This section contains Help information on CS Delivery Plans. The documentation assumes regular knowledge of using Microsoft 365 Business Central. For help information on Microsoft 365 Business Central please refer to the regular software help texts or contact our support engineer for help.

Please use the menu to select your help topic.

CS Delivery Plans is a smart application for Microsoft 365 Business Central. The app supports the delivery of larger batches of sales and purchase documents to be shipped or received. These can be either sales and purchase orders, sales and purchase return orders and transfer orders.

The functionality is particularly useful for companies with presales processes, initial collection deliveries or seasonal sales but can also be used to make distribution lines for larger quantities of items efficiently.

Shipment Worksheets and Receipt worksheets are available with various batches for different warehouse locations, Logistic Service Providers (LSP), and for different priorities of creating delivery lines.

Before creating warehouse documents or documents for a logistic service provider, a credit check can be done on the customer. Besides, CS Delivery Plans may check if partial deliveries on orders are sustained for a customer.

Both checks may be approved by a Microsoft 365 Business Central user.

The app uses standard Microsoft 365 Business Central functionalities.

CS Delivery Plans creates either warehouse documents or assignments to a logistic service provider (LSP).