Mission control

Order Management Automation for Distributors

Scale your distribution without adding headcount. Mission Control automates your order lifecycle with intelligent workflows that protect margins and provide real-time order visibility, no custom code required.

“One business rule in SalesPad saves me seven figures a year.”

Krowne brand logo from Cavallo customer case study and testimonial.

Kyle Forman

President, Krowne

Workflow that just works

Bridging the gap between standard Business Central and your unique distribution process

Process complexity is the primary reason distributors struggle to scale with Business Central. When unique business rules don’t align with standard, fixed workflows, institutional knowledge and manual workarounds become the only way to get orders out the door—leaving both profit and productivity on the table. Mission Control gives you the flexibility to adapt your processes in real-time, eliminating the need for expensive custom code and the margin-eroding frustration of toggling between multiple screens to track a single order. By removing this operational friction, you protect your bottom line and solve the critical fulfillment challenges that typically stall your growth.

Mission Control gives you the flexibility to adapt your processes in real-time, eliminating the need for expensive custom code and the margin-eroding frustration of toggling between multiple screens to track a single order. By removing this operational friction, you protect your bottom line and solve the critical fulfillment challenges that typically stall your growth.

Operational inefficiency can carry a substantial cost. According to Crebos, in 2025, the single biggest source of lost profit in mid-sized and enterprise companies isn’t competition, innovation, or even market conditions — it’s inefficiency.

The Crebos Global Trend Report states 20%–30% of operational expenditure is lost each year to rework, miscommunication, repetitive tasks, fragmented systems, friction, and misaligned processes. Across industries, this amounts to trillions in unrealized value, or roughly $250,000–$600,000 per mid-sized company annually, according to Crebos.

For distributors, reducing these sources of friction starts with creating a more consistent order management process that moves work forward without requiring employees to manually coordinate every step.

Source: Weber, M. A. (2025, November 21). The True Cost of Operational Inefficiency. Crebos Global Trend Report.

Costly Customizations

Over 75% of cloud ERP implementations require customizations that lead to support contracts, retraining, and upgrade delays. A single custom automated flow can cost $15,000 annually to build and maintain. 

Hidden Bottlenecks

Standard Business Central tells you if an order is “open,” but it doesn’t show you the friction points slowing your cash cycle. These visibility gaps force your team into manual followups and toggling multiple screens to find answers, driving up the cost to serve for every order. 

Margin Leaks

Relying on month-end reviews to catch unprofitable orders is a reactive strategy that leaves profit on the table. 

Acceleration of order processing through fewer manual touchpoints.

%

Faster approvals with automated conditional routing.

%

Improvement in revenue per employee.

workflow control for distributors

Take control of the order-to-cash cycle

An order rarely belongs to just one department. It may begin with sales or customer service, move through credit and inventory management, require purchasing or warehouse action, and eventually reach finance for invoicing and payment. Every handoff creates another point where employees may need to determine what should happen next.

When those decisions depend on manual processes, employees spend valuable time reviewing orders, sending messages, checking inventory, requesting approvals, and following up with other departments. Mission Control turns those handoffs into a coordinated order management process within Business Central.

Routine transactions can progress according to predefined rules, while exceptions are directed to the employee or team equipped to make a decision. Business Central remains the system recording the transaction, while Mission Control, the cornerstone of the SalesPad for BC product suite, controls how that transaction progresses through the distributor’s workflow.

The result is an orchestration layer that connects order entry with fulfillment, invoicing, and payment. Rather than asking employees to manually push every order forward, automation handles repeatable steps and directs human attention toward the transactions that actually require it.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Better, Faster, & Easier

How distributors can control order management in three steps

Step 1

Map your unique workflow (without custom code)

Design your order journey using a no-code, drag-and-drop builder. While native Business Central struggles with complex distribution processes, Mission Control lets you build tailored lifecycles for quotes, orders, invoices, and returns. Build routing logic driven by your specific business rules, all perfectly configured to fit how your business operates.

Step 2

Automate manual tasks and enforce compliance

Eliminate the manual work that slows down your sales cycle. Mission Control handles task execution automatically—from reserving inventory and generating backorder POs to capturing payments—the moment an order meets your defined rules. Acting as an automated guardrail, it flags low-margin or non-compliant orders for review, protecting profits while removing manual bottlenecks.

