There are multiple ways to create mark documents to be signed with Track.DIDO.

When you first install the product the best practice is to start with the manual method: From: Posted Sales Shipment list

Manual methods

1. From: Posted Sales Shipment list
2. From: Sales Order list

Manual from: Posted Sales Shipment list

In the Posted Sales Shipment list there is an action called 'Sign with Track.DIDO' when you use this action the selected document is marked to be signed with Track.DIDO. Depending on your settings the document can now be signed with the QR code or through the driver app.

When you mark a document for Sign with Track.DIDO you will also notice that the 'Planning State' will be filled for this document.

When we say 'now' we mean when the document is synchronized to Interact.DIDO. See Synchronizing records in the section Interact.DIDO.

Manual from: Sales Order list

On a salesorderlist you can mark that the selected order needs to be signed with Track.DIDO once the salesshipment is posted.

The function is called 'Plan Document' because in this phase you want to plan the document. This can be done in Plan.DIDO (not yet available).

Automatic methods

Automatic from: Shipment Method

Per Shipping Method you can set the box 'Sign with Track.DIDO'.

If now a sales order is posted with this shipping method the SalesShipment is automatically set to be signed with Track.DIDO.

Automatic from: Shipment Agent

Per shipping Agent you can set the box 'Sign with Track.DIDO'.

If now a sales order is posted with this Shipping agent the SalesShipment is automatically set to be signed with Track.DIDO.