---
title: "Configure step with wizard - Product"
slug: "configure-step-with-wizard-product"
description: "Configure your Data Entry Workflow in D365 F&SCM for efficient product setup, including steps for product details, pricing, and attributes."
tags: ["Task topic"]
updated: 2026-07-06T13:09:20Z
published: 2026-07-06T13:09:20Z
canonical: "docs.staedean.com/configure-step-with-wizard-product"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure step with wizard - Product

In D365 F&SCM, the products setup has a complex data model and several related forms.

With the **Configure data entry workflow template** wizard, you can configure a data entry workflow template for products setup. You can use the wizard to configure an existing step.

You can split the product setup over several steps. For each step, you can use the wizard to select the desired step field groups.

For example, split the product setup over these steps:

- Create product: Used to enter the product identification data and reference groups.
- Define units of measure and prices: Used to enter the units of measure and related prices for the product.
- Define category and attributes: Used to define the product category and related product attributes.

### Result

When you finish the wizard, based on your selections:

- The workflow document is created or updated.

> [!NOTE]
> **Note**
> 
> The workflow document is created only the first time you use the wizard for a data entry workflow template.

In the workflow document:
  - For each applicable table, a record is added.
  - To each record, all fields of the related table are added.
  - All required table relations and field relations are set up.
- The selected field groups are added to the data entry workflow template. The field groups are added to the automatically created tab group of the configured step,
- To each added field group, the main fields are added.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, click the link of the desired data entry workflow template.
3. Click **Edit**.
4. In the **Workflow diagram** section, select the desired data entry step.
5. Click **Configure** step.
6. Sub-task: Select template type.
  1. In the **Template accelerator type** field, enter '**Product**'.

> [!NOTE]
> **Note**
> 
> If you already used the wizard for the data entry workflow template, the wizard step to select a template type is skipped. If this case, the wizard starts in '**Product**' mode.
  2. Click **Next**.
7. Sub-task: Select the product setup elements that you want to add to the data entry workflow step.
  1. The first time you use the wizard for a product data entry workflow template, the **Product main data** must be included.

Also, if you did not select all product main data elements earlier, and you want to add these now, include the **Product main data**.

Select **Yes** in the **Product main data** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Product main data** page is added to the wizard.
  2. You can add the option to upload product images.

Select **Yes** in the **Product images** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Product images** page is added to the wizard.
  3. You can add fields to define translations for the product name and product description.

Select **Yes** in the **Product translation** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Product translation** page is added to the wizard.
  4. You can add fields to define the unit conversions for the product.

Select **Yes** in the **Unit conversion** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Unit conversion** page is added to the wizard.
  5. You can add fields to define the physical dimensions of the product.

Select **Yes** in the **Physical dimensions** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Physical** dimensions page is added to the wizard.
  6. You can add fields to define the product category.

Select **Yes** in the **Product** categories field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Product categories** page is added to the wizard.
  7. You can add fields to define the product attributes.

You can only add product attribute fields if you also add product category fields.

Select **Yes** in the **Product attributes** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Product attributes** page is added to the wizard.
  8. You can add fields to define the trade agreement for the product.

Select **Yes** in the **Trade agreement** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Trade agreement** page is added to the wizard.
  9. You can add fields to define the cost prices for the product.

Select **Yes** in the **Cost price** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Cost price** page is added to the wizard.
  10. You can add fields to define the warehouse item setup for the product.

Select **Yes** in the **Warehouse items** field.

> [!NOTE]
> **Note**
> 
> If you click **Next**, the **Warehouse items** page is added to the wizard.
  11. Click **Next**.
8. Sub-task: Select the desired product main data elements.
  1. Add the product identification field groups to the first step of the data entry workflow template.

