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Warehouse Insight
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- Overview
- Hardware and Software Requirements
- Business Central Object Import and Merge
- Business Central Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified Business Central Objects
- Source Versions
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- 1. Introduction
- 2. Overview
- 3. Main Landing Page
- 4. Item Inquiry
- 5. Bin Inquiry
- 6. Advanced Inventory Count
- 7. Basic Count
- 8. Receiving
- 9. Put-Aways
- 10. Ad-Hoc Movements
- 11. Directed Movements
- 12. Picking
- 13. Shipping
- 14. Production Order Consumption
- 15. Production Order Output
- 16. Assembly Orders
- 17. License Plates
- 18. Scratchpad
- 19. Configuration
- Push Warehouse Insight Updates to Devices
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- Print From Warehouse Insight
- DataLogic Falcon WiFi Configuration
- Controlling the Beep Sound Effect on DataLogic Scanners
- Warehouse Insight with NTLM Authentication
- Configure Scanner for Business Central SaaS
- Connect Warehouse Insight Desktop Client to Business Central Cloud
- Datalogic Falcon X3 Scanner Timeout
- Clone Warehouse Insight Service for Business Central On Prem
- Configure Windows Scanner for Business Central On Prem
- Ad Hoc Move Module
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
- OAuth Login Options for Warehouse Insight 2.8
- Barcode Rules
- Set Up the Windows Desktop Client for Oauth (SaaS)
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- Add Purchase Order Comments From Your Handheld
- View Purchase Order Comments on Your Handheld
- Capture Image on Sales Order
- Attaching Documents from the Scanner
- Ship and Invoice Sales Order
- Overriding Base Application Events via Design
- Sample Offline Application
- Sample Quantity Dialog Extensions
- Factboxes
- Over-Receiving from Handhelds
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
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WMS Express
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License Plating
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- Articles coming soon
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Dynamic Ship
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- Overview
- Dynamic Ship Process
- License Plate Templates
- How to Generate a Shipment Manifest
- How to Add Predefined Packages for Carriers
- Set Up Carrier Loomis
- Enabling UPS SurePost on your EasyPost account
- Set Up Dynamic Ship Email
- Dynamic Ship Carrier Account Configuration
- Role Tailored Client Shipping Scale Integration
- Extending Dynamic Ship
- DHL Express and Purolator Carrier Configuration
- Zebra High Quality Print
- Dynamic Ship Permissions
- Configure Customer Options
- Return Label Printing in Business Central
- Canada Post Third Party Billing
- Getting Started with Dynamic Ship
- How the Customs Information is Populated
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- Bill Shipping Fees to a Customer's Account
- Complete a Basic Shipment with Dynamic Ship
- Enable and Use the External Rate Entry
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Add an International Shipping Address
- Ship Hazardous Material
- Create a Freight Quote
- Include Extra Text on Shipping Label
- Ship with Saturday Delivery
- Print Bill of Lading Report
- Blind and Double Blind (Drop) Shipments
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Manifesting USPS Shipments
- Create a Shipping Label for a Miscellaneous Shipment
- Label Placeholders - Package Options
- Package Options
- Copy Last Package
- FedEx Commercial Invoice Requires Electronic Letterhead
- Assign Outbound Serial Number at Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Freight Price Rules
- Configure and Use Scales
- Use Address Validation
- TrueCommerce License Plate Integration
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Pack Item Variants
- Extension: Tax IDs
- External Freight Quotes
- Reconcile Carrier Invoice
- Configure a UPS Digital Access Program Account
- Add the Certificate of Origin Report
- Dynamic Ship: Royal Mail and DPD Carrier Configuration (UK)
- Extend Dynamic Ship
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Shop Floor Insight
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- Daily Time Report for Payroll Administrator
- Shift Scheduling with Shop Floor Insight
- Routing Step with Shop Floor Insight
- Color Coding Time Cards
- Production Order Assignment with Shop Floor Insight
- Streamline Processes with Work Instructions
- Cleaning up Barcodes in Business Central
- Configurable Business Central Payroll Export for ADP and other Payroll Solutions
- Production Dispatch Lists that Boost Efficiency
- How to use the Shop Floor Production Order job report as your default production order job card report
- How to Print Barcodes for Job Tasks
- How to automatically round time card line entries
- How to Print Barcodes for Production Order Operations
- How to record a quality inspection when output data is captured
