Go to Settings -> Users, assign them the Shipment Tracker role.

Go to the 'Shipment Tracker'.

From the shipment tracker configuration, you can manage settings, stages & company documents.

Go to Shipment Tracker > Configuration > Settings to check the Track Shipment box to activate the feature, and use the Document field to select the mandatory shipping papers.

Go to the stages.

You can create a new stage, enter a name, enable Auto select for specific Incoterms, and add your required tasks under the Checklist Items tab.

Go to the 'Company Document' menu.

Create documents like Invoices, Packing Lists, and Bills of Lading.

From the Purchase module, click the Confirm Order button on an RFQ to automatically generate a corresponding shipment tracker.

Once confirmed, a Shipment Tracker smart button will appear at the top of the Purchase Order showing the number of linked shipments.

Inside the shipment record, you can see the current tracking stage, click the stars to set a Priority, and navigate to the Documents tab to see which files must be uploaded.

When a shipment moves to a new stage, the system automatically loads the Checklist tasks configured for that specific step under the Checklists tab.

If a user tries to click into the next stage without checking off all current tasks, a Validation Error popup will block them until progress is 100% complete.

Note that if the vendor belongs to the same country as your company, the system will automatically bypass creating a shipment tracker.