ShipIT 365 Discovery Guide

This document outlines the questions to be addressed with a prospect in the context of optimizing the shipping process with ShipIT 365, potentially in combination with mobile device integration in the warehouse.

To determine the license costs and which carrier platform is most suitable, these are the (minimum) questions to be asked:

· How many shipments do you have (per day/week/month/year)?

· How many carriers do you use?

· What are the names of your current carriers?

· Do you have export shipments?

· Are you shipping from multiple warehouses?

· Are you shipping out of multiple companies?

· Do you have price contracts with carriers?

· Do you ship dangerous goods?

Getting a package from point A to point B sounds simple, but as any growing business knows, the reality happening behind the scenes is incredibly complex. Carrier rates change, delivery expectations rise, and manual data entry eats up valuable hours.

We designed this ShipIT 365 Discovery Guide to help us look under the hood of your current logistics operation, map out your future ambitions, and ensure your team has the exact tools they need to succeed directly inside Microsoft Dynamics 365 Business Central.

To build the perfect shipping foundation for your business, we will focus on three core pillars:

Evaluating Current Shipping Realities

Before we look forward, we need a clear picture of today. We will map out your current carrier mix, local and international shipping volumes, and how you handle transport document generation. Understanding what works well today, and where the daily bottlenecks occur, ensures we don't leave any critical requirements behind.

Scaling for Future Needs

Your shipping solution should grow with you, not hold you back. Whether your future goals include expanding into new geographical markets, onboarding specialized freight carriers, or managing a massive surge in e-commerce order volume, we want to look ahead. This guide ensures your system is configured to scale effortlessly for tomorrow's business demands.

Streamlining the Daily Process

The best logistics strategy is only as good as the daily process executing it. We will dive into how your warehouse and office teams interact with order data. By examining your current workflows, from order entry and real-time transport booking to label printing and tracking, we can eliminate duplicate entries, reduce human error, and create a seamless, automated flow from Business Central straight to the delivery truck.

Let’s Begin: Take a few minutes to walk through the questions on the following page. Your insights will directly shape a smarter, faster, and more integrated shipping experience for your entire team.

Main Sales questions

Evaluating current shipping realities

· How many shipments do you have (per day/week/month/year)?

· How many carriers do you use?

· What are the names of your current carriers?

· Do you have export shipments?

· Are you shipping from multiple warehouses?

· Are you shipping out of multiple companies?

· Do you have price contracts with carriers?

· Do you ship dangerous goods?

Scaling for Future Needs

· What level of automation do you want to reach by using ShipIT 365?

· Is a mobile device scanning solution in place or will it be in the future?

Streamlining the daily Process

· How do you currently process your orders towards carriers?

· Which Business Central process do you follow, sales order to inventory pick or sales order to warehouse shipment?

· Is the standard Business Central process flow altered via a 3^rd party add-on / apps or customization?

HAPPY SHIPPING!