Setup Track.DIDO

Go to the page: Interact Setup

Print QR on SalesShipment

In the tab 'Track.DIDO' :

If you want to print the QR on the SalesShipment. Advised choice: 'Instead of SalesShipment'

Note: you need to have an e-mail printer. We have good experience with Printnode

With this QR the chauffeur can scan and sign the document with nearly any device without the need of an app nor an account.

Undo Shipment when delivery not possible

With 'Undo Shipment Method' you define what needs to happen when a chauffeur uses the option 'could not deliver'

If you set this option to 'Auto' this will automatically undo the shipment. This is very helpful so the goods are not accidently invoiced. The quantity to ship on the salesorder will also be reset so you can use the same salesorder for the next delivery attempt.

If you leave the setting to Manual nothing happens and you need to undo the shipment yourself.

Track.DIDO document setup

Click on the link to open the additional setup page.

General note: Alle positions and sizes are in millimeters, where the base document should be A4 in portrait. If you use other document sizes please contact our support for conversion tables.

All positions are measured from the bottom left of the document. See the bellow picture for further explanation how to determine the correct position.

General settings

1. Min. Number on Photo's

    Here you can set how many photo's the chauffeur must take before the document can be signed.

    This is the general setting, on the shipment address of the client you can overrule this setting

2. Copy Sell-To info to Ship-To

    With this setting you can setup which information should be copied when the Ship-To field are empty when the document     is posted.

2. General text size

    With this setting you define the size of the texts like remarks or the textline 1 & 2 next to the QR code

3. Address confirmation event

    We made some event which can automatically trigger the address confirmation event. (see Address Confirmation page)

    After release document: will send a confirmation once the document is released

    After order confirmation: will send a confirmation once the order confirmation is made

4. Signed Shipment CC e-mail

    If you fill a e-mail address here you will receive a copy from every mailed signed shipment 

5. Email Scenario

    The e-mail scenario to use for outgoing e-mails.

QR code settings

In the QRcode tab you can set the following:

1. Size QR code

    The square size in mm of the QR printed on the document

2. Position X, Y of the QR code 

    This position is measured from the bottom left of the document. (see the above)

3. Qrcode textline 1 & 2

    The text that's printed next to the QR code as a short instruction to the person who needs to sign the document.

4. Print QR on pages

    With this setting you can set on which pages the QR is printed

Remark settings

Just like the QR settings you can also define where you want to put remarks that are made bij the chauffeur/client.

1. Remark on page

    There are 3 options:

    All: Remarks will be printed on all pages of the SalesShipment document

    First/Last: Remarks will only be printed on the first or the last page of the SalesShipment document

    New: Remarks will be printed on a new page

2. Remark position x, y

    This setting is only relevant for the options first/last/all with the setting 'Remark on page'

Here you can define where the remarks need to be printed on top of the SalesShipment document. This works the same like positioning the QR code.

3. Remark length 

    This setting is only relevant for the options first/last/all with the setting 'Remark on page'

    with this parameter you define the length of the textbox for the remarks, if the remark is longer the textbox will grow in height.

Signature settings

The signature will be merged over the SalesShipment as an image with a transparent background.

1. Signature position x, y

Here you can define where the signature is printed on top of the SalesShipment document. This works the same like positioning the QR code.

2. Signature size x, y

    With this setting you define the print size of the signature picture

Drop Shipment

With the dropshipment settings you can define 2 white boxes that will be printed over the logo/header/footer on you SalesShipment this way the client won't see on the document where the products are coming from.

The positioning and sizing of the boxes works the same like the positioning of the signature and remarks described above.

Name position

With the name position you can define where the name of you client (sell-to) is printed on the document. This way the receiving party knows where the products are coming from.

Payment settings

The positioning and sizing of the boxes works the same like the positioning of the signature and remarks described above.

Default Payment profile

Here you select which profile is used to create the payment links when you set an order to be paid at delivery.

Testing setting

In this tab you can test the settings you made on a allready existing SalesShipment without having to create an TrackEntry.

With the 'Test type' you can set what setting you want to test on the document.

After you fill the field Document No.  The test will start and open the sample document in your browser. Make sure you fill an existing document number. The base report is the report you have set in 'Report Selection - Sales' on the 'Shipment'.