The most straightforward way to ensure a set of sales orders ship together is to add them all to the same warehouse shipment. From there, Order Fulfillment Worksheet can filter and group by that shared warehouse shipment for visibility while still evaluating each underlying sales order individually for allocation purposes.
Combining Orders Onto One Shipment
When multiple sales orders need to go out together, whether for a single customer receiving several orders at once or for logistical reasons like a shared carrier pickup, selecting those orders and creating the shipment together combines them onto one warehouse shipment. Once combined, that shipment can be filtered and grouped on within the worksheet, giving a single view of everything tied to that shipment even though allocation is still calculated per sales order underneath.
Using Custom Fields for More Flexible Tagging
Beyond warehouse shipment grouping, Business Central sales orders carry a range of fields that are not always visible by default but can be used for filtering and grouping within the worksheet, including price groups and department codes among others. If none of the existing fields fit a specific tagging need, custom fields can also be added to the sales order, and once added, those custom fields can be surfaced within the worksheet’s views as well. This means a company with a specific business reason for grouping orders, such as a shared project code or a specific fulfillment campaign, can build that grouping logic directly into the fields available on the sales order and then filter or sort by it inside the worksheet.
Choosing Between These Approaches
Grouping through the warehouse shipment is the simplest option when the goal is purely to ensure orders physically ship in the same package or pallet together. Using a custom or existing sales order field is a better fit when the grouping need is more about visibility and prioritization within the worksheet itself, for example wanting to see and act on all orders tied to a particular tag as a group before deciding how they should be shipped, even if they ultimately go out as separate shipments.
Views and Filters Make Grouping Reusable
Because the worksheet supports creating and saving multiple views with different sort and filter criteria, any tagging approach chosen, whether by warehouse shipment, existing field, or custom field, can be turned into a reusable view. This means the grouping logic only needs to be set up once, after which anyone working in the worksheet can select that view to see the tagged or grouped orders together going forward.
Related Tools
Order Fulfillment Worksheet provides the filtering, grouping, and view creation capability that makes any of these tagging approaches usable day to day for fulfillment decisions.
In short, warehouse shipment grouping is the simplest way to ensure orders ship together physically, while existing or custom sales order fields combined with worksheet views offer more flexible tagging for prioritization and visibility.