You can create an item template in Business Central by saving an existing item as a template. This lets you reuse the settings from an item you already use, instead of filling in every field manually each time you create a new item.
To do this, open the item card, choose Actions, then Functions, and select Save as Template. You give the template a code and a description, then adjust any fields you need before saving.
You can change individual settings on the template after creating it. For example, you can set a specific VAT percentage so the template fits a particular group of customers.
Creating an item template from an existing item in Business Central
If you regularly create items with similar settings, you can save yourself a lot of repetitive work by building a template from an item you already have. The idea is simple: take an existing item that already has the settings you want, and save it as a template you can reuse.
Start by searching for Items and opening the item list. Choose an item that already has the settings you use for many customers. That way, the template inherits those settings from the start.
Saving an existing item as a template
With the item open, go to Actions and then Functions, where you will find the option Save as Template.
You then enter a code for the template. The code should describe what the template is for, for example a code for German customers. When Business Central asks whether you want to continue, choose Yes.
Next, fill in a description. The description can be something descriptive like “German customers 2022” so it is easy to recognise the template later.
Adjusting the template settings
Once the template is created, take a moment to check whether it needs any adjustments. The template starts out with the settings from the original item, but you can change individual fields to fit the purpose.
For example, you can adjust the VAT setting and choose a specific VAT percentage, such as 12.5. When you are done making changes, click OK to finish.
Q&A
How do I create an item template in Business Central?
Open an existing item that has the settings you want, go to Actions, then Functions, and choose Save as Template. Enter a code and description, adjust any fields, and click OK.
Why should I base a template on an existing item?
An existing item already has the settings you use, often for many customers. By saving it as a template, those settings carry over automatically, so you avoid filling in every field manually.
Can I change the settings on the template after creating it?
Yes. After creating the template, you can adjust individual fields. For example, you can set a specific VAT percentage such as 12.5 to match a particular group of customers.