- How to display the Shop Floor Insight Approver role in the "Explore All" page
- Shop Floor employees are having their shifts end prematurely
- How to record a quality inspection when a scheduler item is moved
- How to ensure supervisors only see time cards of their workers for approval
- Fix a "Company not licensed" error message in Shop Floor Insight
- Adding a New Employee & Printing a Barcoded Badge
- Filtering Production Orders
- How to Record Consumption
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
- Output to License Plate
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- How to use the Shop Floor Production Order job report as your default production order job card report
- Shop Floor Insight Language Configuration
- Clock In Early to Midnight Shift using Shop Floor Insight
- Configure OAuth for Shop Floor Insight 7.8
- Fields Included in Shop Floor Insight’s Search Field
- Access and Configure Service-to-Service Authentication in Shop Floor Insight
- Configure Shop Floor Insight for automatic time splitting scenarios
- Shop Floor Client Configuration Cards Recommendations
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- 1. Before you Begin with Shop Floor Insight
- 2. Installing Shop Floor Insight
- 3. Registering Shop Floor Insight
- 4. Configure Special Permissions in Shop Floor Insight
- 5. Configure Paycodes in Shop Floor Insight
- 6. Configure Activity Codes in Shop Floor Insight
- 7. Configure Shifts in Shop Floor Insight
- 8. Configure Shop Floor Employees in Shop Floor Insight
- 9. Configure Work Centers in Shop Floor Insight
- 10. Configure Client Configuration in Shop Floor Insight
- 11. Configure Time Zone in Shop Floor Insight
- 12. Configure Shop Floor Insight Communications App
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
- Shop Floor Insight Communication App Requirements
- Set Up Facial Recognition
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- 1. Before You Begin with Shop Floor Insight
- 2. Navigating Business Central in Shop Floor Insight
- 3. Process Overview in Shop Floor Insight
- 4. Printing Barcodes in Shop Floor Insight
- 5. Tour of the Shop Floor Interface
- 6. Capture Shop Floor Data for Production Orders in Shop Floor Insight
- 7. Capturing Job Time in Shop Floor Insight
- 8. Closing Time Cards in Shop Floor Insight
- 9. Approving Time Cards in Shop Floor Insight
- 10. Calculate Overtime in Shop Floor Insight
- 11. Posting Shop Floor Data in Shop Floor Insight
- 12. Export Time in Shop Floor Insight
- Configure Output Clock on Behavior
- Add a Non-Productive Activity Code
- Shop Floor Insight: Use the Mobile Interface Without a Phone
- Shop Floor Insight: Shop Floor Native Phone Client
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- How to Record Consumption
- Filtering Production Orders
- Adding a New Employee & Printing a Barcoded Badge
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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Advanced Inventory Count
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- Setting Inventory Count Card As-Of-Date
- Setting Locations on the Count Card
- Setting Lot/Serial Number Tracking
- Setup of Posting Count Options
- Setting up Recounts in Inventory Count Module
- Reconciling the Count in Inventory Count Module
- Posting the Inventory Count
- Inventory Count Bin Blocking Options
- Calculating Count Period Codes
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Counter Sales
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- Overview
- User Permissions
- Profiles (Roles)
- Counter Sales Setup
- Counter Sales Users
- Payment Methods
- Customer Accounts
- Reason Codes
- Take Order Wizard
- Counter Sales Orders
- Quick Scan
- Return Order Wizard
- Counter Sales Return Orders
- Price Check
- Enhanced Item Search
- Enhanced Contact Search
- My Locations
- Related Items
- Price Overrides
- Lost Sales
- Special Order Items
- Daily Close
- Contact Sales History
- User Salespersons
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Product Configurator
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- Version Information
- Product Configurator Configurations
- Product Configurator Item Category
- Product Configurator Choice Combination
- Product Configurator Option Choice
- Product Configurator Bulk Edit
- Product Configurator Options
- Product Configurator BOM
- Use Quoting Items
- Use Additional Choices
- Use Check Configuration
- Use Line Type and Indent Options
- Update Routing Run Times
- Add Option Choice Comments
- Use Rule Builder
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NavXtender
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- Articles coming soon
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- How do I install NavXtender?
- Add Languages in NavXtender
- Having Issues?
- SharePoint Support
- Why am I having troubles accessing SharePoint via UNC?
- Why is the drag and drop not working, or NavXtender button not visible?
- Are you using an anti-virus application?
- Do I need to install NavXtender on every computer?
- I still need help. Who can provide technical support?