These field groups are added:

Select **Yes** in the **Identification** field.
    - Identification with these fields:
      - **Product number**
      - **Product name**
    - Company specific identification with these fields:
      - **Item number**
      - **Search name**
  2. You can add the **Reference groups** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Reference groups** field.
    - **Item group**
    - **Item model group**
    - **Storage dimension group**
    - **Tracking dimension group**
  3. You can add the **Units of measure** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Units of measure** field.
    - **Sales unit**
    - **Purchase unit**
    - **Inventory unit**
  4. You can add the **Prices** field group to the data entry workflow template step with these fields:

Select **Yes** in the **Prices** field.
    - **Sales price**
    - **Purchase price**
    - **Inventory price**
  5. You can add the **Related products** field group to the data entry workflow template step with the **Related products** grid. In the data entry workflow, you can use the grid to enter several related products.

Select **Yes** in the **Related products** field.

> [!NOTE]
> **Note**
> 
> If you add the **Related products** field group, by default, in a data entry workflow, it is mandatory to enter at least one related product. You can make the related products optional. To do so, in the workflow document, for the **EcoResProductRelationTable** record, for the **Product1** field, select the **Write condition** check box.
  6. You can add the **Bar codes** field group to the data entry workflow template step with the **Bar codes** grid. In the data entry workflow, you can use the grid to enter several bar codes.

Select **Yes** in the **Bar codes** field.

> [!NOTE]
> **Note**
> 
> - If you add the **Bar codes** field group, by default, in a data entry workflow, it is mandatory to enter at least one bar code. You can make the bar codes optional. To do so, in the workflow document, for the InventItemBarcode record, for the **barcodeSetupId** field, select the **Write condition** check box.
> - If you use a data entry workflow to create a product, no product variants exist. However, by default, the **Variant** field is shown on a data entry workflow. If you use the data entry workflow template only to create products and not to change products, you can consider removing the **Variant** field from the step.
  7. Click **Next**.
9. Sub-task: Define the settings that apply to uploaded product images.
  1. If you add product images, the **Picture** field group is added to the data entry workflow step. You can use the **Picture** field group to upload or remove product images. You can upload several product images for a product.

Define if uploaded images are linked to the product or to the released product.

In the **Picture location** field, select an option.
  2. Define the document type that is applied to uploaded images.

In the **Attachment document type** field, enter or select a value.
  3. Click **Next**.
10. Sub-task: Select the desired product translation information elements.
  1. Indicate if a translation can be entered for the product name.

Select **Yes** in the **Name field** field.
  2. Indicate if a translation can be entered for the product description.

Select **Yes** in the **Description field** field.
  3. Define the languages for which a translation of the product name or description can be entered.

Click **New**.
  4. In the **Language** field, enter or select a value.

> [!NOTE]
> **Note**
> 
> In the data entry workflow, for each defined language, the selected fields are shown. For example, you set the **Product name** field to **Yes**, and you define three languages. In this case, the **Product name** field is shown three times; one **Product name** field for each language.
  5. Click **Next**.
11. Sub-task: Define the unit conversions that must be defined for the product.
  1. Click **New**.

> [!NOTE]
> **Note**
> 
> For each defined unit conversion, a field is shown in the data entry workflow where you must enter the applicable conversion value.
  2. In the **From unit** field, enter or select a value.
  3. In the **To unit** field, enter or select a value.
  4. In the **Rounding** field, select an option.
  5. Click **Next**.
12. Sub-task: Define the physical dimension setup.
  1. If you add physical dimensions, the **Physical dimensions** field group is added to the data entry workflow step with these fields

Define how the physical dimension fields are shown in the data entry workflow:

In the **Display mode** field, select an option.

> [!NOTE]
> **Note**
> 
> If you select '**Grid**' as display mode, by default, in a data entry workflow, it is mandatory to enter at least physical dimensions for one unit. You can make entering physical dimensions optional. To do so, in the workflow document, for the **WHSPhysDimUOM** record, for the **UOM** field, clear the mandatory check box.
    - **Unit** (Only shown for display mode '**Grid**')
    - **Gross depth**
    - **Gross width**
    - **Gross height**
    - **Volume**
    - **Standard**: The fields are shown as separate fields. You can define only one value for each dimension.
    - **Grid**: The fields are shown in a grid. You enter physical dimensions for several units.
  2. Click **Next**.
13. Sub-task: Define the product categories setup.
  1. If you add product categories, the **Category** field group is added to the data entry workflow step with these fields:

Define how the product category fields are shown in the data entry workflow:

In the **Display mode** field, select an option.