Step 3

Gain complete visibility from quote to cash

Eliminate the blind spots between sales, the warehouse, and customer service. Mission Control provides end-to-end visibility across every stage, from quote and pick-pack-ship to reverse logistics and returns. Track documents across custom queues and access full order chains in a single click. Live margin visibility at the line, document, and queue levels protects your profitability, while a complete audit log captures exactly who moved an order, what they did, and why.

Guide every  order forward

Order management automation for distributors

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central

Order management automation uses business rules, workflow logic, and automatic actions to manage repeatable activities throughout the order lifecycle. For distributors, that can mean automatically determining where an order should go, which actions should occur, and whether an employee needs to intervene.

Mission Control lets distributors build these decisions into the order management process. Margin, credit status, inventory availability, ship dates, order value, customer information, and other criteria can determine the path a document follows. When defined conditions are met, automation can initiate actions such as generating a purchase order, reserving inventory, sending a notification, or advancing the document to another queue. 

This approach can also simplify purchasing. For example, when an order contains backordered quantities, Mission Control can route it into the appropriate workflow and automate purchase-order generation while reserving available inventory. Drop ship items can trigger vendor purchase orders directly from the sales order. 

Automation doesn’t remove employees from important decisions. It removes repetitive review from transactions that already meet established requirements. Employees remain involved when an order falls outside those requirements and needs judgment, approval, or corrective action.

Focus attention where it matters

Manage orders by exception, not by manual review

Not every order deserves the same amount of employee attention. A routine order that satisfies margin, credit, inventory, and fulfillment requirements can continue through a predefined workflow. An exception should receive attention because something about the transaction requires a decision.

Mission Control can route exceptions to the appropriate queue or employee based on the distributor’s business rules. Examples can include orders below margin thresholds, credit holds, high-value transactions, backordered products, priority inventory requirements, returns requiring review, or orders that have remained in one workflow stage longer than expected.

This exception-based approach changes the role of the employee from checking every order to addressing the orders that need expertise. It can reduce unnecessary order checking while helping teams focus on the transactions most likely to affect fulfillment, customer service, cash flow, or profitability.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Where it fits

Six distribution scenarios where standard Business Central falls short (and how to solve them)

Translate complex business logic into automated results. By moving beyond the limitations of standard Business Central workflows, you can solve these six common operational friction points, reducing manual overhead while increasing fulfillment accuracy.

Automated backorder management

Eliminate the manual search for available stock. Mission Control automatically routes orders to specialized backorder queues the moment inventory is unavailable, ensuring they are staged and ready for fulfillment the second stock arrives.

Drop ship orchestration

Stop manually identifying vendor-direct orders. The system instantly identifies drop ship items and autogenerates matching purchase orders directly from the sales order, allowing your team to bypass requisition worksheets and eliminate manual data entry.

Priority inventory reservations

Prevent stockouts for your most important accounts. Automatically allocate and lock down inventory at the moment of order entry to ensure high-priority customers always receive their shipments on time, regardless of overall stock levels.

Advanced validations & approvals

Replace manual oversight with automated guardrails. Set precise rules for credit holds, margin thresholds, or technical reviews that stop non-compliant orders and route them to the right manager for immediate action.

Integrated payment automation

Stop wasting warehouse labor on declined credit cards. Mission Control automatically authorizes credit cards upfront and captures the final payment upon shipment. Combined with automated paylinks and prepayment invoices, this guarantees funds are validated before your team ever picks or packs an order.

Automated printing & email routing

Eliminate the bottleneck of manual printing and paperwork delays. Pair Mission Control with Smart Printing to route documents and communications completely unattended. Simply define your workflow milestones—like releasing an order or posting a shipment—to automatically trigger pick tickets, packing slips, invoices, and customer email notifications, sending them instantly to the right warehouse printers and customer inboxes.

Build guardrails into every order

Protect margin before an order moves forward

Margin visibility is most valuable when a distributor can act on it before an order progresses. Reviewing profitability after an order is completed may identify what went wrong, but operational margin control helps determine what happens while the transaction is still active.

Mission Control can incorporate predefined margin requirements directly into the workflow. Low-margin lines, unexpected costs, unauthorized price changes, or orders falling below established gross-margin thresholds can trigger an exception. Mission Control can then hold the affected document and route it for review before it advances.

