June 29, 2026

How to Create Status Templates and Steps in Boltrics 3PL for Business Central

For 3PL providers, warehouse operations often depend on more than just moving inventory. Teams also need consistent processes for documenting exceptions, completing required tasks, and triggering operational workflows.

Boltrics 3PL Software System for Microsoft Dynamics 365 Business Central includes Status Templates and Status Steps that help standardize warehouse processes while supporting automation and accountability.

In this walkthrough, Daniel Feltham-Lauzon demonstrates how status steps work within Boltrics, how they can be used as checklist items during warehouse operations, and how they can trigger automated actions such as overage, shortage, and damage notifications.

What are status steps in Boltrics?

Status steps are configurable actions that support warehouse workflows as documents progress through various statuses.

A status step can serve as:

• A required checklist item
• A trigger for automated processes
• A method for documenting completed tasks
• A control point within a warehouse workflow

Because status steps are tied to status templates and status processes, organizations can create standardized procedures that help ensure critical tasks are completed consistently.

Understanding status templates and status processes

Boltrics uses status templates to define the progression of documents through operational workflows.

Within each status, administrators can assign one or more status steps that users must complete or acknowledge as part of the process.

For example, when a receipt reaches a Received status, warehouse personnel may be required to:

• Verify quantities
• Check for damages
• Document exceptions
• Send customer notifications

This structure helps create repeatable operational procedures across warehouse teams.

Using status steps as checklist tasks

One of the simplest uses for status steps is as a digital checklist.

Rather than relying on memory or paper-based procedures, warehouse users can complete designated tasks directly within the system.

Examples might include:

• Inspecting inbound freight for damage
• Verifying pallet labels
• Confirming packaging requirements
• Reviewing customer-specific receiving instructions

These checklist-style steps improve process consistency while creating an auditable record of completed actions.

Automating warehouse notifications

Status steps can also trigger automated workflows.

In the video, Daniel demonstrates how a status step can generate an OSD (Overage, Shortage, and Damage) email.

Using configured templates, Boltrics can:

• Pull information from warehouse receiving documents
• Populate email content automatically
• Notify customers or stakeholders about receiving exceptions
• Reduce manual communication effort

This capability helps warehouse teams respond more quickly when discrepancies occur during receiving.

Tracking activity through the status log

Every completed status step is recorded within the status log.

The log provides visibility into:

• Which steps were completed
• When they were completed
• Which user performed the action
• The overall progression of the workflow

This creates accountability while providing supervisors and administrators with a clear audit trail of warehouse activities.

Associating functions with status steps

A single status step can perform multiple actions.

Administrators can associate functions that:

• Trigger notifications
• Update workflow statuses
• Launch automated processes
• Support exception handling procedures

Because multiple automations can be linked to a single step, organizations can streamline complex workflows without requiring additional manual intervention.

Creating a new status step

The video also walks through the process of creating a new step from scratch.

This includes:

1. Creating a new step code
2. Defining the step description
3. Assigning functions and automations
4. Associating the step with a status
5. Initializing the step on existing documents
6. Testing the workflow

Daniel demonstrates this process by creating a Check Damages step and adding it to the Received status.

This provides a practical example of how warehouse teams can extend existing workflows to support operational requirements.

Status changes versus step-triggered automations

An important distinction in Boltrics is the difference between status changes and status step actions.

A status change controls where a document sits within a workflow.

A status step controls what happens within that status.

This separation provides flexibility by allowing organizations to:

• Maintain consistent workflow structures
• Add new operational requirements
• Introduce automation without redesigning status processes
• Adapt workflows to customer-specific needs

As warehouse operations evolve, this flexibility can significantly reduce administrative effort.

Bringing it all together

Status templates and status steps are powerful tools for managing warehouse workflows in Boltrics 3PL Software System.

By combining checklist tasks, workflow controls, automated notifications, and audit logging, organizations can create more structured and repeatable warehouse processes.

For 3PL providers and warehouse operators using Microsoft Dynamics 365 Business Central, status steps offer a practical way to improve process control, support compliance requirements, and automate critical operational tasks without adding unnecessary complexity

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