Waybills

As a Sales Order Processor
I want to create a waybill directly from a sales order
So that the shipping information from the order is automatically copied to the waybill without manual re-entry

Setup:

1. Open the relevant Sales Order.
2. On the action bar, choose the Waybill action (enabled by the Show Waybill Lines feature in Abakion Manager Foundation).
3. A new waybill is created. The ship-to name, address, city, post code, country, contact, phone, e-mail, shipping connector, shipping agent, and shipping agent service are copied from the order.
4. Verify the Shipping Connector and Shipping Agent Code on the waybill header.
5. Add waybill lines for each package.

Note: If the sales order already has a waybill number in the Waybill Header field, you will be asked whether you want to create a new waybill or open the existing one.

As a Sales Order Processor
I want to create a waybill from a warehouse shipment
So that I can manage the physical shipment at the warehouse level rather than the order level

Setup:

1. Open the Warehouse Shipment document.
2. Choose the Waybill action on the action bar.
3. A new waybill is created with the ship-to address from the warehouse shipment's SCB ship-to fields, and the sender address from the shipment's location.
4. The packing station is also copied if it is set on the warehouse shipment.
5. Complete the waybill by adding lines, closing packages, and sending.

As a Sales Order Processor
I want to create a waybill for a transfer order
So that internal stock movements between locations are handled through the same shipping process as customer shipments

Setup:

1. Open the Transfer Order.
2. Choose the Waybill action.
3. The waybill is created with the transfer-to location as the recipient and the transfer-from location as the sender — both address blocks are populated from the respective location cards.
4. Complete the waybill normally.

As a Purchasing Agent
I want to create a waybill on a purchase order
So that I can arrange collection of goods from a vendor or manage return shipments

Setup:

1. Open the Purchase Order.
2. Choose the Waybill action.
3. The vendor's buy-from address is set as the Sender on the waybill, and your company's receiving location (or company information if no location is set) becomes the Receiver.
4. The shipping connector and agent are copied from the purchase order's SCB fields if populated.

As a IT Manager
I want to configure the system to automatically create a waybill when a new sales order is released for a specific customer
So that the sales team never has to manually trigger waybill creation for routine customers

Setup:

1. Go to Connectors and open the relevant connector card.
2. Enable Automatically Create Waybill on the connector.
3. Ensure the customer's orders use this connector as their shipping connector (set on the customer or sales order header as the default).
4. When a new sales order is released, the system automatically creates an associated waybill for that connector.

Note: This setting is per connector. Only orders using that connector will have waybills created automatically.

As a Sales Order Processor
I want to add waybill lines with specific package types
So that each physical box or pallet in the shipment is represented on the waybill with correct dimensions and weight

Setup:

1. Open the waybill and go to the Waybill Lines subpage.
2. Insert a new line.
3. In the Package Type field, select the relevant packaging type (e.g., BOX, PALLET). Dimensions (Length, Width, Height) and volume are copied from the packaging type definition.
4. Enter the Gross Weight for the package.
5. Repeat for each physical package in the shipment.

Note: If automatic waybill line creation is configured via Waybill Line Setup, lines may already be present when the waybill is created. See the Packaging Types & Waybill Lines article.

As a Sales Order Processor
I want to close all packages on a waybill and trigger the send to the shipping broker
So that the broker receives the shipment order and returns tracking numbers and labels

Setup:

1. Open the waybill. Verify that all required header fields are filled in: Shipping Connector, Shipping Agent Code, Shipping Agent Service Code, Name (recipient), and Sender Name.
2. Verify that at least one waybill line exists and that all lines have a Weight Unit of Measure on the waybill header.
3. Choose Close All Packages. All open lines are set to Package Closed and the waybill status moves to Packing Finished.
4. The integration status automatically changes to Ready to Send.
5. The connector sends the waybill to the broker. Once processed, the status updates to Successfully Sent and then Updated with Label.

Note: You can also use the Send Waybill action directly — this sets status to Packing Finished and triggers the send in one step, provided the waybill has not already been sent.

As a Sales Order Processor
I want to re-open a package that has already been sent so I can correct a weight or address error
So that the broker receives corrected data without creating a new waybill

Setup:

1. Open the waybill and navigate to the relevant line.
2. Choose Re-Open Package on the line.
3. If the waybill has already been transmitted (status: Shipping Agent Ordered or later), you will be asked to confirm before re-opening.
4. The line status reverts to Package Open and the waybill header status reverts to Packing Started, allowing modifications.
5. Use Reset and Send Again (available as an action on the error notification) if the waybill was stuck in an error state.