> [!NOTE]
> **Note**
> 
> If you add the **Category** field group, by default, in a data entry workflow, it is mandatory to enter at least one category. You can make entering a product category optional. To do so, in the workflow document, for the **EcoResProductCategory** record, for the applicable fields, clear the mandatory check box.
    - **Category hierarchy**
    - **Category**
    - **Standard**: The fields are shown as separate fields. You can only define one category for the product.
    - **Grid**: The fields are shown in a grid. You can define several categories for the product.
  2. Click **Next**.
14. Sub-task: Define the product attributes that apply to the product.
  1. In the **Available** list, find and select the desired attributes.

> **Note**
> 
> You can use the fields above the grid to filter the attributes that are shown in the grid.
  2. Click **Add (->)**.

> [!NOTE]
> **Note**
> 
> On a data entry workflow, of the attributes selected here, only the attributes are shown that belong to the defined product categories.
  3. Click **Next**.
15. Sub-task: Define the trade agreement setup.
  1. If you add trade agreements, these field groups are added to the data entry workflow step:
    - **Trade agreement** with these fields:
      - **Name**: In a data entry workflow, you can select a trade agreement journal name.
      - **Price/discount journal number**: In a data entry workflow, the next available journal number is given as the default journal number.
    - **Trade agreement lines**. On a data entry workflow, this is shown as a grid where you can define the desired trade agreements for the product.

Define the default relation for trade agreements.

In the **Default relation** field, select an option.
  2. Click **Next**.
16. Sub-task: Define the cost price setup.
  1. If you add cost prices, the **Cost price** field group is added to the data entry workflow step with these fields:

Define how the cost price fields are shown in the data entry workflow:

In the **Display mode** field, select an option.

> [!NOTE]
> **Note**
> 
> If you add the **Cost price** field group, by default, in a data entry workflow, it is mandatory to enter at least one cost price. You can make entering a cost price optional. To do so, in the workflow document, for the **InventItemPriceSim** record, for the applicable fields, clear the mandatory check box.
    - **Price type**
    - **Version**
    - **Site**
    - **Price**
    - **Price quantity**
    - **Price charges**
    - **Charges quantity**
    - **From date**
    - **Standard**: The fields are shown as separate fields. You can only define one cost price for the product.
    - **Grid**: The fields are shown in a grid. You can define several cost prices for the product.
  2. Click **Next**.
17. Sub-task: Define the desired warehouse item information setup.
  1. Select **Yes** in the **Default receipt location** field.
  2. Select **Yes** in the **Default issue location** field.
  3. Select **Yes** in the **Picking location** field.
  4. Define the warehouse for which you want to enable entering default locations.

Click **New**.
  5. In the **Warehouse** field, enter or select a value.

**Note**

On a data entry workflow, for each defined warehouse, a field is shown for each selected location type.

Example:

You have defined two warehouses: A and B.

You also selected the default picking location and the default issue location.

As a result, these fields are shown:
    - Warehouse A default receipt location
    - Warehouse A default issue location
    - Warehouse B default receipt location
    - Warehouse B default issue location
  6. Click **Next**.
18. Click **Finish**.

> [!NOTE]
> **Notes**
> 
> Where desired, you can modify the generated data entry workflow template setup. For example, you can:
> 
> - Select step fields from the desired pages. **Note:** If you do so, in this case, the workflow document is not updated.
> - Add additional fields from the workflow document.
> - Add tab pages.
> - Move a field group to another tab page using the **Cut** and **Paste** options.
> - Set up conditions.

## Related

- [Select fields for data entry step](/select-fields-for-data-entry-step.md)