Native Dynamics 365 Business Central Module

Automate Your nbound and Outbound Logistics Inside Business Central.

MetaShip puts outbound delivery and inbound return shipping on the same Sales Quote โ€” with live carrier rates, automatic markup, and zero re-entry when it converts to an order. All inside Business Central.

Trusted carrier integrations
UPS FedEx USPS Purolator DHL
The Problem

Logistics Friction Costs You More Than
You Realise

Managing inbound and outbound logistics across carrier portals, spreadsheets, and your ERP creates the same four problems at every company.

โŒ  Without MetaShip
โœ…  With MetaShip
Outbound logistics quoted blind โ€” shipping costs only visible after Sales Order is confirmed, leaving no room to adjust pricing.
โ†’
Live outbound rates on every Sales Quote โ€” know the exact carrier cost before the customer signs. Quote accurately, every time.
Inbound returns forgotten at quote stage โ€” return shipping for rental items is estimated ad-hoc, causing billing disputes and margin loss.
โ†’
Inbound return estimate on the same quote โ€” generate outbound delivery and inbound return shipping costs in a single unified workflow.
Two separate carrier lookups โ€” reps check UPS, FedEx, and carrier portals individually for each shipment leg, losing 30โ€“40 minutes per quote.
โ†’
Side-by-side comparison for both legs โ€” all carrier rates for outbound and inbound appear inside Business Central in under two minutes.
Charges lost in Quote-to-Order conversion โ€” logistics charges entered on a Sales Quote must be manually re-entered when converting to a Sales Order.
โ†’
All charges carry over automatically โ€” both outbound and inbound shipping lines transfer from the Quote to the Sales Order with zero re-entry.
Core Capabilities

Everything Your Logistics Team
Needs in One Place

Built natively inside Dynamics 365 Business Central โ€” no extra portals, no data re-entry, no disconnected systems.

โ†—๏ธ

Outbound Logistics Estimation

Compare live UPS and FedEx outbound delivery rates directly inside Business Central โ€” with markup applied and charge auto-added to the Sales Quote.

UPS Ground ยท 3โ€“5 days$68.54 โœ“
UPS 2nd Day Air$124.90
FedEx Ground ยท 4โ€“6 days$71.20
OUTBOUND LOGISTICS ยท API RATES
โ†™๏ธ

Inbound Return Shipping Estimation

For rental and return workflows, MetaShip generates inbound return shipping estimates โ€” adding both legs to the same Sales Quote automatically.

Outbound charge applied$75.46 โœ“
Inbound return applied$75.56 โœ“
Total logistics cost$151.02
INBOUND LOGISTICS ยท RENTAL & RETURNS
๐Ÿ“ฆ

Multi-Package Shipment Management

Define multiple packages per shipment with custom dimensions and weights. Rates for all packages are factored into a single consolidated estimate.

PKG 1 ยท 10 lbs ยท 12ร—12ร—12BOX
PKG 2 ยท 15 lbs ยท 12ร—12ร—12BOX
Combined rate (25 lbs)$68.54 โœ“
MULTI-PACKAGE ยท CUSTOM DIMS
๐Ÿท๏ธ

API & Manual Shipment Creation

Once packed, create an API shipment for carriers like UPS and FedEx directly from Business Central โ€” or log a manual shipment with a tracking number for orders shipped outside the system. A consolidated shipping label is generated and available for download instantly.

API Shipment created ยท UPS GroundMSH00029 โœ“
Tracking No.1ZA0R7570399835068
Consolidated labelDownload PDF โ†“
API SHIPMENT ยท MANUAL SHIPMENT ยท LABELS
๐Ÿ”

Automatic Quote-to-Order Carry-Over

When a Sales Quote converts to a Sales Order, every logistics charge line โ€” both outbound and inbound โ€” transfers automatically. No re-entry, no reconciliation, no missing charges at invoice time.

Outbound Shipping Charges$75.46 ยท Carried โœ“
Inbound Shipping Charges$75.56 ยท Carried โœ“
Sales Order SO000184Ready โœ“
ZERO RE-ENTRY ยท FULL AUDIT TRAIL
How It Works

Complete Inbound and Outbound Logistics
in 6 Steps

The full logistics workflow โ€” outbound delivery and inbound returns โ€” entirely inside Dynamics 365 Business Central.

