Blue Goods 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, pallets 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.

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.

Assisted Setup – Set up Blue Goods

After the app is installed, you can use the Assisted Setup for Blue Goods:

Alternatively, you can find necessary information as described in the following chapters.

We highly recommend setting up Blue Goods by using the Assisted Setup. Alternatively, you can use Goods/Delivery Setup.

You need to define a no. series for your goods and specify the standard measurements you use for your packages (goods units) you use.:

If you have standard goods units, you use very often you can now define them by choosing Open Goods Units, some examples are shown below.

The standard goods units are the units you mostly use to pack your items for shipment/delivery, such as package, boxes, pallets, container etc. You can also create your goods units on the fly.

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.

In 365 Business Central you can define different units of measure. Especially for the units of measure you use for your goods units, you need to define the International Standard Code to let Blue Goods recognize the correct unit.

In case you use other measures than centimeter and kilogram our Unit of Measure Conversions table will help to calculate measures. This table is automatically initiated with the following conversions during the setup of Blue Goods.

Open Unit of Measure to check if you have assigned an International Standard Code:

Open unit of measures conversion if you need to add conversions for the units you use:

You have now finished the setup.

How to use

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
• Sales Invoices
• 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 a 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

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

Show Goods Units on archived Sales Documents

You can see registered Goods Units on an archived sales document (quote and order).

You reach this information by using Actions -> Delivery Management -> Show Goods form the respective archived document.

When you archive a quote or an order the related goods information get archived as well. If you restore an archived quote or order also the existing goods information gets restored.

Goods factbox on Sales Documents

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

The Delivery Goods fact box on Sales Order gives you an overview about the registered goods:

How to request a new license

You can request a new license from the Goods/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 license

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.