Package Tracking Feature in Microsoft Dynamics 365 Business Central

Package Tracking Feature in Microsoft Dynamics 365 Business Central

Efficient delivery management is essential for maintaining customer satisfaction and operational efficiency. Microsoft Dynamics 365 Business Central provides a valuable feature for managing deliveries — Package Tracking. This feature allows businesses to keep track of shipments, provide real-time updates to customers, and ensure that deliveries are managed accurately and efficiently.

In this blog, we'll explore how the Package Tracking feature in Business Central works, how it can be used effectively, and the benefits it offers for your organization.

What is the Package Tracking Feature in Business Central?

The Package Tracking feature in Business Central allows you to record and monitor package tracking information for shipments directly within the system. By adding tracking numbers to posted sales shipments, businesses can easily keep track of packages in transit, update customers on delivery status, and handle any shipping issues that arise.

This feature is particularly useful for businesses that regularly ship goods to customers, providing greater visibility and control over the shipping process.

How to Use the Package Tracking Feature

Here’s how you can utilize the Package Tracking feature in Business Central:

1. Accessing Posted Sales Shipments:

2. click on the "Update Document" option in the toolbar to open the shipment details.

3. Entering Package Tracking Information:

4. Specifying the Shipping Agent and Service:

Example Scenario: Tracking a Shipment

Imagine you have processed a sales order for a customer, Selangorian Ltd., and shipped the order via your preferred logistics partner. The order has been posted in Business Central as Posted Sales Shipment No. 102060.

1. Your logistics partner provides a tracking number for this shipment.
2. You navigate to the Posted Sales Shipments page in Business Central and select document 102060.
3. Click on "Update Document" to open the shipment details and enter the tracking number in the Package Tracking No. field.
4. Choose the shipping Agent (e.g., FedEx) and Agent Service (e.g., Standard Overnight).
5. Save the changes by clicking OK.

Now, this tracking information is stored in Business Central, allowing you to quickly check the delivery status and provide accurate information to the customer.

Conclusion

The Package Tracking feature in Microsoft Dynamics 365 Business Central provides a powerful tool for managing shipments and improving customer service. By integrating tracking information directly into your ERP system, you enhance visibility over the delivery process, reduce errors, and improve coordination with your shipping partners.