for defective items (customization)
      For our clients, we have integrated a custom development within the goods return booking process.

      Previously, the company had to manually remove defective goods returned from inventory. Microsoft Dynamics normally handles a return so that an inventory is automatically created. However, in this particular company, returns were only rarely usable because they were only sent back when irreparably damaged, and refurbishing them for resale would be too labor-intensive. Consequently, the goods did not return to inventory but were scrapped directly.

      Through our custom development, this process is now directly booked in Microsoft Dynamics.

    • Transfer

      Transfer of items to other warehouse locations is handled through a transfer order.

      With transfer orders, you send the outgoing transfer from one location and receive the incoming transfer at the other location. This allows you to manage the involved warehouse activities and provides more assurance that inventory quantities are correctly updated.

    • Goods receipt

      Goods receipts can be easily booked via the corresponding business document (e.g., purchase order, transfer order, or sales return).

      Handling of over/under receipts
      For goods like sand and foil, delivery quantities sometimes vary. Therefore, it’s possible to vary the delivery quantities in your ERP system within certain limits (e.g., 10%). An imaginable example would be if instead of 1.5 tons of sand, 1.55 tons of sand are delivered.

    • Goods issue (optional add-ons)

      Items can be shipped either through a sales order or a warehouse shipment document. You can easily prioritize shipping carriers and provide shipping confirmations including tracking information.

      Shipping processing and label printing – including dangerous goods (add-on)
      For optimal shipping processing and label printing, we offer an interface to the Comsol Multiship add-on. The add-on also helps fulfill all EU transport regulations for the transport of dangerous goods. Thus, the carrier is provided with the necessary information and documents as part of the shipping process.

      Customs declaration (add-on)
      You can easily handle customs declarations through the Comsol Exposys Customs Atlas AES add-on.

Dynamics 365 Business Central Kundenkarte
Dynamics 365 Business Central customer card
Navision Warehouse:

Your Benefits through Our Warehouse Management Functions

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More Accurate Planning

Reliable information about stock levels allows you to plan orders better.

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Reducing Costs

Plan better, automate processes, tie up less capital in the warehouse and reduce your costs along the way.

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Fast Execution

Process your orders faster and more smoothly. You also reduce errors.

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Better Overview

You have an overview of all items in your warehouse at all times (e.g., quantity, storage location).

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Meet Deadlines

Your customers benefit because they can rely on your delivery date commitments.

From Theory to Practice:

Tutorial: Warehouse Management with Dynamics 365 Business Central

  • How do I set up storage locations or storage bins?

    Warehouse locations, in conjunction with storage bins, reflect the basic warehouse structure of a company. Within the system, it is possible to classify storage bins according to their usage. This is done using storage bin classes (e.g., antistatic or heated areas). Zones can also be used to define areas or their purpose within a warehouse. Examples of zones include picking areas, goods receipt, or goods issue.

    Controlling the use of storage bins in the system (chaotic warehousing) is also possible, as is receiving suggestions for storage bins based on previous transactions.

    Storage locations
    Overview of storage locations
    Warehouse Locations
    Overview of warehouse locations
  • How do I map material flows?

    In addition, it is important for warehouse management to be able to map and track material flows. Generally, using item tracking, you can track when an item is:

    • received,
    • produced,
    • relocated,
    • sold,
    • consumed, or
    • returned.

    Item tracking is particularly helpful in terms of quality assurance, for example, when you need to find out which customer received products from a specific batch number or which batch a defective component originated from.

    On the item tracking page, you can track the serial and/or batch number forward or backward through a sequence of posted warehouse transactions.

    Goods receipt and inbound storage

    After inspecting the new items for quality and integrity, you can receive the new items at any warehouse set up for goods receipt in Dynamics 365. If you use multiple storage bins, you can either accept the default storage bin entered or, if the item has never been used in this warehouse before, enter the storage bin where the new item should be stored.

    The ERP solution supports you by providing intelligent storage suggestions when using chaotic warehousing.

    Regardless of which bin you choose, you need to enter the quantities of the items received and book the goods receipt.

    If overages occur, it may be cheaper to keep the excess inventory than to return it. Your supplier may offer you a discount for storing it. In that case, simply set up an overage.

    *Item setup
    If an item does not exist yet, you can assign it, including all units of measure (e.g., inventory posting groups, unit costs, and prices), other characteristics and properties (e.g., color, country of manufacture, size, or dimension), and create item tracking numbers or serial or batch numbers. The system also supports cross-referencing information from customers, shipping companies, and manufacturers and maintains substitute items, allowing you to offer alternatives to sold-out products.

    Item Setup
    Item setup

    This way, you have an overview in the system of all your items along with detailed data such as acquisition prices.

    Item Overview
    Item overview

    Relocation

    Relocating items to other warehouse locations generates item entries to sustain item movement and must therefore be done based on a transfer order or an item transfer journal.

    With transfer orders, you send out the outgoing transfer from one warehouse location and receive the incoming transfer at another warehouse location. The document level of the transfer order additionally allows you to use the warehouse activities set up for the respective warehouse location (e.g., goods receipt, goods issue, etc.) and provides more certainty that warehouse inventory quantities are correctly updated.

