Sign
View/Modify Shipments and Sign/Retain electronically
Export
Send D365 BC Sales Orders or Warehouse Shipment to ShipForma
Sync
Retrieve, Email or Upload copies to Business Central or Third parties.
Step 1
Export
Send D365 BC Sales Orders or Warehouse Shipment to ShipForma
Step 2
Sign
View/Modify Shipments and Sign/Retain electronically
Step 3
Sync
Retrieve, Email or Upload copies to Business Central or Third parties.
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How does it work?
A simple, three-step solution for modern shipment management.
Upload Records to ShipForma
Dynamics 365 BC Extension Installation
Install and Configure SmartBOL extension for D365 Business Central
Upload Records
Upload Sales Orders or Warehouse Shipment records to ShipForma
Update and Sign Shipments
Update Shipment Records
Modify Shipment records in ShipForma.
Digital Documentation
Present Documentation to driver on a tablet for signing.
E-Signature & Retention
Capture the Driver’s signature and store digitized documents in the cloud.
Retrieve, Distribute and Upload Documents
Document Retrieval
Retrieve documents from cloud storage from anywhere, any time
Sharing with Third Parties
Send documents to third parties by email or electronically
Data Synchronization
Export documents back to D365 Business Central, add-on option
Benefits
Eliminate filing errors and save time with seamless Dynamics 365 Business Central.
Direct export from Dynamics 365 Business Central eliminates duplicate data entry and typing errors.
Professional documents eliminate shipping errors and chargebacks
Electronic signing process reduces operating costs eliminates filing errors
Faster document access improves customer service and claims/audit processes
Additional Information
Schedule a call with us or Request Information.