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Small and medium business | Business Central, N...
Answered

Best Practice: Item (Type: Service), Resources, Resource Groups

Posted on by 115

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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Best Practice: Item (Type: Service), Resources, Resource Groups

    I agree with Kim's suggestion to you.

    But if your orders are a bit more complex and involves several resources and elements of fixed prices you could also consider using the jobs module in Business Central. That gives you some more flexibility than the order but are a little bit more complex to handle.

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: Best Practice: Item (Type: Service), Resources, Resource Groups

    I think a generic resource for Electrician makes sense for your quote and turning the quote into an order. Once you assign a specific person, you can update the order.

  • GER_Nico Profile Picture
    GER_Nico 115 on at
    RE: Best Practice: Item (Type: Service), Resources, Resource Groups

    Thank you very much for your detailed answer. I have already read the documentation, but it does not answer my questions.

  • DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Best Practice: Item (Type: Service), Resources, Resource Groups

    hi

    look tuhis

    learn.microsoft.com/.../inventory-about-item-types

    DAniele

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