Help & Tutorials
Learn Shiplete, one task at a time.
Short videos with step-by-step written guides, from signing up to preparing your first contract.
Getting Started
Your first steps
New to Shiplete? Follow the path. You either create a Company or join one by invitation. After your first shipment there is no fixed order.
Create and verify your account
Choose your Company path
Find your way around
Create a shipment, or open one you can access
Choose your next task
Start any task, in any order
Browse by topic
Getting Started
Your first steps in Shiplete, from account to first shipment.
Accounts & Companies
Sign up, sign in, create your Company or join one.
Sign Up and Verify Your Email
Create your personal Shiplete account, confirm your email with a six-digit code and sign in.
Create Your First Company
Set up your Company in Shiplete so you can create shipments and invite your team.
Join an Existing Company Through an Invitation
Accept a Company invitation from a colleague so you work in the same Company.
Shipments & Progress
The Hub, creating shipments, Overview, status, ETA and tracking progress.
Understand the Shipment Hub
Find, search and open the shipments you can access from the Hub.
Create Your First Shipment
Create a shipment from the Hub and review its essentials in the short guide.
What You Can Do After Creating a Shipment
The starting points after creating a shipment, and what each one needs.
Understand Shipment Overview
Read a shipment's Overview: documents, fields needing attention, people and progress.
How to Update Shipment Status, ETA and Progress
Update a shipment's manual ETA, verify the saved history and check an arrival-linked payment date after it refreshes.
How to Review Shipment Tracking and Progress History
Check the current ETA, read saved manual tracking updates, and compare the separate Activity entries when your access allows.
Setup & Masters
Shipment Setup and the Masters it draws on: your Company, parties, products, categories and snippets.
Enter Shipment Setup
Record the parties, goods, terms and expected documents for a shipment.
How to Update Shipment Setup
Change a shipment’s shipping line, confirm Saved, and review Setup differences without overwriting an existing Contract.
How to Manage Your Own Company Details
Save reusable contact and bank details in Party Master's Own Companies, check the saved record, and choose an issuer bank account in a document.
How to Create and Manage Parties
Create a party with an alias, addresses and a contact, find it by alias, then update its contact email and check revision dates.
How to Create and Manage Products
Create a product with reusable details, choose list columns, and edit and check its description.
How to Use Product Categories and Aliases
Reuse product category spelling, save alternate names and find products by category or alias in Product Master and shipment Setup.
How to Create and Use Reusable Snippets
Save reusable wording in Snippets Master, find it by alias, and add it to a contract with Apply and Save draft.
How to Reuse Masters in Shipments and Commercial Documents
Select saved parties and products in Shipment Setup, reuse Setup in a proforma invoice, and save document changes separately.
Understanding Master Updates, Snapshots and Inactive Records
Choose saved or current Master details in Setup, understand independent document snapshots, and manage inactive products.
Documents & Evidence
Upload, classify, replace and download shipping documents, and inspect them in the Viewer.
Upload Shipping Documents
Add your existing shipping documents to a shipment and choose each document's type.
Use the Evidence Viewer
Inspect an uploaded document version, its pages and where each value came from.
How to Classify and Organize Uploaded Documents
Choose shipment document types, check upload selections and correct a saved upload’s type with Reclassify.
What Happens After Uploading a Document?
Follow an uploaded document from Processing to Needs Review, then open its evidence without confusing availability with approval.
How to Upload Revised Documents and Manage Versions
Upload a revised document as a replacement, inspect retained versions, and compare the values Shiplete read.
How to Download and Remove Shipment Documents
Download a selected document version or the latest set, permanently delete one version, and verify the result.
Review & Corrections
Spot differences between documents, approve values, ask for corrections and follow what changed.
Review Extracted Document Fields
Check extracted values against their source and record your decision.
How to Identify Discrepancies Between Documents
Compare conflicting field readings, check their source pages, and distinguish document agreement from approval.
Approve Extracted Values or Request Corrections
Check document evidence, approve an extracted value, and request a document correction without editing the source document.
How to Collaborate on Field Reviews
Check shipment review access, inspect assignee choices, find My Items and trace existing decisions in Activity.
How to Raise a Document Correction Request
Choose a document, save the requested value, and find the correction request later in Changes.
How to Annotate Corrections and Generate a Change Report
Place requested corrections, add a note, save the layout and download a change report PDF for inspection.
How to Review a Corrected Document
Upload a corrected document as a replacement, inspect its new version, compare values and check whether the correction request remains open.
How to View Document Changes and Review History
Compare document versions, check saved field approvals, and trace permitted review decisions in shipment Activity.
Prepare Commercial Documents
Prepare contracts, invoices and packing lists in Shiplete.
Payments & Ledgers
Expected payments, money received and paid, allocations, invoices, and the Shipment and Party ledgers.
How to Set Up Expected Payments for a Shipment
Set a shipment’s expected amount and explicit due-date rule in Setup, then check the result in Payments and Overview.
Understanding the Payments Dashboard
Read shipment balances, switch between payables and receivables, filter the list, and inspect a Shipment Ledger.
How to Record a Payment Received
Record a buyer receipt, apply a part-payment to an open invoice, and check the remaining balance and allocation.
How to Record a Payment Made
Record a supplier payment against a payable invoice, preview its allocation, and verify the remaining balance.
How to Allocate Payments Across Multiple Shipments
Allocate one Party receipt across two shipment invoices, preview the split and verify both balances.
Understanding Invoices and Payment Status
Understand Finance invoice approval, outstanding balances, and partial, overdue and paid results in Payments.
How to Use the Shipment Ledger
Check a shipment’s sale and purchase balances, inspect transaction history and receipt allocations, and continue to the Party Ledger.
How to Use the Party Ledger
Check a party's current balances, inspect shipment history, filter transactions, and understand running balances.
How to Correct Payment Entries and Balances
Correct a receipt amount, reduce its allocation first, and void a duplicate payment while retaining history and checking balances.
People & Permissions
Invite colleagues and partners and manage their access.
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