Overview

This user guide covers day-to-day operations with BRC Logistics after installation and configuration are complete. Users will learn how to:

• Process sales orders through the WMS
• Handle purchase order receipts from the WMS
• Manage customer returns and exchanges
• Monitor WMS transactions and troubleshoot errors
• Synchronize inventory between Business Central and the WMS

User Personas

Warehouse Coordinator

• Primary Tasks: Monitor WMS transactions, troubleshoot errors, manually process exceptions
• Key Pages: BRC Logi Whse. Transactions, BRC Logi Whse. Trans. Card
• Permissions: BRC Lgsts (full access)

Sales Order Processor

• Primary Tasks: Create and release sales orders, verify shipment confirmations
• Key Pages: Sales Orders, BRC Logi Whse. Transactions (filtered to sales)
• Permissions: BRC Lgsts + Sales Order processing

Purchase Order Processor

• Primary Tasks: Create and release purchase orders, verify receipt confirmations
• Key Pages: Purchase Orders, BRC Logi Whse. Transactions (filtered to purchases)
• Permissions: BRC Lgsts + Purchase Order processing

Returns Specialist

• Primary Tasks: Process customer returns, handle return-to-exchange workflows
• Key Pages: Sales Return Orders, BRC Logi Whse. Transactions (returns filter)
• Permissions: BRC Lgsts + Return Order processing

System Administrator

• Primary Tasks: Configure setup, manage job queues, review error logs
• Key Pages: BRC Logi Setup, Job Queue Entries, BRC Logi Whse. Transactions
• Permissions: BRC Lgsts + System administration

Documentation Structure

Getting Started

First-time user orientation:

• Understanding the integration workflow
• Navigating BRC Logistics pages
• Monitoring your first transaction
• Understanding document statuses

Daily Operations

Common workflows:

• Sales Order Fulfillment: Release sales orders, monitor shipment processing, verify tracking numbers
• Purchase Order Receiving: Release purchase orders, monitor receival processing, verify receipt quantities
• Return Order Processing: Create return orders, handle exchanges, manage return fees
• Transfer Orders: Process inter-location transfers through WMS
• Inventory Adjustments: Review and post WMS inventory adjustments

Advanced Features

Power user capabilities:

• Manual transaction processing
• Uploading/downloading request/response payloads
• Handling partial shipments and receipts
• Working with item tracking (serial/lot numbers)
• Managing multi-package shipments
• Return-to-exchange workflows
• Custom field mapping usage

Monitoring & Troubleshooting

Operational oversight:

• Using the BRC Logi Whse. Transactions page
• Filtering by document status and errors
• Understanding error messages
• Manually retrying failed transactions
• Viewing request/response payloads
• Email notification management

Quick Reference

Key Pages

Document Types

Document Statuses

Common Actions

Workflows Overview

Standard Sales Order Workflow

1. Create Sales Order in BC
2. Release Sales Order → Auto-creates Shipment Order to WMS
3. WMS picks and ships order → Sends Shipment Notice
4. BC receives notice → Updates Sales Order with shipped quantities
5. BC auto-posts Sales Shipment (if configured)
6. Customer receives tracking number

Standard Purchase Order Workflow

1. Create Purchase Order in BC
2. Release Purchase Order → Auto-creates Receival Order to WMS
3. WMS receives and puts away items → Sends Receival Notice
4. BC receives notice → Updates Purchase Order with received quantities
5. BC auto-posts Purchase Receipt (if configured)
6. Inventory updated in BC

Return-to-Exchange Workflow

1. Customer initiates return through returns platform OR creates Sales Return Order
2. WMS receives return → Sends Return Order to BC
3. BC creates Sales Return Order (if from WMS)
4. WMS confirms receipt → BC posts Return Receipt and Credit Memo
5. BC creates Exchange Sales Order (if configured)
6. Exchange order processed as normal shipment

Best Practices

Sales Order Processing

• Always verify customer address before releasing order
• Check item availability at WMS location
• Use correct shipping agent for accurate carrier routing
• Monitor “Requires Attention” filter daily for errors

Purchase Order Processing

• Confirm expected receipt date with vendor before releasing
• Verify item tracking requirements if using serial/lot numbers
• Review over-receival tolerance settings before posting
• Check for receival discrepancies promptly

Returns Management

• Validate original invoice reference when creating return orders
• Apply correct return reason for proper fee calculation
• Monitor return receipts to ensure timely credit memo processing
• Track return-to-exchange linkage for customer service inquiries

Error Handling

• Review errors promptly (check email notifications)
• Investigate root cause before unmarking errors
• Contact WMS support for WMS-side issues
• Check request/response payloads for troubleshooting
• Don’t repeatedly retry without fixing underlying issue

Performance Optimization

• Use filters on transaction list to reduce load time
• Archive old transactions per retention policy
• Monitor job queue performance for polling delays
• Batch release orders during off-peak hours if large volumes

Training Recommendations

New User Onboarding (2-4 hours)

1. Introduction (30 min): Integration overview, workflow concepts
2. Page Navigation (30 min): Key pages, filters, actions
3. Sales Order Demo (60 min): End-to-end sales fulfillment workflow
4. Error Handling (60 min): Reviewing errors, troubleshooting, retry process

Role-Specific Training

• Warehouse Coordinators: Focus on monitoring, error resolution, manual processing
• Order Processors: Focus on document creation, release triggers, status verification
• Returns Specialists: Focus on return workflows, exchange processing, reason codes
• Administrators: Focus on configuration, job queues, integration debugging

Next Steps

• Getting Started Guide - First-time user orientation
• Daily Operations Guide - Common workflows
• Advanced Features Guide - Power user features
• Troubleshooting Guide - Error resolution