Dynamics NAV - Item Card Overview

In this video, we will show you an overview of the item card in Dynamics NAV.

 

Knowing what is on an item card is an important part of being able to use Dynamics NAV and it is a great idea to familiarise yourself with how this essential part of NAV works. To access an item card, go to the item list and double-click on your chosen item. Once the item card is open, you will see all of the details about that item with fields categorised by FastTabs. First is the ‘Item’ FastTab which has all of the general information on this item such as the item number, description and the base unit of measure. In the ‘Inventory’ FastTab, you can see the amount of this item in your inventory. Another useful feature of the ‘Inventory’ FastTab is being able to set a stock out warning and preventing negative inventory on items. The ‘Stock-out Warning’ function will alert users when the stock levels are nearing zero, whilst the ‘Prevent Negative Inventory’ function will do just that, making sure the stock levels do not drop below zero.

Next up is the ‘Price & Posting’ FastTab, where you can set the costing method, cost and price of the item as well as the price/profit calculation. The ‘Replenishment’ FastTab is where you set how you restock your inventory, allowing you to select either ‘Purchasing’, ‘Production’ or ‘Assembly’ and can set a lead time calculation, giving you the ability to estimate the time between the initiation and completion of purchasing, producing or assembling the item. In the ‘Planning’ FastTab, we can set the reorder policy for the item and whether the item can be reserved or not. The reorder parameters can also be set here so the system knows when more stock is needed and how many to order. You can also allow set up item tracking if your company uses this and even set warehouse configuration in the ‘Warehouse’ FastTab. Within the item card, you can also look at its item ledger entries in more detail. On the right of the page, there are FactBoxes which contain various bits of information about the item and any notes made by you or anyone else on that item, which are shared across devices and users.