How to Automate Warehouse Shipments and Picks in Business Central

Published by Insight Works

November 19 2025

Warehouses run best when teams know exactly what to ship and when. Yet, many warehouse managers spend too much time sorting through orders and tracking down what’s ready. Optimize your order fulfillment process by focusing on in-stock orders using the Order Fulfillment Worksheet.

The Order Fulfillment Worksheet app from Insight Works, seamlessly integrated with Microsoft Dynamics 365 Business Central, simplifies how warehouse teams manage shipments and picks. The app delivers real-time insight into order availability, automates shipment and pick creation, and eliminates the guesswork that slows operations.

How to Automate Warehouse Shipments and Picks in Business Central

Configure Default Behavior for Fulfillment

Automation starts with setup. From the Order Fulfillment Worksheet Setup page, users define how the worksheet behaves during shipment and pick creation. Settings include whether to combine shipments, manage picks by location, and control defaults like launch mode and expiration date filters.

The Order Fulfillment Worksheet Setup page defines how the worksheet behaves during shipment and pick creation. Settings include whether to combine shipments, allow pick creation based on location, and control defaults like launch mode, expiration date cutoff, and performance timing visibility.

Recalculate Availability in Real Time

Warehouse teams often need an instant view of what’s ready to fulfill. The Recalculate action updates every order’s status within milliseconds, displaying availability as fully available, partially available, or not available. This live calculation helps teams make decisions using current inventory.

The Order Fulfillment Worksheet app can recalculate thousands of orders quickly to identify what can be picked today.

Create Warehouse Shipments and Picks Automatically

After identifying available orders, users generate warehouse shipments and picks directly from the worksheet. The app enables shipment merging when multiple orders share the same destination, reducing pick time and freight costs.

The Create Pick window offers filters to group by zone or limit pick lines to fit the warehouse workflow.

When multiple sales orders are selected, users are prompted with a Combine Shipments? dialog. This enables consolidation of shipments into a single warehouse shipment—reducing picking effort, streamlining dispatch, and minimizing freight costs when orders share the same destination and timing.

The Create Pick window enables users to generate picks from the Order Fulfillment Worksheet using a variety of filters and options—including grouping by zone or item, limiting pick lines, skipping zero-quantity lines, and choosing whether to print the pick document. This flexibility ensures the picking process aligns with your warehouse's workflow.

Automate with Scheduled Job Queues

Automation extends beyond manual clicks. By scheduling recurring tasks through Business Central’s Job Queue, the worksheet automatically generates picks and shipments at set intervals. Filters for availability, shipment date, or customer priority ensure only ready orders move forward.

The Order Fulfillment Worksheet Pick Automation setup allows users to schedule automated pick generation using Business Central’s Job Queue. Parameters include filters for due dates, max pick lines, user assignment, sorting method, and whether to print picks. It runs on a schedule with filters applied for document type, availability, and status—perfect for lights-out picking.

Monitor Fulfillment at a Glance

Color-coded statuses within the worksheet help teams quickly identify what’s ready, what’s partial, and what’s waiting on stock. This visibility promotes faster response times and smoother warehouse coordination.

The Order Fulfillment Worksheet provides an instant view into order readiness. Orders are color-coded by availability—highlighting those that are not available, partially available, or ready to fulfill. In this case, only one order (CSO00003) is fully available. Order line details on the right show a stock shortfall of -12 units for Item 1996-S, supporting real-time decision-making in fulfillment planning.

The Result: Smarter, Faster Fulfillment

Automating shipments and picks through the Order Fulfillment Worksheet transforms how warehouse teams work. Supervisors gain real-time visibility, reduce manual effort, and maintain consistent workflows without interruptions. Business Central users move from managing tasks reactively to running fulfillment proactively, streamlined, accurate, and confident.

Learn more at FulfillmentForDynamics.com or contact your Microsoft partner to discover how Order Fulfillment Worksheet enhances your Microsoft Dynamics 365 Business Central environment.

LEARN MORE ABOUT ORDER FULFILLMENT WORKSHEET APP