I have courier company who want to migrate to Dynamics 365. This would be my first project for Dynamics 365. I want to know how I can map their operations scenarios into D365 Fin&Ops? The courier company has two type of customers, i.e. Regular and Business.
Currently, the Regular Customers usually walks into the express centers to Order a delivery of consignment. Before the item is collected from customer, the item is weighed and the cost of delivery is mentioned to him. If customer agrees to pay, then CSA will pull the customer information from system by his contact number, this may pull more than one customer as previously mobile could be with anyone else, if not found by mobile number then CSA will try with Full Name, or otherwise New Customer is created. From customer window, Order Creation is pulled, the order information is entered along with weight and volume, which then shows the final amount on screen and customer is asked to pay on the POS, once the payment is made then CSA hit issue button which creates Delivery Order and then CSA prints the Invoice which shows the Order Details including consignment delivery date, amount, destination address etc.
Ofcourse there is a lot more in above scenario, this is just a rough idea. I was trying to find the way to map it into Dynamics 365 Fin & Ops. It offers Sales Order in Marketing & Sales Module. The Sales Order is usually linked with inventory which is managed in warehouse. In above explained business scenario , no physical item is being sold, its just a delivery service and it has no inventory to be linked. Does this mean I need to create a non stocked item in Item Master and consider it as a Delivery Service ? I was thinking to create actually two , Normal Delivery Service and Fast Delivery Service, would that be ok to create as non stocked items ?
Secondly the item when defined in Item Master needs to have a unit cost. So if I define a non stocked items, i.e. Normal Delivery Servie and Fast Delivery Service, I cannot define its unit cost directly. It needs be determined through weight and volume. Customer has explained that the cost of delivery changes every half Kg, the type of delivery (Normal or Fast), Distance, Transporation Mechanism (i.e. Air Mail for InterCity and Standard for IntraCity). How I will handle this cost scenarios?
Third, Customer in Sales Order is searched through its account number or by typing Customer Name in the Account dropdown field of Sales Order. So atleast I can search by name, but I cannot search customer by mobile number. Is it possible to do customization on the same Account field to search Customer by mobile number?
Above all, I am not even sure, Sales Order should be used for the above explained business scenario. If this is not the right approach, then what is recommended? Ofcourse courier company needs its financial and Logistic operations to be mapped into Dynamics365, I need to understand how I can map its delivery operations into D365 Fin & Op.
