Order Fulfillment Worksheet
Optimize your order fulfillment process by focusing on in-stock orders.
The Order Fulfillment Worksheet tells you what you can ship today, including full or partial shipments and backorders. The app will automatically create and combine warehouse shipments and picks with a simple mouse click for those using warehouse documents. Stop wasting time picking orders from the warehouse that aren’t ready because stock is missing from inventory.
Prioritize your orders
The Order Fulfillment Worksheet app provides an easy way to prioritize which orders to fill. All decision-making information is viewed from a single screen within Business Central, where users can quickly filter and sort outstanding orders.
Group orders by carrier and other criteria
For those that have a daily set pick-up time for specific carriers, the Order Fulfillment Worksheet app enables you to filter on in-stock outstanding orders while sorting by carrier service so you can ensure all orders are ready in time for pick-up.
Grouping is not limited to just carriers. Users can also group by customer, region, planned ship date, and more.
Understand what is stopping an order from being filled
The Order Fulfillment Worksheet provides order line item detail for every order so you can see what is preventing an order from being filled. Maybe an inventory move is required, or only a portion of stock is available. Whatever the issue may be, the information is quickly and readily available to help streamline your order fulfillment process.
Managing Backorders
Managing backorders is essential for ensuring customer satisfaction and maintaining a healthy business. The Order Fulfillment Worksheet app makes it easy. Once the new product is received, head over to the Order Fulfillment Worksheet in Business Central to quickly identify backorders that can now be filled. If there still isn’t enough stock to fill all orders, orders can be prioritized by the oldest orders getting filled first. Or, you can split stock across multiple orders.

Licensing: Subscription
Cost
Please contact your Microsoft Partner for pricing details.
Business Central/NAV Compatibility
Dynamics 365 Business Central On-Premise
Dynamics 365 Business Central Cloud
Typical User
Warehouse Managers and those responsible for picking warehouse orders.
Release Date
December 2022: Actively being maintained and supported with updates.
Prerequisites
None
Related Apps
Integration
Self-install via AppSource or Extension Marketplace. Microsoft Partner support not typically required.
Documentation
Well documented on the Insight Works’ Knowledge Base. View the documentation here.
Support
The app is supported via the Insight Works’ Knowledge Base and Forum. For one-on-one support, Insight Works support plans are available or you can contact your Microsoft Partner.
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