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A different item description for the customer

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I would like to have 2 different descriptions of the same item - one for the item itself which contains more information (and goes on purchase orders and inventory) and one for the customer which is simiplified (and goes on the invoice). How do I do this in business central? 

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,234 Super User 2024 Season 1 on at
    RE: A different item description for the customer

    Hi Shawn - Can you please share a screenshot of the Sales Description field & it's setup in S&R Setup? Can't seem to find it

    Also please let the community know which localization of BC you're using

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    Shawnsauve Profile Picture
    Shawnsauve 1,089 on at
    RE: A different item description for the customer

    To have two different descriptions of the same item in Business Central, you can use the Item Description and Sales Description fields.

    The Item Description field is the detailed description that appears on purchase orders, inventory, and other internal documents. To set this up:

    1. Go to the Item List page.

    2. Select the item you want to set up.

    3. Click on the Edit button to open the item card.

    4. Enter the detailed description of the item in the Item Description field.

    5. Save the changes.

    The Sales Description field is the simplified description that appears on invoices and other customer-facing documents. To set this up:

    1. Go to the Sales & Receivables Setup page.

    2. Click on the Sales tab.

    3. Scroll down to the Description section and check the box for "Use Item Sales Descriptions".

    4. Go back to the Item List page.

    5. Select the item you want to set up.

    6. Click on the Edit button to open the item card.

    7. Enter the simplified description of the item in the Sales Description field.

    8. Save the changes.

    Now, when you create an invoice or other customer-facing document, the Sales Description field will automatically populate with the simplified description you entered, while the detailed Item Description field will be used for internal documents like purchase orders and inventory.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    RE: A different item description for the customer

    Hi, You can use the following options

    1. Variants

    2. Item References

    pastedimage1681086149894v1.png

    3. Description 2

    pastedimage1681086191155v2.png

    Hope this helps.

    Thanks.

    ZHU

  • black_s Profile Picture
    black_s 323 on at
    RE: A different item description for the customer

    Hi,

    Maybe you can delve into Item References

    learn.microsoft.com/.../inventory-how-use-item-cross-refs

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