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INFOCUS 2024: Transportation Management “Lite” – Streamlining Sales Order Processing

Presented at INFOCUS 2024
Session ID: P-049184

Implementing full functionality of the Transportation module is a big undertaking, requiring significant configuration effort, and that scares people off. This session aims to demonstrate how minimal configuration allows the basic functionality to be leveraged to streamline the sales order pick/pack/ship process, and provide the benefits that go with truly managing shipments instead of sales orders. The session will provide an overview of the basic configuration required to be able to leverage key features of the Transportation Management module and show how straightforward it really is. We'll hit on Shipment Consolidation, Shipping/Delivery Documents, Capturing Appointment Times, Billable/Payable charge automation with Freight Update, and management of Shipment Reference Numbers.

This session is eligible for NASBA credit.

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