When the sales representative carries stock in their vehicle, they can create a shipment from a picking document in Microsoft Dynamics Business Central using IM Warehouse Basic. IM Warehouse Basic operates exclusively online and requires an active internet connection, and can be deployed on the same device as IM Sales Rep.
Generate the Picking from the Sales Order
IM Sales Rep creates a sales order, and the order is uploaded to Microsoft Dynamics Business Central.
Create a picking document based on the sales order in Business Central (manually or through a job queue)
Complete the Picking Process with IM Warehouse Basic
Access the picking document in IM Warehouse.
Use barcode scanners or manual confirmation to pick up the items from the vehicle.
Confirm the picking process in the system.
Generate the Delivery Note
The system will populate the delivery note with the details from the picking document, such as:
Items and quantities picked, delivery address, customer details, or order reference
Review and confirm the Delivery Note
Review the delivery note for accuracy.
Ensure it matches the items and quantities from the picking document and the sales order.
Add any additional details, such as shipping instructions or carrier information.
Print or Share the Delivery Note
Once confirmed, print a hard copy of the delivery note or send a digital version to the customer.
If integrated with a shipping carrier, use the delivery note to initiate the shipping process.