Profit Scan™ can further support this process by providing real-time margin targets that Mission Control can use within workflow logic. Profit Scan identifies margin risk, while Mission Control uses that information to determine whether an order should continue or be intercepted for review. This connects profitability information with action at the point where employees can still influence the outcome.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Interactive Tour

Experience Mission Control in action

Ready to see how easy it is to automate your workflows? Step inside our interactive product tour and discover how Mission Control eliminates manual touchpoints and protects your margins in real time.

Operational visibility

See where orders are stalling and why

Automation is only part of an effective order management process. Teams also need visibility into the work that hasn’t moved forward. Mission Control helps employees see where an order currently sits, how long it has remained there, and what needs to happen next.

Workflow queues can show which transactions require attention and help teams prioritize their work. Employees can identify whether profitability, credit, inventory management, or another process condition is preventing an order from advancing. Activity and document history provide additional context, while ownership of the next action becomes clearer across departments.

Instead of opening individual documents simply to determine their status, employees can use operational visibility to focus on bottlenecks and exceptions. That makes order data more actionable and helps prevent stalled transactions from becoming hidden inside manual processes.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Supercharge business central

Purpose-built functionality for modern distribution

Mission Control extends Business Central’s core capabilities to eliminate manual bottlenecks and protect your margins.

Business Central
Sales & Service
Mission Control
SalesPad for BC
Workflow Design
Map, enforce, and evolve unique business processes without developers or custom code.
Workflow Design
Map, enforce, and evolve unique business processes without developers or custom code.
Workflow Design
Map, enforce, and evolve unique business processes without developers or custom code.
No-Code Workflow Builder
None
Visual Workflow Display
None
Smart Conditional Routing
Automatically route documents through alternate paths based on margins, dimensions, customer data, or document values.
None
Workflows by Document Type
Design purpose-built workflows specifically for quotes, orders, invoices, and returns.
One size fits all
Automation
Eliminate manual tasks and accelerate fulfillment by automatically executing actions and advancing documents.
Automation
Eliminate manual tasks and accelerate fulfillment by automatically executing actions and advancing documents.
Automation
Eliminate manual tasks and accelerate fulfillment by automatically executing actions and advancing documents.
Triggered Workflow Actions
Automatically execute tasks—like PO generation, inventory reservation, and email alerts—the instant a document meets your criteria.
None
Timer-Based Automatic Actions
Continuously evaluate system conditions to automatically advance documents the moment criteria are met, without human intervention.
None
Bulk Actions
Execute batch operations across multiple documents simultaneously to drastically reduce manual effort.
Limited
Payment Automation
Automatically authorize, capture, or trigger PayFabric paylinks at any stage of your workflow.
Manual
Business Rules & Compliance
Guarantee every order is compliant and profitable with automated guardrails and strict audit trails.
Business Rules & Compliance
Guarantee every order is compliant and profitable with automated guardrails and strict audit trails.
Business Rules & Compliance
Guarantee every order is compliant and profitable with automated guardrails and strict audit trails.
Business Rule Engine
Automatically evaluate and flag risky orders—like low margins or credit holds—for manager review.
None
Approval Notifications
Trigger automated, contextual email alerts the instant business rules are broken, approved, or rejected.
Basic—no context provided
Activity Logs
Maintain a transparent, unalterable history of exactly what action occurred, when, and by whom.
Limited
Real-Time Order Visibility
Know exactly where every order is, what needs attention, and why, without opening a single document.
Real-Time Order Visibility
Know exactly where every order is, what needs attention, and why, without opening a single document.
Real-Time Order Visibility
Know exactly where every order is, what needs attention, and why, without opening a single document.
Custom Document Statuses
Track every step of the order journey with event-based statuses that go far beyond Business Central’s generic “open” and “released” labels.
Limited
Mission Control Dashboard
View workflow queues, resolve bottlenecks, and assess operational margins at a glance from a single, real-time dashboard.
None
Related Document Linking
Access the full document chain—POs, picks, ships, and invoices—with one click directly from the sales document.
None
Real-Time Margin Visibility
Assess profitability instantly using real-time margin metrics at the line, document, and queue levels.
One size fits all
Order Fulfillment
Streamline your supply chain with automated purchasing, intelligent reservations, and hands-free dropship logic.
Order Fulfillment
Streamline your supply chain with automated purchasing, intelligent reservations, and hands-free dropship logic.
Order Fulfillment
Streamline your supply chain with automated purchasing, intelligent reservations, and hands-free dropship logic.
Automated Backorder Workflows
Generate POs automatically for backordered quantities while seamlessly reserving in-stock inventory to the sales line.
Manual
Reservation Management
Integrate inventory reservations into your automated workflow to reduce clicks and prevent premature allocation.
None
Drop Ship Automation
Automatically generate vendor POs for drop ship items and cleanly link them back to the original sales line.
Manual
Customization & Extensibility
Mold the ERP to your exact operational needs by instantly creating custom fields and leveraging data from other third-party extensions.
Customization & Extensibility
Mold the ERP to your exact operational needs by instantly creating custom fields and leveraging data from other third-party extensions.
Customization & Extensibility
Mold the ERP to your exact operational needs by instantly creating custom fields and leveraging data from other third-party extensions.
Custom Field Creation
Instantly create and publish new fields to Business Central without writing a single line of code.
Requires development work
Integrated Fields
Integrate fields from other third-party extensions (like Avalara) to automatically trigger workflow logic and business rules.
None
Field Value Inheritance
Automatically flow custom data from the customer card to the document header and line items to eliminate repetitive data entry.
None
Supercharge business central

