> 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/documentation/readme.md).
# Bevica Documentation
Welcome to the Bevica documentation. Use this site to run Bevica day-to-day in Business Central. It’s built for users, key users, and implementers.
### Why use these docs
* Go faster with proven, end-to-end workflows.
* Reduce errors with consistent steps and setups.
* Onboard new users without tribal knowledge.
* Troubleshoot issues with the right context and links.
### What you’ll find here
* Step-by-step process guides for core areas (sales, purchasing, inventory, finance).
* Setup and configuration guidance for new rollouts and feature enablement.
* Security and permissions notes for “why can’t I see/do this?” moments.
* Integration and reporting docs for operational and technical teams.
### Best way to use this site
* Use the left-hand navigation to browse by area.
* Use search when you know the feature name.
* Ask the AI GitBook Assistant a question.
* Start from section landing pages for a sensible reading order.
### Quick paths (start here)
#### I’m setting up Bevica (admin / implementer)
* Start with [Bevica Setup](/documentation/guides/setup-and-configuration/bevica_setup.md)
* Then review [Permissions & security](/documentation/guides/permissions-and-security.md) and [Bevica Permissions](/documentation/guides/permissions-and-security/bevica_permissions.md)
* If you’re enabling Duty, go straight to [Duty Management](/documentation/guides/duty-compliance-and-tax/duty_management.md)
#### I’m processing sales orders (order entry → post)
* Main workflow: [Working with Sales Orders](/documentation/guides/sales/working_with_sales_orders-1.md)
* Process diagram: [Simplified Sales Order process diagram](/documentation/guides/sales/simplified_sales_order_process_diagram.md)
#### I’m processing purchase orders (ordering → receive → invoice)
* Main workflow: [Working with Purchase Orders](/documentation/guides/purchasing/working_with_purchase_orders-1.md)
* Process diagram: [Simplified Purchase Order process diagram](/documentation/guides/purchasing/simplified_purchase_order_process_diagram.md)
#### I’m working with inventory (items, availability, adjustments)
* Start with [Items & Inventory](/documentation/guides/items-and-inventory.md)
* Check availability: [Item Availability Overview](/documentation/guides/items-and-inventory/item_availability_overview.md)
#### I’m reporting or using Power BI
* Start with [Reporting in Bevica - Overview](/documentation/reporting-and-analytics/reporting_in_bevica_-_overview.md)
* Then pick your path: [Bevica Power BI](/documentation/reporting-and-analytics/bevica_power_bi.md)
### Capability map (browse by what you’re doing)
#### Getting started & navigation
* [Getting started & navigation](/documentation/guides/getting-started-and-navigation.md)
* [Role Centres](/documentation/guides/getting-started-and-navigation/role_centres.md)
* [Personalising your views](/documentation/guides/getting-started-and-navigation/personalising_your_views.md)
* [Page Inspection](/documentation/guides/getting-started-and-navigation/page_inspection.md)
* [Find Entries (Navigate)](/documentation/guides/getting-started-and-navigation/find_entries_-navigate.md)
* [SmartLists](/documentation/guides/getting-started-and-navigation/smartlists.md)
* [Understanding & Improving Performance](/documentation/guides/getting-started-and-navigation/understanding_and_improving_performance.md)
#### Setup & configuration
* [Setup & Configuration](/documentation/guides/setup-and-configuration.md)
* [Bevica Setup](/documentation/guides/setup-and-configuration/bevica_setup.md)
* [Creating Salespeople Records](/documentation/guides/setup-and-configuration/creating_salespeople_records.md)
* [Importing Customer, Vendor and Item Data](/documentation/guides/setup-and-configuration/importing_customer-_vendor_and_item_data.md)
#### Permissions & security
* [Permissions & security](/documentation/guides/permissions-and-security.md)
* [User Plans - Assigned Licence](/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)
* [Distribution Costs Management Permissions](/documentation/guides/permissions-and-security/distribution_costs_management_permissions.md)
* [Bevica Excellar / Commission permissions](/documentation/guides/permissions-and-security/bevica_excellar_commission_permissions.md)
* [Advanced Permissions: Salesperson View](/documentation/guides/permissions-and-security/advanced_permissions_salesperson_view.md)
#### Sales
* Start-to-finish: [Working with Sales Orders](/documentation/guides/sales/working_with_sales_orders-1.md)
