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How to sell a Catalog Item (Non-stock Item) on a Sales Order

Creating Sales Order
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Presenter: Christina Fausbøll, Product Manager

How to add a catalog item on a sales order in Business Central?

To add a catalog item on my sales order, I choose the type of item, and go into line, functions, and select catalog items.

This is what happens in the video

Catalog items in Microsoft Dynamics 365 Business Central let you add products to a sales order that you do not keep as regular items in your item list. When you add a catalog item to a sales order, Business Central converts it into a normal item automatically.

The new item gets the item number you defined in the catalog item setup. After conversion, you can find the item in your normal item list and use it like any other item.

How to add a catalog item to a sales order

Start on the sales order line and choose the type of item you want. Then go to Line, open Functions, and select Catalog Items.

This opens a list of available catalog items. Find the catalog item you want to add to your sales order, mark it, and press OK.

What happens when you add a catalog item

Once you confirm the selection, Business Central converts the catalog item into a normal item. The item is assigned the item number defined in the catalog item setup.

From that point on, the item behaves like any other item in your system. You can find it in your item list and reuse it on future orders.

Q&A

How do you add a catalog item to a sales order in Business Central?

On the sales order line, choose the type of item, then go to Line, Functions, and select Catalog Items. Pick the catalog item from the list, mark it, and press OK.

What happens to a catalog item after you add it to a sales order?

Business Central converts the catalog item into a normal item and assigns it the item number defined in the catalog item setup. You can then find it in your regular item list.

Where does the item number for a converted catalog item come from?

The item number is taken from the definition in the catalog item setup.

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