Bevica Documentation

Start here for Bevica workflows, setup, permissions, integrations, reporting, and troubleshooting in Dynamics 365 Business Central.

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.

📢 Latest News
Missed the 'What's New in Bevica' webinar? Catch up here: What's New in Bevica (22 April 2026)
Business Central 2026 release Wave 1 is here! Click Business Central Wave 1, 2026 [V28.0] for details.

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
• Then review Permissions & security and Bevica Permissions
• If you’re enabling Duty, go straight to Duty Management

I’m processing sales orders (order entry → post)

• Main workflow: Working with Sales Orders
• Process diagram: Simplified Sales Order process diagram

I’m processing purchase orders (ordering → receive → invoice)

• Main workflow: Working with Purchase Orders
• Process diagram: Simplified Purchase Order process diagram

I’m working with inventory (items, availability, adjustments)

• Start with Items & Inventory
• Check availability: Item Availability Overview

I’m reporting or using Power BI

• Start with Reporting in Bevica - Overview
• Then pick your path: Bevica Power BI

Capability map (browse by what you’re doing)

Getting started & navigation

• Getting started & navigation

  • Role Centres
  • Personalising your views
  • Page Inspection
  • Find Entries (Navigate)
  • SmartLists
  • Understanding & Improving Performance

Setup & configuration

• Setup & Configuration

  • Bevica Setup
  • Creating Salespeople Records
  • Importing Customer, Vendor and Item Data

Permissions & security

• Permissions & security

  • User Plans - Assigned Licence
  • Bevica Permissions
  • Distribution Costs Management Permissions
  • Bevica Excellar / Commission permissions
  • Advanced Permissions: Salesperson View

Sales

• Start-to-finish: Working with Sales Orders
• Entry tools and visibility

  • Sales Line Worksheet
  • Import Sales Lines
  • Open Sales Lines
  • Sales Comments and Notes
• Controls and data quality

  • Credit Held Orders
  • Check Zero priced sales lines
  • Sales Document Type Codes
  • Sales Line Reason Codes
  • Sales and Purchasing Reason Codes
• Customer-driven ordering

  • Customer Favourites
• Stock commitments and reserves

  • Bevica Reservations
  • Bevica Reservations - Splitting Units of Measure
  • Unpaid Reserves

Purchasing

• Start-to-finish: Working with Purchase Orders
• Operational tools

  • Open Purchase Lines
  • Purchase Order Tracking
  • Managing Blanket Orders
• Codes and notes

  • Purchase Document Type Codes
  • Purchase Comments and Notes

Items & inventory

• Item creation and core maintenance

  • Creating New Items
  • Bevica Classifying Items
  • User Defined Item Fields
  • Item Additional Details
  • Item Marketing Notes
• Units and substitutions

  • Item Weights and Measures
  • Item Units of Measure
  • Item Substitutions
  • Equivalent Cases (Eq. Cases)
• Stock control and special stock

  • Adjusting Inventory
  • Samples/Free of Charge Stock
  • Rotation No.s / Serial, Lot & Package Tracking
  • Return Reasons and Stock Write-off
  • Consignment Stock
  • Bevica Inventory Postings

Pricing, costs & charges

• Pricing engine and price lists

  • Sales and Purchase Price Lists - New Pricing Experience
  • Initialising the New Sales and Purchase Price Experience
  • Inventory Price List
  • Item Sales Line 'Target Cost'
• Distribution costs management

  • Distribution Costs Management
  • Document Additional Charges
  • Automated Sales Delivery Charges
  • Automated Default Document Additional Charges
  • Posted Additional Charge Entries Reconciliation
  • Item Charge Revaluation Journals

Finance & cash

• Finance & Cash

  • Non-Stock Sales Invoices and Credit Memos
  • Non-Stock Purchase Invoices and Credit Memos
  • Finance Only Price Discrepancies
  • Prepayment Invoicing
  • Contra Balances
  • Cash Flow Overview

Duty, compliance & tax

• Core duty setup and processing

  • Duty Management
  • Duty Controlled Items
  • Processing Duty Transactions
  • Checking Alc. Vol.
• UK compliance topics

  • Economic Operators Registration and Identification number
  • UK Authorised Wholesalers Registration Scheme
  • UK Extended Producer Responsibility (EPR)
  • UK Deposit Return Scheme - Registering Items
  • UK Plastic Packaging Tax
  • UK Reform of Alcohol Duty Rates (Aug 2023)

Warehousing & logistics

• Warehousing basics

  • Location Setup
  • Logistics Country/Region Code
  • Bevica Warehouse Management Systems (WMS)
  • Transfer Order Comments and Notes
  • Manifests
• HMRC Excise Warehouse Reporting

  • HMRC Excise Warehouse Reporting
  • HMRC Excise Warehouse Processing

Fine Wine (Paid Reserves)

• Landing page: Fine Wine (Paid Reserves)
• Setup and daily operations

  • Paid Reserve Setup
  • Viewing Paid Reserves
  • Selling into Paid Reserve
  • Withdrawing Paid Reserves
  • Cancelling Paid Reserves
  • Splitting Paid Reserves
  • Transferring Ownership of a Paid Reserve
  • Transferring Paid Reserves between Locations
  • Changing Item or Unit of Measure on a Paid Reserve
  • Paid Reserve - Transfer Duty Status
  • Paid Reserve Bottling
  • Automatic Transfer of Paid Reserves
  • Selling En Primeur
  • Importing Paid Reserves
• Related paid reserve areas

  • Broking (Paid Reserves)
  • Cellarage (Paid Reserves)

CRM

• CRM

  • Related Contacts Factbox
  • Segmentation - Contact Management
  • Outlook Contact Insights
  • Business Central Add-in for Outlook
  • Share with Microsoft Teams
  • Microsoft 365 Teams access to Business Central

Connectivity & integrations

• Excel/OData

  • Connecting Excel to Bevica (Web Services & OData)
• Warehouse integration

  • Bevica Warehouse Integration
• Website integration

  • Bevica Website Integration
• Shopify

  • Shopify

Reporting & analytics

• High-level entry point: Reporting in Bevica - Overview
• Quick start: Use Reports in your Daily Work
• Power BI: Bevica Power BI

Reference & troubleshooting

• Reference

  • Bevica Glossary and Terminology
  • Drinks Glossary and Terminology
  • Bevica Database Schema
• Troubleshooting

  • Troubleshooting
  • Unsupported Functionality in Bevica
  • Resolve the 'Blocked by runtime' error
  • BUG fix: Unpaid Reserves not updating properly on posting

Deprecated features

These pages describe deprecated or no-longer-active functionality. Avoid using them for new implementations.

• Legacy Sales/Purchase Price and Discounts
• EHD Warehouse Integration
• Generating a Web Access Key
• Data Model - Open Orders
• GB Post Code Address Lookup

Next steps

• If you’re stuck on access, start with Bevica Permissions.
• If you’re stuck on setup, start with Bevica Setup.
• If you know the feature name, search usually wins.