Steps for this scenario.
Create a New sales Order.
Insert the requested delivery date
Check the following fields in the Shippiing & Billing Fasttab*. Insert if needed or set the defaults in the customer card. Or use the carrier selection function to get the best rate proposal.
Post the Sales Shipment.
Open the Posted Sales Shipment **
Create the Transport order (if all defaults in the sales order are correct the transport order is created and you can open the linked sales order
Book or Book and Print the transport order (the service provider (Carrier) will update the transport order and the sales order with the tracking information.
In the ShipIT setup it's also possible to set the option to Auto-create Transport Order. In Step 4. (Post the Sales Shipment) this will also directly create the Transport Order
With the Enable Beta features more option are possible like direct booking in Transsmart and also Direct Printing of the Labels.
Before automating the process of direct booking and printing be sure that all needed data in the background is available and correctly populated. Otherwise the transport orders will not be booked correctly or will end in a booking error.
After booking of the transportorder the ShipIT flow is finished and in most of the cases the business central logistic process is also ended.