How to Flexibly Configure Order Entry via Boltrics Web Portal 

Order entry is the first point of contact in logistics operations. It sets the tone for everything that follows fulfilment, transport, invoicing, and customer experience. If the entry process is slow, rigid, or confusing, it affects your entire supply chain. 

Yet for many logistics providers, order entry remains a daily struggle. Manual processing, outdated tools, system driven data validation and a stagnant approach leave little room for agility. Customers end up frustrated, and internal teams waste valuable time correcting mistakes or re-entering data. 

So, what’s the solution? 

Give your customers a smart, flexible way to submit and manage their orders. The Boltrics web portal makes this possible by combining ease of use with deep configurability which is all backed by 3PL Dynamics and Microsoft’s powerful Business Central platform. 

Let’s take a closer look at what makes this solution so effective.

What’s Going Wrong with Order Entry Today 

If you’re still dealing with orders via email, spreadsheets, or PDF attachments, you’re not alone. But you’re also not working at full speed.  

Here are a few reasons why: 

1. Input methods are inconsistent 

Some clients use product names, others send SKU codes, and a few still prefer calling in orders. These variations are difficult to standardise without a proper system in place. 

2. Systems are disconnected 

If your customer portal doesn’t speak directly to your warehouse or finance system, data gets stuck in silos. This increases the risk of errors and slows down everything from picking to invoicing. 

3. Service teams are overstretched 

When customers cannot manage their orders independently, they turn to your support team. This creates bottlenecks and reduces the time your team can spend on more strategic tasks. 

4. Portals lack customisation

Your clients have different needs. A standard portal may be too simple for one customer and too complex for another. If users cannot configure the interface to match their workflow, they’re less likely to adopt it. 

Introducing the Boltrics Web Portal 

Boltrics solves these issues by offering a client-friendly portal that connects directly to 3PL Dynamics. It is designed specifically for logistics service providers and tailored for both usability and flexibility. This also ensures data security when exposing end points with third parties – which is covered by 2 factor authentication to access end points for data entry / order entry. 

Flexible order entry configuration

Customers can enter orders the way that works best for them. That includes: 

• Manual entry through a simple form

• Uploading order files in CSV or Excel format

• Using recurring templates for repeat orders

You can create individual entry layouts for each customer. If one client needs five custom fields and another wants a bare-bones form, you can deliver both with configurations and without extra development work. 

Built for self-service 

The portal enables customers to: 

• Create and manage their own orders

• View real-time order status and inventory

• Print labels and download documents

• Make changes before cut-off times

This reduces their dependency on your team and improves their experience instantly. 

Web portal user configuration

You can control access levels for each user. Some may be allowed to place orders, others can only view status updates. The design is flexible enough to match various roles across your customer base, from warehouse teams to finance staff. 

Clean customer portal design for logistics

Unlike general business platforms, the Boltrics interface is designed for logistics users. It speaks their language, follows logistics workflows, and plugs directly into your backend systems. That means what the customer sees aligns perfectly with what your internal team is doing. 

A Real Example: Barcode Scanning Made Smarter 

In a recent update from Boltrics, new scanning capabilities were added to support faster, more accurate order validation. With this feature, warehouse teams can scan a barcode and instantly confirm items, quantities, and order status. 

This bridges the gap between physical inventory and digital orders. It also means fewer errors during picking, packing, and dispatch. 

Why This Matters More Than Ever 

Your clients are used to slick, intuitive digital experiences in their everyday lives. They expect the same ease and clarity when they work with you. If your portal feels outdated or hard to navigate, it reflects poorly on your entire operation. 

Here’s what flexible customer portal order management brings to the table: 

• Faster order turnaround

• Reduced manual effort and errors

• Increased transparency for clients

• Scalable operations as your customer base grows

• Better customer retention through improved service

This is especially important for third-party logistics companies that serve multiple clients with different expectations. A one-size-fits-all model just doesn’t cut it anymore. 

How Microsoft Dynamics 365 and 3pl dynamics Tie It All Together

The Boltrics web portal is integrated by 3PL Dynamics, which runs on Microsoft Dynamics 365 Business Central. That’s where the real magic happens. 

Every order submitted through the portal flows directly into your ERP system. No re-entry. No lag. Just clean, reliable data moving from customer to operations to invoice in one unified flow. 

With Microsoft Dynamics 365 you can: 

• Set up automated workflows using Power Automate

• Trigger emails to customers and key users about order receipt confirmation

• Build dashboards and reports using Power BI

• Add custom business rules to control approvals or alertsIntroduce AI capabilities through Copilot

This tight integration is what makes automated order submission not only possible but efficient. You can build smarter processes, reduce admin, and focus on value-added activities. 

Looking Ahead: Portal Experience as a Competitive Advantage 

Logistics is a competitive field. You may offer great rates and fast delivery, but if your clients struggle with placing or managing orders, it could push them toward someone else. 

The ability to offer a self-service, easy-to-use portal with flexible configuration is a strong differentiator. It shows that you understand your customers’ needs and are willing to invest in tools that make their lives easier. 

And the benefits ripple through your own business too: 

• Fewer errors

• Faster processing 

• Lower support costs 

• Happier teams and customers

It’s not just about order entry. It’s about giving your clients control and giving your team the tools they need to perform better. 

Final Thoughts 

At Mercurius IT, we work with logistics companies across Europe to modernise their operations using Microsoft Dynamics 365 and Boltrics solutions. If you’re looking to streamline your customer interactions, improve order accuracy, and create a more professional experience, the Boltrics web portal is a great place to start.

Let’s have a conversation about how you can transform your customer portal into a real business asset. Our team is ready to support you from configuration to deployment and beyond.

Contact us today to learn more about how flexible, automated, and client-friendly order entry can take your logistics operations to the next level. You can also reach out via mail for more information about the Web Portal Forms feature.