How to Improve Inventory Visibility in Dynamics 365 Business Central
Batch manufacturers using Business Central are no doubt familiar with the lot management and traceability features available within the application. Still, you may wish you had a better way to view all your lots from one screen.
I want to introduce you to one of my favorite extensions on AppSource: Probatch 365 Advanced Inventory Summary by YAVEON. This extension allows you to see a real-time breakdown of your inventory summarized by Lot, Storage Location, and Bin. That’s right: no more digging through multiple screens or building complicated reports to get a clear (or maybe unclear) picture of your inventory.
The best part? You can download this app on the AppSource store for free and integrates seamlessly with Business Central.
Inventory Summary Page in Dynamics 365 Business Central
Once installed, you can access Probatch 365 Advanced Inventory Summary by searching for “Inventory Summary” in the Global Search. Be sure to bookmark the page for one-click access from your role center, as you will need to use it frequently.
You can view your inventory and quantity on hand at the lot level from the inventory summary screen. You can also see what warehouse and bin the lot is in.
The inventory summary screen has filtering and sorting capabilities, just like other pages in Business Central. In the example below, I have added a filter to look at inventory for a specific raw material at a specific warehouse location.
Inventory Summary in Sales Documents
You can also access the inventory summary from sales quotes and sales orders. When you have a customer on the phone, you need to quickly access inventory information to know if the product your customer is asking for is in stock at the local warehouse, or what is available to upsell.
From the related document, in the lines section, select the item you wish to inquire about and go to Line -> Related Information -> Inventory Summary.
The inventory summary will appear and will be pre-filtered to your selected item.
You can also access the same information directly from the item record.
Contact Stoneridge to Optimize Your Inventory Visibility with Dynamics 365
Stoneridge Software helps batch manufacturers in the Food, Chemical, and Pharmaceutical industries find comprehensive solutions to enable their business and is the leading partner in providing implementations and support for YAVEON products in North America.
Get in touch with us to get started.
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