Shipment Connector shared functionality

Shipment Settings

Shipment Settings is the page of which all of our settings, options and additional information is kept. This is also where you connect with the given Multi-Carrier Platform.

Customs

For Shipments outbound for non-EU countries you are required to accompany the shipment with the appropriate Customs data. This can easily be handled with our Customs handling system. This can easily be done by ensuring firstly that your items have the correct and valid data such as Country of Origin & Tariff Codes both of which are standard Business Central fields on the item card.

Besides Country of Origin & Tariff Codes from the item card the customs system will take the necessary information from the sales order lines, this includes Currency Code, Quantity, SKU (Item no.), unit weight, unit price (includes any discount on the lines)

When you have completed your pick, filled out Waybill & Waybill lines then select the customs button in the ribbon above the Waybill lines

This will open a new page which holds your Customs data for the given order. To automatically create the customs information use the Create Customs lines button at the top of the page.

Once that is done you can check your data to see if anything is missing, however, if everything is in order you can simply exit this page and your shipment will now be accompanied by the proper customs information and based on this the Multi-Carrier platform will then automatically create a Proforma Invoice (also referred to as Paperless Invoicing) and sent to the carrier - Removing the now redundant necessity to manually create an invoice and sent to the carrier.

Track & trace

On the Track & Trace page in Business Central you can find all relevant information about your outgoing Shipments, including tracking numbers, order numbers, Receiver information and so forth. You can also use the track package function to directly transfer you to the carriers tracking page with the given tracking number of the selected line - enabling instantaneous access to the status of the shipment. You can also reprint shipping labels that are either missing or have become invalid.

If you enable fact boxes on this page you will see a more detailed account of the given shipment selected.

Setting up the tracking url for the Track package function

On the Shipping Agent page you can add a tracking url to the shipping agent.

Auto-Post Shipments (When Posting Document in BC)

On the setup page Shipment Settings you can enable a function called Auto-Post Shipments. This feature will automatically sent all open Waybill lines when posting a document. This enables users to use Business Centrals standard posting algorithm - This can save an additional click and allow for Business Central to handle the printing of the parcel slip (Posted Sales Shipment) and the freight label at the same time.

Confirmation Types

You can select between three Confirmation types:

1. Direct Print
2. Confirm Shipment
3. Confirm Package

Direct Print

When this is select shipments will be sent directly, without confirmation - utilise this if you are sure of your process and do not want the added step of confirming data for your shipments.

Confirm Shipment

Before the Shipment and its packages are posted and sent to the Carrier via the Multi-Carrier platform users will be prompted to confirm the data of the entire shipment, users have the possiblity of changing the printer if they desire.

Confirm Packages

Before the Shipment and its packages are posted and sent to the Carrier via the Multi-Carrier platform users will be prompted to confirm the data of each package of the shipment. Here it is possible to make additions to the Waybill lines, you can add or delete waybill lines or change existing waybill lines such as their weight & dimensions or package type, as well as the printer used for labels.