Purpose-built functionality for modern distribution

Mission Control extends Business Central’s core capabilities to eliminate manual bottlenecks and protect your margins.

Business Central
Sales & Service
Mission Control
SalesPad for BC
Workflow Design
Map, enforce, and evolve unique business processes without developers or custom code.
Workflow Design
Map, enforce, and evolve unique business processes without developers or custom code.
Workflow Design
Map, enforce, and evolve unique business processes without developers or custom code.
No-Code Workflow Builder
None
Visual Workflow Display
None
Smart Conditional Routing
Automatically route documents through alternate paths based on margins, dimensions, customer data, or document values.
None
Workflows by Document Type
Design purpose-built workflows specifically for quotes, orders, invoices, and returns.
One size fits all
Automation
Eliminate manual tasks and accelerate fulfillment by automatically executing actions and advancing documents.
Automation
Eliminate manual tasks and accelerate fulfillment by automatically executing actions and advancing documents.
Automation
Eliminate manual tasks and accelerate fulfillment by automatically executing actions and advancing documents.
Triggered Workflow Actions
Automatically execute tasks—like PO generation, inventory reservation, and email alerts—the instant a document meets your criteria.
None
Timer-Based Automatic Actions
Continuously evaluate system conditions to automatically advance documents the moment criteria are met, without human intervention.
None
Bulk Actions
Execute batch operations across multiple documents simultaneously to drastically reduce manual effort.
Limited
Payment Automation
Automatically authorize, capture, or trigger PayFabric paylinks at any stage of your workflow.
Manual
Business Rules & Compliance
Guarantee every order is compliant and profitable with automated guardrails and strict audit trails.
Business Rules & Compliance
Guarantee every order is compliant and profitable with automated guardrails and strict audit trails.
Business Rules & Compliance
Guarantee every order is compliant and profitable with automated guardrails and strict audit trails.
Business Rule Engine
Automatically evaluate and flag risky orders—like low margins or credit holds—for manager review.
None
Approval Notifications
Trigger automated, contextual email alerts the instant business rules are broken, approved, or rejected.
Basic—no context provided
Activity Logs
Maintain a transparent, unalterable history of exactly what action occurred, when, and by whom.
Limited
Real-Time Order Visibility
Know exactly where every order is, what needs attention, and why, without opening a single document.
Real-Time Order Visibility
Know exactly where every order is, what needs attention, and why, without opening a single document.
Real-Time Order Visibility
Know exactly where every order is, what needs attention, and why, without opening a single document.
Custom Document Statuses
Track every step of the order journey with event-based statuses that go far beyond Business Central’s generic “open” and “released” labels.
Limited
Mission Control Dashboard
View workflow queues, resolve bottlenecks, and assess operational margins at a glance from a single, real-time dashboard.
None
Related Document Linking
Access the full document chain—POs, picks, ships, and invoices—with one click directly from the sales document.
None
Real-Time Margin Visibility
Assess profitability instantly using real-time margin metrics at the line, document, and queue levels.
One size fits all
Order Fulfillment
Streamline your supply chain with automated purchasing, intelligent reservations, and hands-free dropship logic.
Order Fulfillment
Streamline your supply chain with automated purchasing, intelligent reservations, and hands-free dropship logic.
Order Fulfillment
Streamline your supply chain with automated purchasing, intelligent reservations, and hands-free dropship logic.
Automated Backorder Workflows
Generate POs automatically for backordered quantities while seamlessly reserving in-stock inventory to the sales line.
Manual
Reservation Management
Integrate inventory reservations into your automated workflow to reduce clicks and prevent premature allocation.
None
Drop Ship Automation
Automatically generate vendor POs for drop ship items and cleanly link them back to the original sales line.
Manual
Customization & Extensibility
Mold the ERP to your exact operational needs by instantly creating custom fields and leveraging data from other third-party extensions.
Customization & Extensibility
Mold the ERP to your exact operational needs by instantly creating custom fields and leveraging data from other third-party extensions.
Customization & Extensibility
Mold the ERP to your exact operational needs by instantly creating custom fields and leveraging data from other third-party extensions.
Custom Field Creation
Instantly create and publish new fields to Business Central without writing a single line of code.
Requires dev work
Integrated Fields
Integrate fields from other third-party extensions (like Avalara) to automatically trigger workflow logic and business rules.
None
Field Value Inheritance
Automatically flow custom data from the customer card to the document header and line items to eliminate repetitive data entry.
None
Operational visibility

