Upload Records to ShipForma
Dynamics 365 B Extension Installation
Install and Configure ShipForma extension for D365 Business Central
Upload Records
Upload Sales Orders or Warehouse Shipment records
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.
Retrieval
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.
Sharing with Third Parties
ShipForma Benefits
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 and eliminates filing errors
Faster document access - improves customer service and claims/audit processes