01
Create Sales Quote
02
Add Package Details
03
Outbound Rate Comparison
04
Inbound Rate Comparison
05
Apply Both Charges
06
Convert to Order
Step 01 / 06
Create a Sales Quote

Open a Sales Quote in Business Central. Add the customer, items, and shipping details. For rental orders, enter the Rental Location Code, Rental Invoicing Plan, and Return Location Code at this stage.

  • Select Customer No. and External Document No.
  • Add item lines โ€” sales items or rental items
  • Set Shipping Agent (UPS/FedEx), Method, and Contact Name
  • For rentals: enter Rental Return Date and Return Location Code
Sales Quote ยท SQ000231 ยท Rubrik
Customer No.
C00041 ยท Rubrik
Status
Open
Shipping Agent
UPS
Method
UPS GRND
Rental Return Date
9/5/2025
Return Location
300
Items
Golf Balls ร—10  |  Golf Hats ร—15
Home Menu
Step 02 / 06
Add Package Details

Click Create/Add Manual Packages on the MetaShip Estimate screen. Define package type, dimensions, quantity, and weight for each box in the shipment.

  • Select package type (BX1, BOX, etc.) and quantity
  • Dimensions auto-populate based on package type
  • Enter actual weight per package in lbs
  • Set Shipment Date โ€” supports up to 10 days ahead
EST-00022 ยท Create Package
Package Type
BX1
No. of Packages
2
Dimensions
12 ร— 12 ร— 12 in
Shipment Date
8/8/2025
PKG 1 Weight
10.00 lbs
PKG 2 Weight
15.00 lbs
Total: 25.00 lbs ยท 2 packages
Step 03 / 06
Outbound Rate Comparison

Click Outbound Price Comparison. Live outbound delivery rates from all connected carriers appear instantly โ€” with base price, total price, and expected delivery date side-by-side.

  • Carrier rates fetched live from UPS and FedEx APIs
  • Side-by-side comparison โ€” price and delivery window
  • Select preferred carrier row and click OK
  • Outbound Shipping Charge field auto-populates
Carrier Price Comparison โ€” OUTBOUND ยท EST-00022
UPS
UPS Ground
3โ€“5 days ยท 8/14/2025
$68.54
โœ“
UPS
UPS 2nd Day Air
2 days ยท 8/13/2025
$124.90
FedEx
FedEx Ground
4โ€“6 days ยท 8/15/2025
$71.20
Step 04 / 06
Inbound Return Rate Comparison

For rental and return orders, click Inbound Price Comparison. The same carrier rate comparison runs for the return leg โ€” ensuring the complete inbound logistics cost is visible before the quote is confirmed.

  • Uses the same package configuration as outbound
  • Return leg rates fetched and displayed side-by-side
  • Select preferred inbound carrier and click OK
  • Inbound Shipping Charge field auto-populates
Carrier Price Comparison โ€” INBOUND RETURN ยท EST-00022
UPS
UPS Ground
Return by: 9/10/2025
$68.54
UPS
UPS Ground (Return)
Return by: 9/10/2025
$68.64
โœ“
FedEx
FedEx Ground Return
Return by: 9/12/2025
$70.80
Step 05 / 06
Apply Both Charges Automatically

Click Outbound Shipping Charge โ€” then Inbound Shipping Charge. Each triggers your configured markup, and both charge lines are inserted into the Sales Quote automatically. No manual data entry.

  • Markup applied separately to each direction
  • Both lines inserted as Sales Quote line items
  • Add a comment line to label each charge clearly
  • Total logistics cost visible on the quote before confirmation
Sales Quote ยท SQ000231 โ€” Charges Applied
OUTBOUND SHIPPING CHARGES
$75.46 โœ“
INBOUND SHIPPING CHARGES
$75.56 โœ“
โœ“ Both logistics charges on Sales Quote
Step 06 / 06
Convert to Sales Order

Click Make Order. The Sales Quote converts to a Sales Order and all line items โ€” including both outbound and inbound logistics charges โ€” transfer automatically. Zero re-entry, full audit trail.

