shipper-tms-help
Shipper TMS for Microsoft Dynamics 365 Business Central
Introduction
Run your own deliveries like a pro—without leaving Business Central. This TMS turns sales, purchase, and transfer orders into clear transport tasks, then helps you group orders into optimal truckloads, assign the right vehicle/driver/carrier in seconds, map and time every stop, and keep weight/volume/conditions under control. A visual board shows which orders ride on which truck, in what sequence they unload, and whether capacity or time windows are at risk. Perfect for manufacturers, distributors, and retailers that ship with their own fleet or hired carriers and want planning, execution, and data in one place—fast, reliable, and built for shippers.
Installation
Solution is available on AppSource. Installation process for Business Central On-line See detailed instruction
How it works
Any document (sales, purchase, transfer orders) is passed to transportation by creating one or more Transport Requests.
- Transport Request : is a transportation request based on internal company documents, such as purchase orders, sales orders, or transfer orders. It defines WHAT : needs to be transported, where the goods are to be picked up, and where they need to be delivered, while also specifying the shipper and the consignee details.
Based on the Transport Requests, the truck(s) for transportation are created — this is handled by the Transport Order.
- Transport Order : is a document that details HOW : the transportation will be carried out. It specifies the carrier, driver, and vehicle. The Transport Order represents the actual journey of the truck, outlining the stops where loading or unloading will take place details.
The relationship between Transport Requests and Transport Orders is many-to-many. That is, one large order can be transported by multiple trucks (one Transport Request → many Transport Orders), and conversely, one truck can carry multiple orders (one Transport Order → many Transport Requests).
Use cases
- Create Transport Request from Sales Order (Shipper) details.
Tools
- Load Management Load Management is a tool designed for planning and scheduling cargo delivery. It allows users to allocate transportation requests to specific vehicles and routes, ensuring efficient delivery operations details.
FAQ
FAQ about TMS.
Settings
General
- Transportation Conditions Settings for managing different transportation conditions details
- Routes. Routes are used for the logical grouping of customer addresses by geographical attribute to facilitate the assignment of a set of customer orders to a specific truck or carrier details.
- Route Sequence - details
- Time Slots - details
- Compartments - vehicle compartments control
- Logistic Units Types : is an item of any composition intended for transportation. Logistic units take many forms: a single box containing a limited number of products, a pallet with multiple products, or an intermodal container containing multiple pallets details.
- Map Locations. Map Locations is a directory of map-based locations utilized for precise pinpointing using geolocation services. Map Locations are employed for route mapping, distance calculations, and estimating transportation durations. Map Locations can be linked to the addresses of clients and suppliers. Useful if we have our own fleet details.
- Map Location Types. A directory of location types on the map, such as Client, Vendor, Port, Gateway, Hub, etc details.
- Map Provider services : integration. Configuration of Google Maps and TMS integration. It is needed for distance and duration estimation details
- Carriers. A directory of third-party carriers that provide transportation services to our company details.
- Vehicles. A directory of transportation vehicles, either owned by our company or by third-party carriers details.
- Drivers. Configuration of the directory for drivers, whether from our company or external details.
- Setup : General settings of the TMS details.