Hello everyone,
can someone explain me the best practice for items (type: Service) and resources/resource groups. When do I use what?
My starting point
I work in a craft business and have created every craftsman as a resource in Business Central, because I can book working times for a resource. I have also grouped them into resource groups, e.g. all electricians in one group.
My problem
I can only select items or resources on a quote. But when I wrote the offer, I didn't know which craftsman is going to the construction site. All I know is that I need an electrician there for eight hours, for example. However, I can't add resource groups to an offer.
My question
Are service type items made for this purpose? So should I create the resource group as well as item? Can I link them? Do I have to enter the exact hours manually later?
Or am I better off creating a general resource for the electrician and using it on the quotes?
Thank you for your help and best regards
Nico
