> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/test-yourself-operations.md).
# Test yourself - Operations
Self-check quiz for Bevica operations workflows across navigation, setup, permissions, sales, purchasing, inventory, warehousing, and troubleshooting.
**Top of the class or could do better?**
Use this page as a self-check. Try answering first. Then reveal the answer.
### Getting started & navigation
{% stepper %}
{% step %}
#### How do I find a page, report, or setup screen fast?
**Multiple choice**
A. Use **Find Entries (Navigate)**\
B. Use the global search. Use **Explore All** if needed\
C. Use page inspection\
D. Use Item Journals
Reveal answer + link
Correct: **B**
Use the global search in Business Central.
If you can’t find it, try **Explore All** from your Role Centre.
Read more: [Getting started & navigation](/documentation/guides/getting-started-and-navigation.md).
{% endstep %}
{% step %}
#### How do I personalise lists and pages for my role?
**Scenario**
You need a new column on a list page.\
You also want to save the view for later.
**What do you do next?**
Reveal answer + link
Use personalisation.
Add/remove fields, reorder columns, and save filters/views.
Read more: [Personalising your views](/documentation/guides/getting-started-and-navigation/personalising_your_views.md).
{% endstep %}
{% step %}
#### How do I trace postings and see “what created this entry”?
**Multiple choice**
A. Item Availability\
B. Find Entries (Navigate)\
C. Bevica Setup\
D. Customer Favourites
Reveal answer + link
Correct: **B**
Use **Find Entries (Navigate)** for posted documents and ledgers.
Read more: [Find Entries (Navigate)](/documentation/guides/getting-started-and-navigation/find_entries_-navigate.md).
{% endstep %}
{% step %}
#### What should I use when something looks “wrong” on-screen?
**Scenario**
A page looks wrong.\
You suspect an extension or field mapping issue.
**What do you do next?**
Reveal answer + link
Use page inspection to check table/field names and extensions.
Read more: [Page Inspection](/documentation/guides/getting-started-and-navigation/page_inspection.md).
{% endstep %}
{% endstepper %}
### Setup & configuration
{% stepper %}
{% step %}
#### Where is the main Bevica setup area?
**Multiple choice**
A. Customer Card\
B. Bevica Setup\
C. Item Journals\
D. Navigate
Reveal answer + link
Correct: **B**
Search for **Bevica Setup**.
It centralises Duty, Private Reserves, Reservations, Reporting, and more.
Read more: [Bevica Setup](/documentation/guides/setup-and-configuration/bevica_setup.md).
{% endstep %}
{% step %}
#### What prerequisites should I complete before turning on Bevica features?
**Scenario**
You want to enable a Bevica module.\
Posting throws errors due to missing standard setup.
**What do you do next?**
Reveal answer + link
Complete core setup for Purchases, Sales, Finance, and Inventory first.
Bevica assumes standard posting setup exists before you enable modules.
Read more: [Bevica Setup](/documentation/guides/setup-and-configuration/bevica_setup.md).
{% endstep %}
{% step %}
#### Where do I configure credit hold behaviour?
**Scenario**
Sales orders should be held automatically based on credit rules.\
You need to change the behaviour for the business.
**What do you do next?**
Reveal answer + link
Set the rule in the **Credit Order Management** fasttab in Bevica Setup.
Read more: [Credit Held Orders](/documentation/guides/sales/credit_held_orders.md).
{% endstep %}
{% endstepper %}
### Permissions & access
{% stepper %}
{% step %}
#### Why can’t a user see a page, action, or FactBox?
**Scenario**
A user can sign in.\
They still cannot see a page/action/FactBox they need.
**What do you check next?**
Reveal answer + links
Check user licensing first.
Then check permission sets.
Bevica features often come from extension permission sets.
Read more:
* [User Plans - Assigned Licences](/documentation/guides/permissions-and-security/user_plans_-_view_all_users_and_their_license_type.md)
* [Bevica Permissions](/documentation/guides/permissions-and-security/bevica_permissions.md)
{% endstep %}
{% step %}
#### How do I lock down what salespeople can see?
**Multiple choice**
A. Add them to SUPER\
B. Use salesperson view patterns + permissions guidance\
C. Disable personalisation for all users\
D. Remove their customer records
Reveal answer + link
Correct: **B**
Use the salesperson view patterns and permission guidance.
Read more: [Advanced Permissions: Salesperson View](/documentation/guides/permissions-and-security/advanced_permissions_salesperson_view.md).
{% endstep %}
{% step %}
#### How do I grant access to a Bevica feature that’s “missing” for a user?
**Scenario**
An action/page exists for you.\
Another user can’t see it after signing in.
**What do you do next?**
Reveal answer + links
Confirm the user has the right licence/plan.
Then assign the relevant permission sets, including Bevica extension permission sets.
