How to Create Status Templates and Sequences in Boltrics 3PL & Business Central

Managing warehouse processes efficiently requires more than just tracking inventory—it requires clear, structured workflows that guide users through every stage of a receipt, shipment, or warehouse operation. In this video, we walk through how to create and manage status templates and status sequences in Boltrics 3PL, built on Microsoft Dynamics 365 Business Central.

Understanding status templates in Boltrics 3PL

Boltrics 3PL extends Business Central with logistics-specific workflow functionality that allows 3PL providers to define how warehouse documents move through operational processes. Using status templates, organizations can create configurable process flows that control the lifecycle of receipts, shipments, and other warehouse activities.

How status sequences control warehouse workflows

In this walkthrough, Daniel Feltham-Lauzon from ArcherPoint by Cherry Bekaert demonstrates how status templates and sequences help users track warehouse progress through statuses such as New, Confirmed, Arrived, Unloaded, In Progress, Received, and Services. The video also explains how warehouse teams can use status logs to review document history and understand how previous and next status logic controls workflow movement.

Configuring warehouse process flows in Boltrics WMS

The session covers several important configuration options in Boltrics WMS, including:

• Setting up receipt status sequences
• Configuring editable and non-editable statuses
• Using delete-blocked statuses and status security
• Allowing posting and invoice run settings
• Logging status changes for warehouse traceability
• Testing how a receipt moves through the full status flow

Together, these tools help 3PL providers standardize warehouse operations, improve process visibility, and maintain better control over execution within a 3PL ERP software system.

If you’re evaluating Boltrics 3PL or looking to better understand how workflow automation and warehouse process control work within Business Central, this overview provides practical insight into configuring operational status flows for real-world logistics environments.

Watch the video below to learn how status templates and sequences work in Boltrics 3PL.

Interested in learning more about logistics technology and 3PL best practices? Explore additional insights on our blog by browsing posts tagged with Logistics.

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