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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
- Show all articles ( 5 ) Collapse Articles
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- Print From Your Handheld in Business Central Cloud
- Print From Your Handheld in Business Central On-Premises
- 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
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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
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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 On-Prem Shop Floor Client
- 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 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
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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
- Show all articles ( 6 ) Collapse Articles
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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?
- Show all articles ( 3 ) Collapse Articles
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DocXtender
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Barcode Generator
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PrintNode Connector
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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
Counter Sales Orders
The Counter Sales Orders page provides a listing of existing counter sales orders and allows the user to update existing orders or create new orders.
To update an existing counter sales order from the list simply click on the No. field to open the Counter Sales Order page. To create a new order click the New action button or use the Take Order Wizard discussed in the previous section.
Order Entry
The Counter Sales Order page is tailored towards users operating in a point of sale environment. The page is like the base Business Central Sales Order page to provide consistency in the application however it offers a simplified layout and additional features to improve the order entry experience.
The Counter Sales Order page consists of several FastTabs, FactBoxes, and action buttons:
- The Sales Order FastTab captures standard information on the customer, contact, and salesperson.
- The Lines FastTab contains details on the items to be sold to the customer and includes totals for the order, sales taxes, payments, deposits, and amount owing.
- To display additional billing information, click the Billing Details action button found under the View menu in the ribbon. The action will display, or hide if already displayed, the Billing Details FastTab. The Billing Details FastTab captures standard billing information on the bill-to customer, sales taxes, and currency.
- To display additional shipping information, click the Shipping Details action button found under the View menu in the ribbon. The action will display, or hide if already displayed, the Shipping Details FastTab. The Shipping Details FastTab captures standard shipping information such as the ship-to address, shipment method, and shipping agent.
- The Item Availability by My Locations FactBox displays the inventory on-hand for the user defined My Locations for the item on the currently selected line.
- The Related Items FactBox displays related items for the item on the currently selected line. From this FactBox the user can easily inform the customer of related items and then quickly add any of the related items to the order.
- The Quick Scan action found under the Process menu in the ribbon opens the Quick Scan page where users can scan valid item number barcodes to quickly add them to the order. More information on the Quick Scan page can be found later in this guide.
- The Payments action found under the Process menu opens the Payment Processing page where users can record customer payments. More information on payment processing can be found later in this guide.
- The Take Deposit and Show Deposits actions found under the Process menu opens the Deposits Processing and Deposits pages respectively. More information on deposits can be found later in this guide.
Payment Processing
The Payment Processing page allows the order processor to record payment accepted from the customer immediately prior to transferring, or shipping, the product to the customer. Multiple payment types per order can be entered, such as cash for a portion of the amount owing and credit card for the remaining amount. Click the Payments action on the Counter Sales Order page to access the Payment Processing page.
To capture payments in the Payment Processing page simply enter the Payment Method Code and the Amount. If required, record the Authorization No. to complete the entry. Once an entry is completed the totals found at the bottom of the page will update to indicate the remaining amount owing for the shipment and order.
For counter sales orders to cash customers the amount owing must be zero before the order processor can post the order. Cash customers are defined by the Payment Terms Code on the Counter Sales Order page matching the Cash Payment Terms Code on the Counter Sales Setup page.
If the Enable Cash Payment Rounding is set to yes in the Counter Sales Setup page and all payment entries in the Payment Processing page are cash payments the amount owing (cash only) total will be used to determine the remaining amount owing. Cash payment rounding handles the scenario where cash only transactions are subject to rounding to settle the amount owing. For example, if the cash payment rounding is configured to round to the nearest $0.05 and the amount owing before rounding is $95.02, the amount owing (cash only) will be $95.00 and if the customer provides only cash payment the $95.00 will be the final amount owing.
If the Cash Back Payment Method Code is defined in the Counter Sales Setup page, click the Calculate Cash Change action in the ribbon on the Payment Processing page to record a cash back entry. Cash back entries capture the scenario where the customer provides payment exceeding the amount owing and change is returned. For example, if the amount owing is $95.00 and the customer provides payment totalling $100.00 the action will result in a cash back entry representing the $5.00 returned to the customer.
Deposits
The Deposits Processing page allows the order processor to record payment accepted from the customer as a form of deposit or prepayment. Click the Take Deposit action on the Counter Sales Order page to access the Deposits Processing page. Deposits can then be applied to future shipments in the Payment Processing page.
To capture deposits in the Deposits Processing page simply enter the Payment Method Code and the Amount. If required, record the Authorization No. to complete the entry. Click the Post (or Register) action in the ribbon to post (or register) the deposit to the customer’s account. Alternatively clicking the OK button when closing the page will check for unposted deposits and prompt the user if they want to post the deposits. Click the Post And Print (or Post And Register) action in the ribbon to post (or register) the deposit and then print a receipt to provide to the customer.
To apply deposits in the Payment Processing page, select the posted deposit and click the Apply Deposit action. The Applies-to ID will update with the current user ID to indicate the application. When the counter sales order is invoiced the applied deposits will be processed with the order.
Chick the Show Deposits action on the Counter Sales Order page to open the Deposits page where the order processor can:
- View previous deposits related to the order
- Print the deposit receipt report for previous deposits
- Undo previously posted (or registered) deposits
Posting
To post the order click the Post or Post and Print actions found under the Posting menu in the ribbon. When you post an order for a cash customer the Payment Processing page will open and require payment is entered for the entire shipment prior to posting. If insufficient payment is entered the order will be prevented from posting.
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