As a Sales Order Processor
I want to navigate directly to the shipping agent's tracking page for a waybill
So that I can check delivery status without leaving Business Central

Setup:

1. Open the posted sales shipment that have waybill Related. The Waybill Tracking No. field contains the tracking number returned by the broker after the waybill was sent.
2. Choose Track Shipment. This opens the shipping agent's tracking URL in your browser, pre-filled with the tracking number.

Note: The tracking URL is configured on the Shipping Agent card in standard Business Central.

As a Sales Order Processor
I want to open the source document (sales order, warehouse shipment, etc.) directly from the waybill
So that I can quickly navigate back to the originating document without searching manually

Setup:

1. Open the waybill.
2. The Related Document field shows the source document number (e.g., the sales order number or warehouse shipment number).
3. Choose Drill Down on the related document field. The corresponding document page opens directly (Sales Order, Warehouse Shipment, Transfer Order, etc.).

As a IT Manager
I want to configure Shipping Manager to automatically send the waybill when the linked document is posted
So that the shipping order is dispatched to the broker at the same time the shipment is posted in Business Central

Setup:

1. Go to Shipping Manager Setup.
2. Enable Send Waybill on Post Document.
3. When a sales shipment or warehouse shipment is posted and a waybill exists, the waybill is automatically set to Packing Finished and the integration status to Ready to Send.

As a IT Manager
I want to configure Shipping Manager to automatically print the package label when the waybill is sent
So that warehouse staff receive labels for affixing immediately after the waybill is transmitted

Setup:

1. Go to Shipping Manager Setup.
2. Enable Print Label on Send Waybill.
3. When the waybill is sent and the broker returns a label, it is automatically sent to the configured printer.

As a IT Manager
I want to control whether packages are closed automatically when a warehouse shipment is posted
So that the packing workflow matches how the warehouse team works

Setup:

1. Go to Shipping Manager Setup.
2. Set the Close all package event field:
   • Close all packages when posting shipment — all open packages are closed automatically when the shipment is posted.
   • Keep package status — packages remain in their current status; staff must close them manually.

As a IT Manager
I want to configure up to 5 free text values that are automatically populated on waybills for specific shipping agents or services
So that connector-specific fields (e.g., account codes, reference numbers) are always present without manual entry

Setup:

1. Open the Shipping Agent card for the relevant agent, or the Shipping Agent Services card for a specific service.
2. Fill in Free Text 1 through Free Text 5 with the values required by the connector (e.g., account numbers, product codes, special instructions).
3. When a waybill is created or when the shipping agent or service is changed on a waybill, these values are automatically copied to the corresponding free text fields on the waybill header and lines.

Note: Service-level free text values override agent-level values if both are set.

As a IT Manager
I want to assign a default packing station to Shipping Manager Setup and to warehouse shipments
So that the correct label printer is used automatically without warehouse staff having to select it each time

Setup:

1. Go to Packing Stations and create codes for each label printer or packing area (e.g., DOCK1, OFFICE).
2. On Shipping Manager Setup, set Default Packing Station to the primary printer.
3. On individual Warehouse Shipments, the packing station from the shipment is copied to the waybill when created. If not set, the default from Shipping Manager Setup is used.

As a Sales Order Processor
I want to assign a specific pickup point (parcel locker) to a waybill
So that the broker delivers to the customer's preferred collection point rather than a home address

Setup:

1. Ensure pickup points are synchronised from the connector's API (managed by the connector app — see the Connectors article).
2. On the waybill or on the sales order, set the Pickup Point field. The lookup filters pickup points by the selected shipping connector.
3. When the waybill is created from the sales order, the pickup point is copied automatically.

As a IT Manager
I want to enable automatic synchronisation of measurements from waybill lines back to item cards
So that weight and dimension data entered or received during shipping is kept consistent with item master data

Setup:

1. Go to Shipping Manager Setup.
2. Enable Sync. Measurements on Item.
3. When weight or dimension values on waybill lines are updated (e.g., from broker feedback), the values are written back to the item card.

As a Sales Order Processor
I want to have separate list views for active waybills and closed waybills
So that the active waybill list is not cluttered with historical shipments

Setup:

1. Use Waybill Header List for active waybills (statuses up to Shipping Agent Ordered).
2. Use Closed Waybill Header List for completed shipments (status Closed).
3. Both lists are accessible from the Shipping Manager role centre and from source document pages.