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Item templates in Business Central let you set up default values for new items, so you don’t have to fill in the same fields manually every time you create an item. This guide shows you how to create an item template step by step.
To create an item template, search for “Item Templates” in Business Central and choose New. Fill in the code (the template name), a description, the base unit of measure, the inventory posting group, and the VAT posting group.
The base unit of measure defines whether the item is counted in pieces, boxes, bags, or another unit. The inventory posting group and VAT posting group control how the item is posted in the general ledger.
How to create an item template in Business Central
Start by searching for “Item Templates” and open the page. Click New to create a new template.
Fill in the Code, which is the name of the template. This could be something like “Customers” or another name that describes what the template is used for. Then add a Description so it’s clear what the template covers.
Setting the base unit of measure
The next field is the Base Unit of Measure. This determines how the item is measured, for example whether it is a bag, a box, or a piece. In this case, we choose Piece.
Posting groups for the item template
Under the posting settings, you need to fill in the Inventory Posting Group. Here you can choose, for example, Item.
You also need to set the VAT Posting Group. In this example, we choose VAT 25%.
Q&A
How do I create an item template in Business Central?
Search for “Item Templates”, click New, then fill in the code, description, base unit of measure, inventory posting group, and VAT posting group.
What does the code field in an item template mean?
The code is the name of the template, such as “Customers”. It identifies the template when you apply it to new items.
What is the base unit of measure used for in an item template?
It defines how the item is measured, for example as a piece, a box, or a bag.
Which posting groups do I need to set on an item template?
You need to set the inventory posting group, for example Item, and the VAT posting group, for example VAT 25%.