* Entry tools and visibility
* [Sales Line Worksheet](/documentation/guides/sales/sales_line_worksheet.md)
* [Import Sales Lines](/documentation/guides/sales/import_sales_lines.md)
* [Open Sales Lines](/documentation/guides/sales/open_sales_lines_and_open_purchase_lines.md)
* [Sales Comments and Notes](/documentation/guides/sales/sales_comments_and_notes.md)
* Controls and data quality
* [Credit Held Orders](/documentation/guides/sales/credit_held_orders.md)
* [Check Zero priced sales lines](/documentation/guides/sales/check_zero_priced_sales_lines.md)
* [Sales Document Type Codes](/documentation/guides/sales/sales_document_type_codes.md)
* [Sales Line Reason Codes](/documentation/guides/sales/sales_line_reason_codes.md)
* [Sales and Purchasing Reason Codes](/documentation/guides/sales/sales_and_purchasing_reason_codes.md)
* Customer-driven ordering
* [Customer Favourites](/documentation/guides/sales/customer_favourites.md)
* Stock commitments and reserves
* [Bevica Reservations](/documentation/guides/sales/bevica_reservations.md)
* [Bevica Reservations - Splitting Units of Measure](/documentation/guides/sales/bevica_reservations_-_splitting_units_of_measure.md)
* [Unpaid Reserves](/documentation/guides/sales/unpaid_reserves.md)
#### Purchasing
* Start-to-finish: [Working with Purchase Orders](/documentation/guides/purchasing/working_with_purchase_orders-1.md)
* Operational tools
* [Open Purchase Lines](/documentation/guides/purchasing/open_sales_lines_and_open_purchase_lines.md)
* [Purchase Order Tracking](/documentation/guides/purchasing/purchase_order_tracking.md)
* [Managing Blanket Orders](/documentation/guides/purchasing/managing_blanket_orders.md)
* Codes and notes
* [Purchase Document Type Codes](/documentation/guides/purchasing/purchase_document_type_codes.md)
* [Purchase Comments and Notes](/documentation/guides/purchasing/purchase_comments_and_notes.md)
#### Items & inventory
* Item creation and core maintenance
* [Creating New Items](/documentation/guides/items-and-inventory/creating_new_items.md)
* [Bevica Classifying Items](/documentation/guides/items-and-inventory/bevica_item_attributes.md)
* [User Defined Item Fields](/documentation/guides/items-and-inventory/user_defined_item_fields.md)
* [Item Additional Details](/documentation/guides/items-and-inventory/item_additional_details.md)
* [Item Marketing Notes](/documentation/guides/items-and-inventory/item_marketing_notes.md)
* Units and substitutions
* [Item Weights and Measures](/documentation/guides/items-and-inventory/item_weights_and_measures.md)
* [Item Units of Measure](/documentation/guides/items-and-inventory/item_units_of_measure.md)
* [Item Substitutions](/documentation/guides/items-and-inventory/item_substitutions.md)
* [Equivalent Cases (Eq. Cases)](/documentation/guides/items-and-inventory/equivalent_cases_-eq._cases.md)
* Stock control and special stock
* [Adjusting Inventory](/documentation/guides/items-and-inventory/adjusting_inventory.md)
* [Samples/Free of Charge Stock](/documentation/guides/items-and-inventory/samples_free_of_charge_stock.md)
* [Rotation No.s / Serial, Lot & Package Tracking](/documentation/guides/items-and-inventory/rotation_serial_and_lot_tracking.md)
* [Return Reasons and Stock Write-off](/documentation/guides/items-and-inventory/return_reasons_and_stock_write-off.md)
* [Consignment Stock](/documentation/guides/items-and-inventory/consignment_stock.md)
* [Bevica Inventory Postings](/documentation/guides/items-and-inventory/bevica_inventory_postings.md)
#### Pricing, costs & charges
* Pricing engine and price lists
* [Sales and Purchase Price Lists - New Pricing Experience](/documentation/guides/pricing-costs-and-charges/sales_and_purchase_price_lists_-_new_pricing_experience.md)
* [Initialising the New Sales and Purchase Price Experience](/documentation/guides/pricing-costs-and-charges/initialising_the_new_sales_and_purchase_price_experience.md)
* [Inventory Price List](/documentation/guides/pricing-costs-and-charges/inventory_price_list.md)
* [Item Sales Line 'Target Cost'](/documentation/guides/pricing-costs-and-charges/item_sales_line_target_cost.md)
* Distribution costs management
* [Distribution Costs Management](/documentation/guides/distribution_costs_management.md)
* [Document Additional Charges](/documentation/guides/distribution_costs_management/document_additional_charges.md)
* [Automated Sales Delivery Charges](/documentation/guides/distribution_costs_management/automated_sales_delivery_charges.md)