Read more:
* [User Plans - Assigned Licences](/documentation/guides/permissions-and-security/user_plans_-_view_all_users_and_their_license_type.md)
* [Bevica Permissions](/documentation/guides/permissions-and-security/bevica_permissions.md)
{% endstep %}
{% endstepper %}
### Sales orders & customers
{% stepper %}
{% step %}
#### What’s the recommended flow for working with sales orders?
**Scenario**
You need to take an order, allocate stock, and keep notes for the team.
**What do you do next?**
Reveal answer + link
Follow the standard Bevica sales order steps.
Then layer in reservations and notes.
Read more: [Working with Sales Orders](/documentation/guides/sales/working_with_sales_orders-1.md).
{% endstep %}
{% step %}
#### How do Bevica reservations?
**Multiple choice**
A. They allocate stock indefinitely to a sales line\
B. They post a sales invoice automatically\
C. They change the item’s base unit of measure\
D. They only reserve stock for one day
Reveal answer + link
Correct: **A**
Reservations allocate stock indefinitely to a sales line.
This is the main tool for allocating across duty/variants safely.
Read more: [Bevica Reservations](/documentation/guides/sales/bevica_reservations.md).
{% endstep %}
{% step %}
#### Why can’t I “apply-to” an item ledger entry across duty status?
**Multiple choice**
A. You must enable “Cross-duty applies-to” in Bevica Setup\
B. Applies-to does not work across duty variants. Use reservations instead\
C. The item is blocked\
D. You used the wrong warehouse location
Reveal answer + link
Correct: **B**
Applies-to does not work across duty variants.
Use a Reservation instead.
Read more: [Unsupported Functionality in Bevica](/documentation/guides/reference/troubleshooting/unsupported_functionality_in_bevica.md).
{% endstep %}
{% endstepper %}
### Sales ordering tools
{% stepper %}
{% step %}
#### How do I quickly build orders from a customer’s standard list?
**Scenario**
You want a repeatable “usual order” list for a customer.\
You want it fast for the sales team to reuse.
**What do you do next?**
Reveal answer + link
Use favourites to create repeatable item lists per customer.
Read more: [Customer Favourites](/documentation/guides/sales/customer_favourites.md).
{% endstep %}
{% step %}
#### How do I speed up ordering with a filterable item list?
**Multiple choice**
A. Sales Line Worksheet\
B. Manifests\
C. Find Entries (Navigate)\
D. Blanket Orders
Reveal answer + link
Correct: **A**
Use the Sales Line Worksheet for “shopping list” style ordering.
Read more: [Sales Line Worksheet](/documentation/guides/sales/sales_line_worksheet.md).
{% endstep %}
{% step %}
#### When should I use Customer Favourites vs the Sales Line Worksheet?
**Multiple choice**
A. Favourites for “usual order” lists per customer. Worksheet for fast, filterable ordering\
B. Worksheet for per-customer repeat ordering. Favourites for one-off ordering\
C. They do the same thing\
D. Both are only for purchasing
Reveal answer + links
Correct: **A**
Use **Customer Favourites** for repeatable customer-specific lists.
Use the **Sales Line Worksheet** for fast, filterable “shopping list” ordering.
Read more:
* [Customer Favourites](/documentation/guides/sales/customer_favourites.md)
* [Sales Line Worksheet](/documentation/guides/sales/sales_line_worksheet.md)
{% endstep %}
{% endstepper %}
### Purchasing
{% stepper %}
{% step %}
#### Where do I start with purchase orders?
**Multiple choice**
A. Work with Purchase Orders\
B. Credit Held Orders\
C. Customer Favourites\
D. Page Inspection
Reveal answer + link
Correct: **A**
Use the standard purchase order flow.
Then track open lines as needed.
Read more: [Working with Purchase Orders](/documentation/guides/purchasing/working_with_purchase_orders-1.md).
{% endstep %}
{% step %}
#### How do I manage long-running supplier commitments?
**Scenario**
You have a supplier agreement that spans months.\
You want to plan future purchases without creating full POs upfront.
**What do you do next?**
Reveal answer + link
Use blanket orders where appropriate.
Read more: [Managing Blanket Orders](/documentation/guides/purchasing/managing_blanket_orders.md).
{% endstep %}
{% step %}
#### How do I see everything that’s still open across all purchase documents?
**Multiple choice**
A. Open Purchase Lines\
B. Customer Favourites\
C. Item Availability Overview\
D. Page Inspection
Reveal answer + link
Correct: **A**
Use **Open Purchase Lines** to view and filter open purchase lines across documents.
Read more: [Open Purchase Lines](/documentation/guides/purchasing/open_sales_lines_and_open_purchase_lines.md).
{% endstep %}
{% endstepper %}
### Items & inventory
{% stepper %}
{% step %}
#### How do I create a new item correctly?
**Scenario**
You’re creating a new SKU.\
It needs correct UoM and duty-relevant settings.
**What do you do next?**
Reveal answer + link
Start with core item setup.
Then add marketing, UoM, and duty settings.