- I would like to use NavXtender with my custom pages. How do I do that?
- NavXtender Language Support
- NavXtender Web Service Authentication 401
- NavXtender Web Service Troubleshooting
- Should I install the 32-bit or 64-bit version of NavXtender?
- What changes does NavXtender make to Microsoft Dynamics NAV?
- What is the difference between the stand-alone and integrated version of NavXtender?
- What versions of Microsoft Dynamics NAV is NavXtender compatible with?
- Why am I getting a permissions error?
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DocXtender
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Barcode Generator PowerTool
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PrintNode Connector PowerTool
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Miscellaneous
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Graphical Scheduler
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MxAPS
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- Introduction
- Generate Schedule
- Production Cells
- Setup
- Delay Increment
- Scheduling Configurations
- Scheduling Rules
- Scheduling Rule Card
- Scheduling Rule Parameters
- Segment Codes
- Alternate Group List
- Alternate Group Card
- Schedule Result List
- Schedule Result
- Order Schedule List
- Machine Load Details
- Operation Schedules
- Order Attribute Schedules
- Commit Results
- Result KPI FactBox
- Schedule Rule Details
- Machine Alternate Constraints
- Mx Item Card extends Item Card
- Resource Requirements
- Machine Constraints
- Machine Transfers
- Shop Calendar Exceptions
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Enhanced Planning Pack
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Order Ship Express
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Order Fulfillment Worksheet
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Import Export PowerTool
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Quality Inspector
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Cycle Count Scheduler
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- Articles coming soon
Configure Customer Options
You can save your shipping preferences on the Customer Options page to apply them to all your orders automatically. These options apply to Sales Orders (or Warehouse Shipments with sales order lines). Complete the following to create shipping preferences:
- Open the Package Option Templates
- Create a template with the settings that you want to apply.
- Open the Dynamic Ship Customer Options page and assign the template to a customer.
- Select Edit List.
- Define the filters in the customer options (determines when to apply the template):
- Customer No.
- Ship-To Code
- Shipping Agent Code
- Shipping Agent Service Code
The following six options define the shipping preferences in the example below. All options (e.g., specific email addresses, package, or shipment option templates, etc.) apply for customer 10000.
- Applies if the Ship-To is blank on the order. Shipping Agent and Service do not matter. This rule is set as the default for the customer and applies whenever there is not a more specific rule. You do not have to specify a default, but there can only be one per customer. Use Customer default for settings that are not carrier specific.
- Only if the Carrier is FedEx. Ship-to and Service do not matter. There can only be one Customer and Carrier default per carrier. Use Customer and Carrier for settings that are carrier specific (e.g., alternate billing account).
- Only if the Ship-To is Calgary. Shipping Agent and Service do not matter.
- Only if the Ship-To is Edmonton. Shipping Agent and Service do not matter.
- Only if the Ship-To is Edmonton AND the Shipping Agent is preset as FedEx on the order. Applies regardless of chosen service but no other carrier.
- Only if the Ship-To is Edmonton AND the Shipping Agent is preset as UPS AND the Service as GROUND on the order. Applies with the chosen service. If the order is any other Service, does not apply.

Configure Customer Options
The following examples are ordered from least specific to most specific:
Applicable Rule | Order Description |
Rule 1 |
Cx NO: 10000 Ship-To: Toronto Shipping Agent: UPS Service: GROUND Rule 1 applies. It is set as the default for customer 10000, and there is no specific rule for the Ship-To Toronto. |
Rule 2 |
Cx NO: 10000 Ship-To: Toronto Shipping Agent: FedEx Service: GROUND Rule 2 applies. There is no Ship-To specific rules. |
Rule 3 |
Cx NO: 10000 Ship-To: Calgary Shipping Agent: FedEx Service: GROUND Rule 3 applies. The Shop-To is more specific than the carrier. |
Rule 4 |
Cx NO: 10000 Ship-To: Edmonton Shipping Agent: UPS Service: NDA Rule 4 applies. There is no rule for this specific Service NDA for UPS. |
Rule 5 |
Cx NO: 10000 Ship-To: Edmonton Shipping Agent: FedEx Service: 2DAY Rule 5 applies. There is no Service specific rule for 2DAY, but there is a rule for carrier FedEx. |
Rule 6 |
Cx NO: 10000 Ship-To: Edmonton Shipping Agent: UPS Service: GROUND Rule 6 applies. There is a very specific rule for this service. |
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