* [Automated Default Document Additional Charges](/documentation/guides/distribution_costs_management/automated_default_document_additional_charges.md)
* [Posted Additional Charge Entries Reconciliation](/documentation/guides/distribution_costs_management/posted_additional_charge_entries_reconciliation.md)
* [Item Charge Revaluation Journals](/documentation/guides/distribution_costs_management/item_charge_revaluation_journals.md)
#### Finance & cash
* [Finance & Cash](/documentation/guides/finance-and-cash.md)
* [Non-Stock Sales Invoices and Credit Memos](/documentation/guides/finance-and-cash/non-stock_sales_invoices_and_credit_memos.md)
* [Non-Stock Purchase Invoices and Credit Memos](/documentation/guides/finance-and-cash/non-stock_purchase_invoices_and_credit_memos.md)
* [Finance Only Price Discrepancies](/documentation/guides/finance-and-cash/finance_only_price_discrepancies.md)
* [Prepayment Invoicing](/documentation/guides/finance-and-cash/prepayment_invoicing.md)
* [Contra Balances](/documentation/guides/finance-and-cash/contra_balances.md)
* [Cash Flow Overview](/documentation/guides/finance-and-cash/cash_flow_overview.md)
#### Duty, compliance & tax
* Core duty setup and processing
* [Duty Management](/documentation/guides/duty-compliance-and-tax/duty_management.md)
* [Duty Controlled Items](/documentation/guides/duty-compliance-and-tax/duty_controlled_items.md)
* [Processing Duty Transactions](/documentation/guides/duty-compliance-and-tax/processing_duty_transactions.md)
* [Checking Alc. Vol.](/documentation/guides/duty-compliance-and-tax/checking_alc._vol..md)
* UK compliance topics
* [Economic Operators Registration and Identification number](/documentation/guides/duty-compliance-and-tax/economic_operators_registration_and_identification_number.md)
* [UK Authorised Wholesalers Registration Scheme](/documentation/guides/duty-compliance-and-tax/authorised_wholesalers_registration_scheme.md)
* [UK Extended Producer Responsibility (EPR)](/documentation/guides/duty-compliance-and-tax/uk_extended_producer_responsibility_-epr.md)
* [UK Deposit Return Scheme - Registering Items](/documentation/guides/duty-compliance-and-tax/uk_deposit_return_scheme_-_registering_items.md)
* [UK Plastic Packaging Tax](/documentation/guides/duty-compliance-and-tax/uk_plastic_packaging_tax.md)
* [UK Reform of Alcohol Duty Rates (Aug 2023)](/documentation/guides/duty-compliance-and-tax/uk_reform_of_alcohol_duty_rates_-aug_2023.md)
#### Warehousing & logistics
* Warehousing basics
* [Location Setup](/documentation/guides/warehousing-and-logistics/location_setup.md)
* [Logistics Country/Region Code](/documentation/guides/warehousing-and-logistics/logistics_countryregion_code.md)
* [Bevica Warehouse Management Systems (WMS)](/documentation/guides/warehousing-and-logistics/bevica_warehouse_management_systems_-wms.md)
* [Transfer Order Comments and Notes](/documentation/guides/warehousing-and-logistics/transfer_order_comments_and_notes-1.md)
* [Manifests](/documentation/guides/warehousing-and-logistics/manifests.md)
* HMRC Excise Warehouse Reporting
* [HMRC Excise Warehouse Reporting](/documentation/guides/warehousing-and-logistics/hmrc_excise_warehouse_reporting.md)
* [HMRC Excise Warehouse Processing](/documentation/guides/warehousing-and-logistics/hmrc_excise_warehouse_reporting/hmrc_excise_warehouse_processing.md)
#### Fine Wine (Paid Reserves)
* Landing page: [Fine Wine (Paid Reserves)](/documentation/guides/paid-reserves-and-fine-wine.md)
* Setup and daily operations
* [Paid Reserve Setup](/documentation/guides/paid-reserves-and-fine-wine/private_reserves_setup.md)
* [Viewing Paid Reserves](/documentation/guides/paid-reserves-and-fine-wine/viewing_paid_reserves.md)
* [Selling into Paid Reserve](/documentation/guides/paid-reserves-and-fine-wine/selling_into_paid_reserve.md)
* [Withdrawing Paid Reserves](/documentation/guides/paid-reserves-and-fine-wine/withdrawing_paid_reserves.md)
* [Cancelling Paid Reserves](/documentation/guides/paid-reserves-and-fine-wine/cancelling_paid_reserves.md)
* [Splitting Paid Reserves](/documentation/guides/paid-reserves-and-fine-wine/splitting_paid_reserves.md)
* [Transferring Ownership of a Paid Reserve](/documentation/guides/paid-reserves-and-fine-wine/transferring_ownership_of_a_paid_reserve.md)
* [Transferring Paid Reserves between Locations](/documentation/guides/paid-reserves-and-fine-wine/transferring_paid_reserves_between_locations.md)
* [Changing Item or Unit of Measure on a Paid Reserve](/documentation/guides/paid-reserves-and-fine-wine/changing_item_or_unit_of_measure_on_a_paid_reserve.md)
