About BEYOND Carts
About this Extension
BEYOND Carts is an extension for Microsoft Dynamics 365 Business Central.
It was developed by:
BEYONDIT GmbH
Schauenburgerstraße 116
24118 Kiel
Germany
moin@beyondit.gmbh
+49 431 3630 3700
BEYOND Carts adds carts to your Business Central.
Users can create a cart within their Microsoft 365 Business Central account. This cart serves as a temporary repository for selected items. The carts are intended for ordering goods, consumables and the like within the company for employees who have access to a BC application at their workplace but cannot or should not initiate external purchase processes. Item stock can be replenished without a specific order. Within the system, users can search for items to add to their cart. Users can search for items to add to their cart. Users have the ability to adjust quantities and remove items from the cart as needed to ensure accurate purchase order planning.
Multiple carts can be managed simultaneously, allowing users to separate items for different users or vendors. Integration with purchase orders: When you're ready, you can seamlessly convert cart contents into purchase orders to replenish item stock. This step ensures that the correct items and quantities are ordered for the warehouse. During the import function, all carts that could be relevant for a purchase order (for stock) are displayed. It is possible to filter by supplier in advance. It is also possible to mark items as “Recurring” so that they are not removed from the cart after an import. These items can be used multiple times in further orders.
Beyond Carts enables you to realize and optimize many processes in your company where items and their quantities are combined in purchase documents. Several uses and how you can benefit from Beyond Carts are explained below:
Purchase
In the Purchasing area, you can use Beyond Carts to enable buyers to use one or more carts to replenish low stock levels and record the required item quantities. The carts serve as a central collection point for item lines, which can then be transferred — sorted by vendor — into purchasing documents (purchase quotes and purchase orders) using a dedicated function. This allows buyers to be decoupled from the actual purchasing process handled through purchasing documents.
Within the purchase order, the responsible person can retrieve one or more item lines from the carts for the relevant vendor.
For more information, see the section Create Purchase Documents with Carts.
Sales
If sellers notice a low stock level of an item in sales documents, they can add this item to a cart in a desired quantity. This avoids the need for demand-oriented communication between sellers and buyers and simplifies the process from purchasing to selling items. The procedure for adding items to carts is described in the chapter Add Items to Cart.
Warehouse & Logistics
Warehouse employees can place items in carts when stock levels are low. The cart can serve as a template for purchase orders (e.g. for consumables or frequently purchased items). The configuration of carts is described in the chapter Create Cart.
The latest version of this documentation can be found at the following link: BEYOND Carts Documentation.
Note
Dependencies on or to other apps
No dependent applications are required to use BEYOND Carts, i.e. you do not need to install any additional applications.
| Version | Date | Author | Comment |
|---|---|---|---|
| 1.0 | 20.11.2023 | Jannic Weidel | Initial Version of the Documentation |
| Access | public |