Customer Monitor

Customer Monitor is an extension for Microsoft Dynamics 365 Business Central that provides a clear, centralized overview of customer sales orders. It helps sales, customer service, and planning teams monitor order status and delivery progress from a single page.

Key capabilities:

• Dedicated Customer Monitor page accessible from the global search

• Flexible filters by Bill-to/Sell-to Customer, Country, Ship-to Address, Order No., Your Reference

• Item and logistics filters by Item No., Variant, Location, Item-only lines, completed / not completed orders

• Date filters by Order Date and Shipping Date, with support for ranges and Business Central date formulas

• Agent filters by Agent Code and Assigned User ID

Order overview:

• Tabular view of sales order lines with document, customer, billing, item, quantity, and shipment information

• Visualization of shipment in preparation and related warehouse shipment numbers

• Fulfillability Status calculation (e.g. fillable, partial, future, not fulfillable, fully shipped), based on stock and incoming supply

• Direct access to sales orders, shipments, invoices, item cards, and customer cards

Operational tools:

• Recalculate data based on selected filters

• Calculate Fulfillment Status for all or selected rows

• Split a line into shipped vs outstanding quantities

• Update shipping and delivery dates (shipping date, requested, promised, planned) from a single dialog

Customer Monitor is designed to simplify day-to-day control of sales orders and support more efficient order fulfillment and customer management within Business Central.

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central

Supported Countries:

All countries where Microsoft Dynamis 365 Business Central is available.

Supported Languages:

EN, IT