  • All item lines carry over from Quote to Order
  • Outbound and inbound charges transfer automatically
  • Sales Order ready for warehouse shipment creation
  • Third-party billing details also carried if configured
Sales Order ยท SO000184 ยท Converted โœ“
Sales Order
SO000184
Status
Open โœ“
Golf Balls ร—10
Carried โœ“
Golf Hats ร—15
Carried โœ“
OUTBOUND
$75.46 ยท Carried โœ“
INBOUND
$75.56 ยท Carried โœ“
Live Demo

See inbound and outbound logistics running live inside Business Central.

We walk through your exact workflow โ€” Sales Quotes, carrier comparison, both charge legs, and shipment creation.

ROI at a Glance

What Changes When Logistics
Lives Inside Your ERP

0%
Less time spent on outbound logistics estimates per quote
0
Shipping legs (outbound + inbound) estimated in one workflow
vs. two separate manual lookups
0%
Logistics charge accuracy from Sales Quote to Sales Order
$0
Data re-entry cost โ€” all charges carry over automatically
every single time
Customer Reviews

What Logistics Teams Are Saying

โ˜…โ˜…โ˜…โ˜…โ˜…

We ship hundreds of orders per month. Before MetaShip, getting an outbound logistics estimate meant leaving Business Central, checking UPS, checking FedEx, then manually entering the rate. Now it’s two clicks and done. The time savings are enormous.

MR
Marcus R.
Head of Logistics ยท Industrial Parts Distributor
โ˜…โ˜…โ˜…โ˜…โ˜…

The inbound return estimation changed everything for our rental business. We now give customers a complete logistics cost at quote time โ€” outbound delivery and inbound return โ€” instead of issuing a revised invoice three weeks later.

PL
Patricia L.
Operations Manager ยท Equipment Rental Company
โ˜…โ˜…โ˜…โ˜…โ˜…

Having both inbound and outbound logistics charges auto-carry from the Sales Quote to the Sales Order has eliminated our biggest reconciliation headache. Our billing team actually has time to do their real work now.

DK
Daniel K.
Finance Director ยท B2B Wholesale Company
FAQ

Common Questions

Outbound logistics refers to estimating and managing the delivery of goods from your warehouse to the customer โ€” MetaShip pulls live carrier rates for this leg and adds the charge to the Sales Quote.

Inbound logistics refers to the return shipment back to your warehouse โ€” typically for rental items โ€” and MetaShip estimates this leg via the Inbound Price Comparison, also adding it as a separate charge line on the quote.

Yes โ€” this is the core use case for rental item workflows. On the MetaShip Estimate screen, you run Outbound Price Comparison first, apply the charge, then run Inbound Price Comparison for the return leg. Both charges are inserted as separate line items on the same Sales Quote automatically.

MetaShip connects directly to UPS and FedEx APIs for live, account-specific rates on both outbound and inbound directions. Additional carriers including USPS and DHL are also supported through the multi-carrier framework configured in your Business Central environment.

Automatically. When you click Make Order, every line on the Sales Quote โ€” including both the outbound and inbound logistics charges โ€” transfers to the Sales Order without any manual re-entry. This eliminates the reconciliation problem that occurs when charge lines are lost in the conversion.

You can define multiple packages per shipment, each with its own package type (BX1, BOX, etc.), custom Lร—Wร—H dimensions, and individual weight in lbs. All packages are factored into the carrier rate comparison together, producing a consolidated estimate for the full shipment โ€” for both outbound and inbound legs.

Yes. On the Sales Order, enable the Third Party Shipping toggle and enter your Billing Type, Billing Account Number, Billing Account Address Country Code, and Postal Code. These details are passed directly to the carrier when the shipment is created via the API shipment workflow.
Get Started

One platform for your complete inbound and outbound logistics.

Book a demo and see MetaShip handle both delivery and return shipping inside Business Central โ€” with your carrier accounts, your markups, your workflow.

Native BC integration Outbound & inbound in one workflow Auto markup & quote lines UPS & FedEx API connected
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