Follow-up

Archive inactive customers, vendors and items to keep your lists and reports clean — with a simple action to show archived records whenever you need them.

Synchronize master records like item, customer, contract into dimension values. No need to create or maintain dimension values ever again.

Automate integration of orders, invoices, warehousing and webshop. Very flexible framework to built upon.

Open e-mails you send from Business Central in your Outlook. This may be useful if you want to edit the mail before sending, attach additional documents or add a signature other than the one specified in Business Central. Disclaimer: The mails are downloaded in freetext to the the local computer.

Edit sales prices directly from the item card without navigating price lists — and easily manage ending dates to ensure price increases are applied correctly and old prices don't override new ones.

Find available lot and serial numbers for sales orders — including tracking on open purchase orders and transfer orders that have not yet been received.

Attach a universal order number that flows through all related documents and item ledger entries — including drop shipment purchase orders — making webshop order tracking fast, complete and reportable.

Use templates to easily Import and Export files repeatedly directly from the UI. Import Order Lines, Journal Lines and all other tables with ease and repeat. Import to all tables in Business Central.

Automatically apply quantity-based discounts on top of existing line discounts when order quantities reach defined thresholds — set up per item with flexible quantity breaks and discount percentages.

Open PDFs on a second screen that automatically stays in sync with the record you are viewing in Business Central — making document review and approval significantly faster.

Give your prepayment invoices the same full specification as a normal invoice — with item numbers, quantities and prices — so customers always know exactly what they are paying for.

Control which reports users can see and run, organised by business area in a structured menu. Keep the report list focused and relevant for each part of the business.