    With the item transfer journal, you simply fill out the fields from warehouse code and to warehouse code. When you post the journal, the item entries at the relevant warehouse locations are adjusted.

    Relocation
    Relocation

    Picking and packing

    You can easily pick one or more items (basic warehouse configuration or advanced warehouse configuration), including picking components for production or assembly.

    Special case: Spare parts

    The production may unexpectedly need some components for an order. You can pick items for production warehouse locations using the internal picking request. If some items are not used after all, they need to be returned to the warehouse location. With internal put-away requests, you can perform put-aways without having to reference a specific source document.

    Shipping

    Items can be shipped either via a sales order or via an outbound transfer order.

    If you are shipping items from a warehouse that is not set up for processing outbound orders, you can simply record the outbound shipment in the associated business document (e.g., a sales order, a service order, a purchase return, or an outbound transfer order).

    If you are shipping items from a warehouse that is set up to require processing outbound orders, you can only record the outbound shipment based on source documents released by other departments of your company for processing.

    Assignment of serial and/or batch numbers

    If warehouse items do not yet have serial and/or batch numbers in the sales document, warehouse personnel must reassign them during outbound activities. These can be selected from the pool of available inventory.

  • Is it possible to automate warehouse processes?

    To free up space for strategic activities, it makes sense to automate administrative tasks. Using the combination of Dynamics 365 Business Central and the Microsoft Power Platform, you can automate individual warehouse and related processes. One application example would be for Microsoft Power Automate to automatically send a shipping confirmation to the customer as soon as the desired item has left the warehouse.

  • How do I control an inventory via the system?

    You can organize your inventory counting project entirely through the system. For this purpose, the report Inventory Counting can be printed with empty quantity fields for entering the counted inventory. Once employees have finished counting and entered the quantities on the Inventory Counting page, the quantities will be transferred to the corresponding lines of the Inventory Order page.

    Multiple records can be created for an order. For example, different employees could count different item groups.

  • How can I coordinate and manage my warehouse staff using a system?

    Setting up warehouse staff

    All employees performing warehouse activities must be set up in the system as warehouse staff and assigned to a default warehouse location or multiple non-default warehouse locations. Through this user setup, all warehouse activities within the database are filtered according to the employees’ warehouse location, allowing employees to only perform warehouse activities at the default warehouse location.

    Management of a business calendar including work shifts

    In the system, create work shifts including a specific description and a unique code, schedule employees accordingly, and have an overview of your employees’ shifts (e.g., warehouse workers, warehouse assistants, forklift operators, logistics specialists, shipping department employees, or administrative staff) in the business calendar at any time.

  • How do I generate reports on our KPIs?

    Efficient warehouse management is crucial for ensuring the optimal functioning of an entire company’s supply chain and for maintaining competitiveness. The work of warehouse management is always aimed at making warehouse management more economical and efficient. To achieve this, warehouse managers regularly review the performance metrics of relevant warehouse and logistics processes. These include, for example, inventory turnover, productivity, lead time, accuracy of delivery, warehouse operating costs, inventory value*, and average inventory level.

    Depending on the current figures, it is up to warehouse management to identify the causes of problems and delays and initiate appropriate measures (e.g., optimizing the use of area-specific budgets).

    *Example: Calculation of inventory value
    You can determine the inventory value at any time using the “Calculate Inventory Value” function. The system then begins by calculating the inventory of the item as of a certain start date. It adds the value of inventory receipts and subtracts the value of inventory issues until a certain end date. The end result is the inventory value at the end date. The printed report always shows actual (invoiced) amounts, i.e., purchase prices of items booked as invoiced.

Stay up to Date with Us:

Workshop: We Set Up the Warehouse/Logistics Area with You

Would you like support in setting up the warehouse and logistics functions? Perfect, you’ve come to the right place.

In this workshop, we will set up the warehouse and logistics functional areas together within two days so that you can use the standard processes – remotely or on site.

 

  • Target group

    This workshop is aimed at companies that would like to receive support in setting up the Projects area in Dynamics 365 Business Central.

  • Description

    Within two days, we will set up the warehouse and logistics areas in Dynamics 365 Business Central for you.

    In detail, this means: item creation, item availability, item reservation, item blocking, warehousing data, stock levels, storage location setup, serial and batch numbers (item tracking) and shipping or delivery.

    This enables you to carry out standard processes: Inventory, picking, returns processing, stock transfer, goods receipt and goods issue.

  • Prerequisite

    You need at least one Dynamics 365 Business Central license (Essentials or Premium).

Decision Made Easy:

Why anaptis? Your Benefits

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Why should you choose us as your partner company for ERP implementation from the vast Microsoft network? Here’s an overview of what makes us unique:

  1. Close-to-standard and flexible approach
  2. Fair rights of use for the code
  3. Personalized support
  4. Honest and fair statements
  5. Experienced and reliable company
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Let's Craft Your Success Story together

Get to know us! In a free initial consultation, we’ll determine together if we, as a partner company, and the ERP system for medium-sized businesses, are the right solution for you and your company.

We are looking forward to your inquiry!

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