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Export Documents

Export documents are required for shipping goods internationally. The system can generate some documents automatically, while others need to be uploaded from external sources.

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Document Types

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Where to Find Documents

Location: Shipment Detail → Documents tab

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Documents Tab Layout

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Packing List

The packing list details what’s in each carton.

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What’s Included

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Generating Packing List

1

Go to Documents tab

Shipment Detail → Documents
2

Click Generate

Next to Packing List
3

Preview opens

Review the generated document
4

Download or Print

Save PDF or send to printer
Cartons must be planned before generating packing list. If Cartons tab is empty, you’ll see an error.

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Packing List Fields

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Commercial Invoice

The commercial invoice is the official document for customs declaring the value of goods.

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What’s Included

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Generating Commercial Invoice

1

Go to Documents tab

Shipment Detail → Documents
2

Click Generate

Next to Commercial Invoice
3

Review preview

Check values and details
4

Download or Print

Save or print the invoice

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Invoice Fields and Sources

Values pulled from source recordsThe system pulls prices from the landed costs of samples and production orders. If values look wrong, check the source records first.

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Editing Invoice Values

Invoice values come from source records. To change:
  1. Go to source sample or production order
  2. Update landed cost values
  3. Return to shipment
  4. Regenerate commercial invoice

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Certificate of Origin

Certificate of Origin (CO) proves where goods were manufactured. This document is typically obtained externally.

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When Required

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How to Obtain

  1. Apply through Chamber of Commerce
  2. Or use approved CO issuing body
  3. Submit required documents and fees
  4. Receive stamped certificate

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Uploading Certificate of Origin

1

Go to Documents tab

Shipment Detail → Documents
2

Find Certificate of Origin row

Shows “Not Uploaded” if empty
3

Click Upload

Opens file selector
4

Select file

PDF or image of the certificate
5

Confirm upload

Document appears in list

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Supported Formats

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Bill of Lading

Bill of Lading (B/L) is the shipping contract issued by the carrier, primarily for sea freight.

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When Required

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How to Obtain

  1. Carrier issues B/L after goods are loaded
  2. Received from shipping agent or freight forwarder
  3. Usually PDF or scanned document

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Uploading Bill of Lading

1

Go to Documents tab

Shipment Detail → Documents
2

Find Bill of Lading row

Shows “Not Uploaded” if empty
3

Click Upload

Opens file selector
4

Select file

PDF of the B/L
5

Confirm upload

Document appears in list

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Download and Print Options

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Downloading Documents

1

Find document in list

Documents tab
2

Click Download

Download button or icon
3

Save file

PDF saves to your device

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Printing Documents

1

Find document in list

Documents tab
2

Click Print

Print button or icon
3

Print dialog opens

Select printer and print

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Bulk Download

To download all documents at once:
  1. Click Download All (if available)
  2. Or download each individually

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Regenerating Documents

If source data changes, you may need to regenerate documents.
1

Go to Documents tab

Shipment Detail → Documents
2

Delete existing document

Click Delete on the document
3

Click Generate

Creates new document with updated data
Regenerating replaces the previous version. Download the old version first if you need to keep it.

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Common Scenarios

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Troubleshooting

Cause: No cartons planned, or no items in shipment.Solution:
  1. Go to Items tab and add items
  2. Go to Cartons tab and plan cartons
  3. Try generating again
Cause: Landed costs not set correctly on source records.Solution:
  1. Click on item reference to open source record
  2. Check and update landed cost values
  3. Return to shipment and regenerate invoice
Cause: File too large or unsupported format.Solution:
  1. Check file size (usually max 10MB)
  2. Convert to PDF if using unsupported format
  3. Try again
Cause: Browser blocking download or popup.Solution:
  1. Check browser download settings
  2. Allow popups for this site
  3. Try different browser
Cause: Shipment missing required information.Solution: Check that shipment has:
  • Items added
  • Cartons planned (for packing list)
  • Customer information complete
Cause: System settings need updating.Solution: Contact admin to update company details in system settings.

Shipment Detail

Full page reference

Carton Planning

Planning cartons for packing list

Shipping

Tracking and delivery