Tips to Boost Your Productivity with Excalibur

Sometimes it’s the little things that can bring big benefits. From automation strategies to user experience enhancements, here are several practical tips and tricks to help you get the most out of Excalibur and streamline your 3PL operations.

1. Leverage ToolTips for Faster Navigation

One of the simplest yet most effective features you may not be aware of is ToolTips. These provide quick access to additional information for buttons and fields on transaction and setup screens. Instead of hunting through documentation, hover over a field to understand its purpose instantly. This small change can save hours over time.

2. Automate Posting and Commit Actions

Let the system do the heavy lifting! Excalibur offers options to automatically commit and post transactions, reducing manual steps and minimizing errors. This automation ensures consistency and frees up your team to focus on higher-value tasks.

3. Use FactBoxes for Better Visibility

Adding FactBoxes to your order processing screens gives you instant visibility into related data—such as shipment details or billing info—without navigating away from your current page. This improves decision-making and speeds up workflows.

4. Optimize MobileLink for On-the-Go Efficiency

MobileLink enhancements are game-changers for warehouse teams. Features like completed task sections, transaction filtering by workflow codes, and XML barcode scanning make handheld operations smoother and more accurate. If your team hasn’t adopted these updates yet, now is the time.

5. Embrace Cloud-Ready Integrations

The Universal Code Initiative ensures Excalibur runs seamlessly in the cloud, aligning with Microsoft’s Business Central roadmap. Moving away from local file system dependencies improves security, scalability, and integration with other platforms like OneDrive for document management and backup.

6. Take Advantage of Advanced Reporting

Do you want to get more information from your Excalibur data? Excel Pivot Table integration and Power BI dashboards allow you to analyze data directly from Excalibur, turning raw numbers into actionable insights for better operational planning.

7. Customize Your Workflow with Hotkeys and Saved Profiles

Speed up repetitive tasks by using hotkeys and saved profiles for common processes like billing, shipment loads, and order entry. These shortcuts reduce clicks and standardize workflows across your team

By implementing these productivity tips, you’ll not only save time but also enhance accuracy and client satisfaction. To learn more about these tips visit the 2025 User Conference Presentations on the Camelot Client Portal (login required) or contact Camelot Support at support@3plsoftware.com.