Blue Freight Calculator App

User Manual

General Information

Blue Goods App is an app for Microsoft Dynamics 365 Business Central. This app allows you to register Goods Units (as packages, boxes, pall e.g.) with its parameters (like size, weight, and other parameters) which are important information during the shipping process. You can easily correct or register Goods Units during the whole shipment process.

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How to install the app

On cloud

If you are currently using Microsoft Dynamics 365 Business Central on cloud you can find and install Blue Goods app from App Source Marketplace.

In Business Central search tool, type “Extension Marketplace”. This will open the marketplace from Microsoft App Source. You can find Blue Goods app there and install it to your Business Central tenant. Please contact us through the Buy a License request form and we will provide you a license key.

On-Premise

If you are using Microsoft Dynamics 365 Business Central on-premise, then you will receive an App file. This file must be published by your Microsoft Dynamics 365 partner into your Dynamics 365 Business Central server instance.

Blue Software team is available to assist you in case you need help during the installation of this app.

Permissions

If you are using an account without SUPER permission set, you need to add the Blue Goods permission set to your account. This can be done from the user list. Make sure all users who are going to use the app has the right permission set.

How to use

After the app is installed, you can start to set up necessary information as described.

Set up standard Goods Units and number series

Search for Delivery Setup to specify number series and parameters for Goods Units, follow the Tool Tips for more information and recommendations:

From the Delivery Setup you can specify your standard (Related -> Goods Units). The standard Goods Units are the units you normally use to pack your items for shipment/delivery, such as package, boxes, pall, container etc.

You can define as many Goods Units as you need. You can select these units when you register how you pack your items for delivery.

Register Goods Units on Sales Documents

You can register the Goods Units you use to ship your items on the following open sales documents:

  • Sales Quotes
  • Sales Orders
  • SalesInvoices
  • Transfer Orders

You do this by using Actions -> Delivery Management -> Goods Registration.

Select the Unit Code, which are the standard Goods Units you set up. The parameters you set up on your standard Goods Units will be inherited. Additionally, you can specify Goods Content, Goods Marked and the weight of your unit:

You can also register more information for an unit as dimensions and other needed specific information, for instance for use of containers:

You can define as many Goods Units for your Sales document as you need. Be ware that you only can register Goods Units for sales documents which are not Released.

Registered Goods Units are inherited from quote to order when you choose Make Order. When you post a shipment the registered goods from the sales document get transferred to the Posted Shipment and will disappear on the sales document. So, if you use partial shipments, you must register Goods Units for each shipment you do.

Correct Goods Units on posted Sales Documents

You can correct Goods Units or register on the following posted sales documents:

  • Posted Sales Shipment
  • Posted Transfer Shipment
  • Posted Transfer Receipts

You do this by using Actions -> Delivery Management -> Goods Registration.

Goods factbox on Sales Documents

You can see gross weight information for the items on your Sales Document, provided your items are set up with Gross Weight on Item Card. The example is for a Sales Order:

How to request a new license

You can request a new license from the Delivery Setup using Buy a license before your free trial license expires.

This will open a request form you have to fill inn and send to us.
You will receive a valid license key within 3 workdays.

Important: You need an own license key for each company that will use this app.

How to register your new license

Search after Blue Base Setup.
Place the new license key in the license key field for the specific app.

Check your licensee

Search after Blue Base Setup to check if you have a valid license under Actions -> Check License:

More information about Blue Software Apps

You can find more information about Blue Software Apps in www.bluesoftware.no or from the links in the Blue Base Setup page under Related -> Read more.

Upgrade

A list of changes will be published on this website. If you have an installation “On-premises” your Microsoft Dynamics 365 Partner must unpublish the current version and publish the new version for you. The customers using the cloud version will be upgraded automatically when a new version is released.

Uninstall

It is possible to uninstall and unpublish the app at any moment. You can perform these actions from the Extension Management page.

If you decide to install the app again later, all settings and configurations will be restored as they were previously. If you decide to remove the extension data under uninstallation, all data related to this app will be removed and it cannot be recovered later.