Connect sales, purchasing, fulfillment, and finance

The order-to-cash cycle depends on multiple teams executing the right action at the right time. Sales needs accurate information when entering an order. Purchasing may need to respond to unavailable inventory. Warehouse teams need to know when an order is ready to fulfill. Finance needs visibility into approvals, invoicing, and payment.

Mission Control connects these activities through consistent workflow expectations. When requirements are satisfied, transactions can advance automatically. When something requires human judgment, the exception can be directed to the appropriate team.

This reduces dependence on employees manually determining the next step and helps establish a more consistent order management process across departments. As a result, automation becomes a way to coordinate the complete order lifecycle, not simply automate isolated tasks.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Customer Success Story

Krowne

Krowne, a leader in stainless steel manufacturing, moved from a click-heavy, manual process to intelligent automation with Cavallo. By building their specific business rules directly into automated workflows, Krowne moved away from a manual, high-touch process. This took the guesswork out of their distribution, allowing orders to move through the system correctly and consistently every time. The result? A 60% reduction in order touchpoints and customer service resolution times slashed from five minutes to two.

“One business rule in SalesPad saves me seven figures a year.”

Kyle Forman, President at Krowne

Better together

The SalesPad for BC product suite

Mission Control™ is the cornerstone of the SalesPad for BC product suite, providing the workflow intelligence needed to scale without adding headcount. Add to that the power of Profit Scan™, Customer IQ™, and integrated credit card processing with PayFabric by Global Payments, and you replace manual workarounds with a high-velocity sales cycle that automatically protects margins, prioritizes your best customers, and accelerates cash flow.

Order Workflow Intelligence

Command your sales and service document management with no-code workflows, process automation, and real-time order visibility that streamlines fulfillment and enforces process controls.

Automated pricing logic

Take complete control over your calculation logic. Execute complex customer agreements, specialized cost-plus rules, and targeted exceptions directly at the sales desk without manual calculations.

Learn More  

Automated document & email routing

Pair Mission Control with Smart Printing to automate both document printing and email notifications at defined workflow milestones. Orchestrate your paperwork flow by routing invoices, pick instructions, labels, and related communications according to the unique rules and fields of each transaction.

Learn More  

All withinbusiness central

Real-Time Margin Protection

Protect your bottom line with real-time margin scanning that detects financial risk and flags low-margin or non-compliant orders before they are processed.

Learn More  

AI-Powered Customer Insights

Transform customer data into actionable strategy.  Customer IQ™ provides customer profitability and predictive health information that Mission Control can use as data within workflow rules. This allows distributors to incorporate customer intelligence into operational decisions, including prioritizing important accounts or directing transactions into specialized workflows.

