Business Central: Inventory and Warehousing Training Course

Business Central: Inventory and Warehousing Training Course

Introduction

Microsoft Dynamics 365 Business Central offers a robust, cloud-based platform essential for modern Supply Chain Management (SCM). Business Central: Inventory and Warehousing Training Course is designed to empower professionals with the practical skills needed to fully leverage Business Central's Inventory and Warehouse Management (WMS) capabilities. In today's competitive environment, real-time inventory visibility, optimizing warehouse efficiency, and ensuring order accuracy are non-negotiable for sustained business growth. Poor inventory control directly impacts financial performance, leading to costly stockouts or excessive carrying costs. This course focuses on mastering the core configurations from fundamental Item Master Data setup and Costing Methods (FIFO, Average, Standard) to advanced concepts like Bin Management, Directed Put-away and Pick, and Lot/Serial Number Tracking.

By completing this program, participants will transform from basic users into proficient Functional Consultants and Key Users capable of streamlining Inbound (Receipts, Put-aways) and Outbound (Picks, Shipments) logistics processes. We cover crucial functions like Physical Inventory Counting (Stock Take), managing Transfer Orders between multiple locations, and integrating warehouse activities with the core Finance and Sales modules. The training emphasizes hands-on labs and real-world case studies to ensure practical application, equipping your team to drive operational excellence, improve inventory turnover, and deliver on customer promises with high fulfillment accuracy, ultimately maximizing the return on your Business Central ERP investment.

Course Duration

5 days

Course Objectives

Upon completion of this course, participants will be able to:

1. Configure the core Inventory Setup and Locations (Warehouses) for single and Multi-Location operations.
2. Master the creation and maintenance of Item Master Data, including SKUs, Units of Measure (UoM), and Item Categories.
3. Implement and manage various Inventory Costing Methods and understand their G/L Integration.
4. Execute all fundamental Inventory Transactions, including positive/negative adjustments and Item Reclassification Journals.
5. Perform accurate Physical Inventory Counting to ensure high inventory accuracy.
6. Set up and manage Lot Number and Serial Number Tracking for complete Product Traceability and compliance.
7. Configure Bin Management and Warehouse Zones to optimize physical storage and space utilization.
8. Streamline Inbound Logistics processes using Warehouse Receipts and Put-away documents for controlled receiving.
9. Optimize Outbound Logistics using Warehouse Shipments and Guided Picks for faster order fulfillment.
10. Implement Directed Put-away and Pick workflows for Advanced Warehouse operations and enhanced efficiency.
11. Manage Internal Warehouse Movements and Replenishment to keep picking bins adequately stocked.
12. Generate and analyze key Inventory Valuation and Warehouse Performance Reports and KPIs.
13. Utilize Mobile Warehouse Devices (Scanners) for real-time data capture and improved shop floor productivity.

Target Audience

1. Warehouse Managers & Supervisors.
2. Inventory & Stock Control Specialists.
3. Supply Chain & Logistics Professionals.
4. Dynamics 365 Functional Consultants
5. Key Users & System Administrators.
6. Operations Managers.
7. Finance Professionals
8. Business Analysts.

 Course Modules

Module 1: Inventory Fundamentals & Configuration

• Item Master Data Setup.
• Configuring Locations and Stockkeeping Units (SKUs) for multi-site inventory.
• Understanding and setting up Inventory Posting Groups for G/L Integration.
• Management of Units of Measure, conversion factors, and Item Tracking codes.
• Case Study: A global distributor needs to set up its new US warehouse in Business Central, segmenting its inventory into three distinct item categories and configuring the correct posting groups to ensure financial transparency.

Module 2: Inventory Costing & Valuation

• Deep dive into Costing Methods.
• Executing Inventory Adjustments and the automated Cost Adjustment batch job.
• Managing Expected Cost and Actual Cost and the financial reconciliation process.
• Handling Non-Inventory Items and Service Items.
• Case Study: A manufacturing company switches from Average Costing to FIFO for better profit margin visibility. Participants run a simulation to track cost layers for a batch of components through purchase, sales, and a cost adjustment.

Module 3: Basic Warehouse Processes

• Differences between Basic Inventory and Warehouse Management System in Business Central.
• Processing Purchase Receipts and Sales Shipments without bins.
• Using Inventory Put-away and Inventory Pick documents for order-by-order basic flow.
• Managing Location Transfers using the Transfer Order document.
• Case Study: A small retail warehouse moves inventory from its main storage location to a remote store. Participants create and post a Transfer Order ensuring proper in-transit tracking and receipt at the destination location.

Module 4: Advanced Warehouse Setup: Bins & Flows

• Configuring Warehouse Locations for bins and defining Bin Types
• Setting up Directed Put-away and Pick functionality and enabling Warehouse Documents.
• Defining Put-away Templates and Bin Ranking to optimize storage and placement.
• User setup with Warehouse Employees and assigning Responsibility Centers.
• Case Study: An electronics parts distributor implements a new bin structure to separate bulk storage from high-volume picking bins. Participants configure the new location and define a template to ensure all new receipts are directed to the correct zone.

Module 5: Advanced Inbound Logistics

• Processing Warehouse Receipts against Purchase Orders and Transfer Orders.
• Generating and executing Directed Put-away tasks to guide staff.
• Handling Quality Check and Quarantine Management during receiving.
• Integration with Item Tracking during the receipt process.
• Case Study: A pharmaceutical company receives a shipment of raw material requiring Lot Tracking. Participants process the Warehouse Receipt, record the lot numbers, and execute the directed put-away to a quarantine zone.

Module 6: Advanced Outbound Logistics & Fulfillment

• Consolidating multiple sales orders into a single Warehouse Shipment.
• Generating Directed Picks based on optimized picking strategies
• Executing Shipping and posting the Warehouse Shipment document.
• Managing Backorders and handling partial shipments.
• Case Study: An online retailer needs to pick and ship three orders simultaneously. Participants consolidate the orders, generate a single pick for the warehouse worker, and post the shipment, focusing on minimizing travel time.

Module 7: Inventory Accuracy & Internal Operations

• Executing Physical Inventory Worksheets for Annual Stock Take.
• Implementing Cycle Counting using the Warehouse Item Journal to minimize disruption.
• Using Movement Worksheets for internal transfers and bin-to-bin replenishments.
• The role of Assembly Management and its impact on inventory components.
• Case Study: A warehouse performs a surprise cycle count on its top 50 high-value items. Participants use the cycle counting tools to record and post the variances, reconciling inventory with the general ledger.

Module 8: Reporting, Analytics & Mobile Integration

• Analyzing Inventory Valuation Reports and reconciling with the General Ledger.
• Tracking Warehouse KPIs.
• Introduction to using Mobile Warehouse Management solutions for real-time task execution.
• Extending WMS with the Power Platform for advanced analytics.
• Case Study: The Operations Manager needs a dashboard showing monthly Inventory Turnover Ratio and Picking Accuracy. Participants utilize the built-in and Power BI reporting tools to visualize and analyze these critical performance indicators.

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.