* [Paid Reserve - Transfer Duty Status](/documentation/guides/paid-reserves-and-fine-wine/paid_reserve_-_transfer_duty_status.md)
* [Paid Reserve Bottling](/documentation/guides/paid-reserves-and-fine-wine/paid_reserve_bottling.md)
* [Automatic Transfer of Paid Reserves](/documentation/guides/paid-reserves-and-fine-wine/automatic_transfer_of_paid_reserves.md)
* [Selling En Primeur](/documentation/guides/paid-reserves-and-fine-wine/selling_en_primeur.md)
* [Importing Paid Reserves](/documentation/guides/paid-reserves-and-fine-wine/importing_paid_reserves.md)
* Related paid reserve areas
* [Broking (Paid Reserves)](/documentation/guides/paid-reserves-and-fine-wine/broking.md)
* [Cellarage (Paid Reserves)](/documentation/guides/paid-reserves-and-fine-wine/paid_reserves_cellarage_invoicing.md)
#### CRM
* [CRM](/documentation/guides/crm.md)
* [Related Contacts Factbox](/documentation/guides/crm/related_contacts_factbox_xxxx.md)
* [Segmentation - Contact Management](/documentation/guides/crm/segmentation-contact-management.md)
* [Outlook Contact Insights](/documentation/guides/crm/outlook-contact-insights.md)
* [Business Central Add-in for Outlook](/documentation/guides/crm/business_central_add-in_for_outlook_-_features_and_deployment.md)
* [Share with Microsoft Teams](/documentation/guides/crm/share-with-microsoft-teams.md)
* [Microsoft 365 Teams access to Business Central](/documentation/guides/crm/microsoft365_teams_access_to_business_central.md)
#### Connectivity & integrations
* Excel/OData
* [Connecting Excel to Bevica (Web Services & OData)](/documentation/guides/integrations-and-connectivity/xxxxxxxconnecting_excel_to_bevica_-web_services_and_odata.md)
* Warehouse integration
* [Bevica Warehouse Integration](/documentation/integration/bevica_warehouse_integration.md)
* Website integration
* [Bevica Website Integration](/documentation/integration/bevica_website_integration.md)
* Shopify
* [Shopify](/documentation/integration/shopify.md)
#### Reporting & analytics
* High-level entry point: [Reporting in Bevica - Overview](/documentation/reporting-and-analytics/reporting_in_bevica_-_overview.md)
* Quick start: [Use Reports in your Daily Work](/documentation/reporting-and-analytics/reporting_in_bevica_-_overview.md#use-reports-in-your-daily-work-quick-guide)
* Power BI: [Bevica Power BI](/documentation/reporting-and-analytics/bevica_power_bi.md)
#### Reference & troubleshooting
* Reference
* [Bevica Glossary and Terminology](/documentation/guides/reference/bevica_glossary_and_terminology.md)
* [Drinks Glossary and Terminology](/documentation/guides/reference/drinks_glossary_and_terminology.md)
* [Bevica Database Schema](/documentation/guides/reference/bevica_database_schema.md)
* Troubleshooting
* [Troubleshooting](/documentation/guides/reference/troubleshooting.md)
* [Unsupported Functionality in Bevica](/documentation/guides/reference/troubleshooting/unsupported_functionality_in_bevica.md)
* [Resolve the 'Blocked by runtime' error](/documentation/guides/reference/troubleshooting/blocked_by_runtime_error.md)
* [BUG fix: Unpaid Reserves not updating properly on posting](/documentation/guides/reference/troubleshooting/fix_unpaid_reserves_not_updating_properly_on_posting.md)
### Deprecated features
{% hint style="warning" %}
These pages describe deprecated or no-longer-active functionality. Avoid using them for new implementations.
{% endhint %}
* [Legacy Sales/Purchase Price and Discounts](/documentation/deprecated-features/legacy_sales-purchase_price_and_discounts.md)
* [EHD Warehouse Integration](/documentation/deprecated-features/ehd_warehouse_integration_-retired.md)
* [Generating a Web Access Key](/documentation/deprecated-features/generating_a_web_access_key.md)
* [Data Model - Open Orders](/documentation/deprecated-features/data_model_-_open_orders_-bevica_power_bi.md)
* [GB Post Code Address Lookup](/documentation/deprecated-features/gb_post_code_address_lookup.md)
### Next steps
* If you’re stuck on access, start with [Bevica Permissions](/documentation/guides/permissions-and-security/bevica_permissions.md).
* If you’re stuck on setup, start with [Bevica Setup](/documentation/guides/setup-and-configuration/bevica_setup.md).
* If you know the feature name, search usually wins.
---
# Agent Instructions
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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:
```
GET https://kb.bevica.com/documentation/readme.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
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