Learn More  

Integrate essential data

Custom Fields is a powerful tool that allows users to quickly and easily create custom fields. Users can pull in data from third-party applications natively within Business Central.

Learn More  

Mission control + Advanced Pricing

Enforce automated margin guardrails

Take total control over your sales floor. Pairing your active workflows with an automated pricing engine allows Advanced Pricing to provide the pricing logic while Mission Control applies the workflow control. When a line falls below a defined gross-margin floor, Mission Control can hold the document and route it to the appropriate manager approval queue before the order moves forward.

Explore Advanced Pricing  

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Mission Control + Smart Printing

Achieve hands-off fulfillment

Let your workflows handle the paperwork. Mission Control automatically triggers Smart Printing to fire off complete document packs, from pick tickets to invoices, the second an order hits a workflow milestone. Smart Printing can also support automated email notifications, allowing workflow events to trigger both physical documents and electronic communications as part of the same process.

Explore Smart Printing  

Mission control + profit scan

Protect bottom line revenue

Stop unprofitable orders before they reach the warehouse by uniting your business rules and process with your profit guardrails. While Profit Scan acts as your real-time source of truth for margin targets, Mission Control automatically reads those statuses to intercept and flag low-margin orders for review. This ensures that every automated workflow is governed by your actual profitability, not just generic price lists.

Explore Profit Scan  

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Mission Control + Customer IQ

Transform customer data into actionable strategy

Customer IQ provides the customer profitability and predictive health data, while Mission Control can use that information within workflow logic. Connect customer insights directly to your fulfillment strategy by embedding AI-driven behavioral data into your order logic. 

Leverage both historical profitability and AI-driven predictive health scores from Customer IQ to drive unique routing within Mission Control. This allows you to automatically prioritize fulfillment for your most valuable accounts while triggering specialized workflows to save customers at risk of churn.

Explore Customer IQ  

Mission Control + PayFabric

Accelerate cash flow with automated payments

Eliminate manual payments by embedding native payment processing directly into your order lifecycle. This integration allows you to automatically authorize, capture, or email secure payment links via PayFabric the moment an order hits a specific workflow milestone. By removing the manual friction between finance and fulfillment, you ensure that orders move to the warehouse only after payment is secured.

Explore PayFabric  

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Mission control + Custom Fields

Turn specialized data into workflow action

Custom Fields is a powerful tool that allows users to quickly and easily create custom fields. Users can pull in data from third-party applications natively within Business Central.

Explore Custom Fields  

Customer Success Story

Scale distribution operations without scaling manual work

As distributors grow, order volume isn’t the only source of complexity. Product catalogs expand, customer requirements become more specialized, additional locations may participate in fulfillment, and more employees become involved in the order management process. The number of exceptions can increase along with the number of transactions.

Without automation, repetitive administrative work can grow alongside that complexity. Employees may spend more time checking order status, coordinating handoffs, reviewing routine transactions, and deciding where documents should go next.

Order management automation helps limit how much of that repetitive work grows with transaction volume. Mission Control provides a consistent framework for applying workflow rules across quotes, orders, invoices, and returns. Routine work can progress automatically, while exceptions are surfaced for employees.

That doesn’t mean automation eliminates the need for people as a distributor grows. It means employees can spend less time on repeatable manual processes and more time handling exceptions, serving customers, and making operational decisions that require experience and judgment.

FAQ

What is Order Management Automation?

Order management automation is the use of business rules, workflow logic, and automatic actions to manage repeatable steps throughout the order lifecycle. In distribution, automation can route documents, initiate approvals, reserve inventory, generate purchase orders, send notifications, and advance orders when predefined conditions are satisfied. Mission Control brings these capabilities into Business Central so distributors can build their unique order management process without relying on custom code for every workflow.

How does Order Management Automation work for distributors?

Distributors define the conditions that determine what should happen to a transaction. Mission Control evaluates information such as margin, credit status, customer data, inventory availability, document value, and ship dates. Routine transactions can move through the appropriate workflow automatically, while exceptions are routed to employees for review.

How does Mission Control help protect distributor margins?

Mission Control can use configurable thresholds and business rules to identify orders that require review before they advance. It can also use margin information supplied by Profit Scan within workflow logic. When an order falls outside established profitability requirements, Mission Control can hold and route the transaction for review, allowing the distributor to act on margin information while the order is still active.