Read more: [Creating New Items](/documentation/guides/items-and-inventory/creating_new_items.md).
{% endstep %}
{% step %}
#### Where do I check stock availability?
**Multiple choice**
A. Item Availability Overview\
B. Bevica Setup\
C. User Plans - Assigned Licences\
D. Advanced Permissions: Salesperson View
Reveal answer + link
Correct: **A**
Use the availability views for a single place to review supply vs demand.
Read more: [Item Availability Overview](/documentation/guides/items-and-inventory/item_availability_overview.md).
{% endstep %}
{% step %}
#### How should I adjust stock in Bevica?
**Scenario**
You need to correct inventory due to damage or count variance.\
The “Adjust Inventory” shortcut is not available.
**What do you do next?**
Reveal answer + links
Use Item Journals.
The standard “Adjust Inventory” shortcut is disabled.
Read more:
* [Adjusting Inventory](/documentation/guides/items-and-inventory/adjusting_inventory.md)
* [Unsupported Functionality in Bevica](/documentation/guides/reference/troubleshooting/unsupported_functionality_in_bevica.md)
{% endstep %}
{% step %}
#### Where do I set up units of measure and case conversions?
**Multiple choice**
A. Item Units of Measure (then Equivalent Cases if needed)\
B. Find Entries (Navigate)\
C. Bevica Setup only\
D. Manifests
Reveal answer + links
Correct: **A**
Start with UoM setup.
Then layer on equivalent cases if needed.
Read more:
* [Item Units of Measure](/documentation/guides/items-and-inventory/item_units_of_measure.md)
* [Equivalent Cases (Eq. Cases)](/documentation/guides/items-and-inventory/equivalent_cases_-eq._cases.md)
{% endstep %}
{% endstepper %}
### Warehousing & logistics
{% stepper %}
{% step %}
#### What’s the recommended starting point for locations and warehouse setup?
**Scenario**
You’re setting up a new warehouse location.\
WMS or integration might come later.
**What do you do next?**
Reveal answer + links
Set up locations first.
Then layer in WMS/integration if used.
Read more:
* [Location Setup](/documentation/guides/warehousing-and-logistics/location_setup.md)
* [Bevica Warehouse Management Systems (WMS)](/documentation/guides/warehousing-and-logistics/bevica_warehouse_management_systems_-wms.md)
{% endstep %}
{% step %}
#### Where do I learn how manifests work?
**Multiple choice**
A. Manifests\
B. Personalising your views\
C. Credit Held Orders\
D. Item Substitutions
Reveal answer + link
Correct: **A**
Manifests have their own document flow and numbering setup.
Read more: [Manifests](/documentation/guides/warehousing-and-logistics/manifests.md).
{% endstep %}
{% step %}
#### Should I turn on WMS features when I first create a new location?
**Multiple choice**
A. Yes. Always enable WMS immediately\
B. No. Start with Location Setup, then add WMS/integration if needed\
C. Only if you use manifests\
D. Only if you have credit holds turned on
Reveal answer + links
Correct: **B**
Start with location setup.
Add WMS/integration only if you’re using it.
Read more:
* [Location Setup](/documentation/guides/warehousing-and-logistics/location_setup.md)
* [Bevica Warehouse Management Systems (WMS)](/documentation/guides/warehousing-and-logistics/bevica_warehouse_management_systems_-wms.md)
{% endstep %}
{% endstepper %}
### Troubleshooting
{% stepper %}
{% step %}
#### Why is Business Central slow for some users?
**Scenario**
Some users report the system is slow.\
Others are fine.
**What do you do next?**
Reveal answer + link
Start with the performance checklist and common causes.
Read more: [Understanding & Improving Performance](/documentation/guides/getting-started-and-navigation/understanding_and_improving_performance.md).
{% endstep %}
{% step %}
#### I hit an error or behaviour that seems “missing”. Is it unsupported?
**Multiple choice**
A. Raise a ticket immediately. It is always a bug\
B. Check the known restrictions list first\
C. Turn off the extension\
D. Use “Adjust Inventory” instead
Reveal answer + link
Correct: **B**
Check the known restrictions list first.
Read more: [Unsupported Functionality in Bevica](/documentation/guides/reference/troubleshooting/unsupported_functionality_in_bevica.md).
{% endstep %}
{% step %}
#### It works for me, but not for another user. Is it a bug?
**Multiple choice**
A. Yes. If it’s user-specific, it must be a bug\
B. Check permissions and licensing first\
C. Turn off the extension\
D. Clear browser cache only
Reveal answer + links
Correct: **B**
User-specific issues are often permissions or licensing.
Check those before escalating.
Read more:
* [User Plans - Assigned Licences](/documentation/guides/permissions-and-security/user_plans_-_view_all_users_and_their_license_type.md)
* [Bevica Permissions](/documentation/guides/permissions-and-security/bevica_permissions.md)
{% endstep %}
{% endstepper %}
---
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
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```
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