How to add catalog items on a sales quote in Business Central?
It is possible to add catalog items on a sales quote.
When I do this, a normal item will automatically be created based on my catalog item.
This is what happens in the video
You can add catalog items directly to a sales quote in Business Central. When you do, Business Central automatically creates a normal item based on your catalog item, so you can include it on the quote.
To add a catalog item, create a sales line with the type Item, choose Line and select Catalog Items, then pick the item you want. Once you confirm, the catalog item converts to a normal item and gets the item number defined in your catalog item setup.
Adding catalog items to a sales quote
In Business Central you can put catalog items on a sales quote. A catalog item is one you don’t yet maintain as a full item in your system, but want to be able to sell. When you add it to a quote, Business Central automatically creates a normal item based on the catalog item, so you can work with it like any other item on the line.
How to add a catalog item to a sales line
Start by adding a sales line and choosing the type Item. Then press Line and select Catalog Items. This opens the list of available catalog items.
From here, pick the catalog item you want to add to the sales quote and press OK.
What happens when you add the item
Once you confirm your selection, the catalog item is converted to a normal item. The item number changes to the item number defined in your catalog item setup. From that point you can include the item on your sales quote and use it just like any other item.
Q&A
What happens to a catalog item when you add it to a sales quote?
It is automatically converted to a normal item, and the item number changes to the one defined in your catalog item setup. You can then include it on the sales quote like any other item.
How do you add a catalog item to a sales line in Business Central?
Create a sales line with the type Item, press Line, select Catalog Items, choose the item you want, and press OK.