Can Mission Control automate order approvals?

Yes. Approval workflows can be based on conditions such as order value, margin, credit status, inventory availability, or other business criteria. Transactions that satisfy established rules can continue, while exceptions can be directed to an appropriate manager or queue.

How does Mission Control help manage backorders?

Mission Control can route orders with unavailable inventory into dedicated backorder queues. Automated actions can reevaluate inventory availability, reserve stock when it becomes available, generate purchase orders where appropriate, and advance the order toward fulfillment once the required conditions are satisfied.

How can I automate purchase orders?

Mission Control can trigger purchase-order generation when defined order and inventory conditions are met. For example, backordered quantities can generate purchase orders while available inventory is reserved to the sales line. Drop ship workflows can also generate vendor purchase orders from the sales order, reducing repetitive manual processes between sales and purchasing.

Can Mission Control support returns workflows?

Yes. Mission Control can support defined workflows for sales returns as well as quotes, orders, and invoices. Distributors can use workflow logic to monitor returns, establish review requirements, and route transactions through the appropriate operational steps.

What orders should be handled by exceptions?

An exception is any transaction that falls outside the conditions established for routine processing. Examples can include orders below margin thresholds, credit holds, unusually high-value orders, backordered products, priority inventory requirements, returns requiring review, or orders that have remained in one workflow stage too long. Mission Control allows routine orders to continue while directing these exceptions to employees who can take the appropriate action.

How long does it take to implement Mission Control?

Unlike traditional ERP customizations that take months, Mission Control is a no-code engine. Most distributors can map their first automated workflow and go live in a matter of weeks, not months. Because it sits directly inside Business Central, there’s no complex integration or external data syncing required.

How hard is it to build and configure workflows? Do I need a developer?

Not hard at all—everything is completely customizable via no-code tools built directly inside Business Central. Easily map routing logic, create approval rules, and set up automated actions in minutes, entirely eliminating the need to rely on IT.

Our implementation partner said they could build custom workflows for us. Why use Mission Control?

Custom-coded workflows are static; the moment your business process changes, your code is obsolete, requiring more developer hours to fix or adjust. This leads to high maintenance costs, upgrade delays, and reliance on IT for simple changes. Mission Control is a no-code engine. Instead of waiting weeks for a developer to hard-code a new rule, your operations team can use a drag-and-drop builder to adapt your process instantly. You get the exact same custom functionality, but with the ability to scale and evolve your fulfillment strategy without the cost of custom support.

Can Mission Control handle high-volume batch printing on a schedule?

Yes. Beyond real-time workflow triggers, Mission Control can execute scheduled printing actions using Smart Printing. For example, you can configure a workflow to automatically batch-print the entire overnight pick queue right before the morning warehouse shift arrives, ensuring your team can start working immediately without waiting on manual document staging.

How do Custom Fields work with workflows in Mission Control?

Custom Fields turn specialized data into actionable workflow conditions. Once newly created or third-party fields are published to Business Central, they instantly appear in the Mission Control workflow builder. This allows the system to automatically route, flag, and evaluate documents based on highly unique business criteria without writing a single line of custom code.

Can Mission Control automatically block unauthorized price overrides or low-margin orders?

Yes. Standard pricing setups only suggest a price, leaving it up to salespeople to manually alter it at the sales desk. When you pair Mission Control with Advanced Pricing, your workflow automates pricing enforcement. The moment an unauthorized markdown is attempted or an order line drops below your defined gross-margin floor, Mission Control instantly locks the document and routes it to a manager approval queue before it can be released to the warehouse.

Can Mission Control work with the automations we already have in Power Automate or Zapier?

Yes. Mission Control acts as your overarching business process engine and can easily trigger your existing external flows. Using automated webhooks, Mission Control can execute actions across platforms like Power Automate, Zapier, and n8n the instant a document reaches a specific step in your workflow.

We already use Business Central. Why do we need Mission Control?

While Business Central is a powerful ERP, its out-of-the-box workflows are generic, and manual processes often allow costly errors to slip through. Mission Control layers natively into your Business Central environment, adding event-based checkpoints and automated guardrails so you can completely codify and enforce your unique quote-to-cash process.