How to add Shipping Details to Show Tracking Information

Published: Sep 01, 2023

How to add Shipping Details to Show Tracking Information

Published: Sep 01, 2023

If your company uses tracking numbers for shipping, then Popdock has shipping carriers to help show you your tracking history or summary.  These are used to link to a specific field that is storing a tracking number, and it will give you tracking information in the show details window.

You will need to have the Shipping connector installed before you can add shipping details to a list. Steps for installing the Shipping connector can be found here.

1.  From the main menu, edit your connector. This example is using a Dynamics 365 Business Central connector.

2.  In the navigation pane, select List.

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3.  Locate the list you want to add shipping details to and then select the Edit icon.

4.  Select Details in the navigation pane.

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5. Select Click here to add a custom detail. If your list already has details, select Add and then select Add custom detail.

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6. Enter a name for your detail. Then select Shipping details from the Type dropdown. In the Tracking number field dropdown list, select the field that is used for your tracking number, in your list. Finally, select the Display method for where you want the detail to appear. Select Add when you have completed the fields.

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7. Now that the shipping detail has been added, you can add a tab for the Posted Sales Invoices list. 

12.  Select an invoice in your list that shows a tracking number in the Package tracking number field.  Select the detail at the bottom and you will see the tracking information in the details window.

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