Getting Started
App Installation and Prerequisites
System Requirements
- Microsoft Dynamics 365 Business Central (all supported editions)
- User permissions for app installation from AppSource
- Basic understanding of sales and purchase document workflows
Installation Steps
- Navigate to Extension Management in Dynamics 365 Business Central
- Search for “Shipping Fees by Bricklead” in AppSource
- Select Install and accept the terms and conditions
- Wait for installation completion (typically 2-3 minutes)
- Refresh your browser to see new menu items
Initial Setup Requirements
- Active customer and vendor records
- Configured shipping agents and services (if using agent-specific fees)
- General ledger accounts for fee posting
- Item charges setup (if using item charge method)
First Steps with Shipping Fees
Navigation Overview
After installation, access the Shipping Fees features through:
Using Search (Alt+Q):
- “Shipping Fees” - Main configuration
- “Customer Shipping Fees” - Customer assignments
- “Vendor Shipping Fees” - Vendor assignments
Main Menu Navigation: The app adds actions to existing sales and purchase documents rather than creating new menu sections.
Key Pages and Their Purpose
| Page | Purpose |
|---|---|
| Shipping Fees | Define fee codes and calculation rules |
| Shipping Fee Card | Configure detailed fee lines and tariffs |
| Customer Shipping Fees | Assign fees to specific customers and ship-to addresses |
| Vendor Shipping Fees | Configure vendor-related shipping fees |