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Table of Contents

Basic Operation of Business Central

Application Bar

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(1) Search - The search functionality for search the function or report that you want to do.

Clicking the search icon or use the shortcut key: Alt-Q to search for Reports, Pages, Tasks or Actions.

For example, the steps below for find item when you want to create a new item.

Step 1 - Click the Search Icon

Step 2 - Enter "Item" into the search box

Step 3 - Click the link "Items" from the list

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(2) Setting - Change basic setting such as company, work date or default Role Center

(3) Help and Support - Clicking the questing mark icon in the top right corner or use the shortcut key: Ctrl+F1 to access to the Help & Support Page

Navigation

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(1) Navigation menus - The top-level navigation should provide access to relevant entity lists for the role's areas of business. 

     For example, sales related features such as customer, item, sales order, sales invoice etc. are listed under Sales


(2) Navigation bar - Most useful entity lists according to users’ business process. 

     For example, with a business manager role center, these could be links to item, customers, vendor, sales orders etc.


For more details, please see Dynamic 365 Business Central Overview

Basic information

TypesDescription

Item

Item cards hold the information that is required to buy, store, sell and account for items. 

Follow the step below for create new item:

  1. Select Item frin Use search function for find Item


  1. Click New
  2. Enter following information in Item Tab
    • Description
    • Base Unit of Measure

  4. Ener following information in Costing & Posting Tab

    • Gen. Prod Posting Group
    • Inventory Posting Group

For details, please see the Item function manual.

Vendor


Vendor cards hold the information for the goods provider, services provider, producers etc

Follow the step below for create new Vendor:

  1. Use search function for find Vendor
  2. Click New
  3. Enter following information in General Tab
    • Name

  4. Ener following information in Address & Contact Tab (optional)

    • Address
    • Contact information such as phone and email etc

  5. Ener following information in Invoicing Tab 

    • Gen. Bus. Posting Group
    • Vendor Posting Group


For details, please see the Vendor function manual.

Customer



Customer cards hold the information for the customer who sell the goods to.

Follow the step below for create new Customer:

  1. Use search function for find Customer
  2. Click New
  3. Enter following information in General Tab
    • Name

  4. Ener following information in Address & Contact Tab (optional)

    • Address
    • Contact information such as phone and email etc

  5. Ener following information in Invoicing Tab 

    • Gen. Bus. Posting Group
    • Customer Posting Group


For details, please see the Customer function manual.

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