Introduction to Document Generation

Overview

Commercial documents are documents you prepare in Shiplete, separate from the documents you upload. Nothing is charged until you create a document; each document is charged once, when it is first saved or previewed.

What you'll learn

• The document types you can prepare
• The ways to start a document
• When a document is saved
• Preview and download

Before you begin

• A Company with permission to prepare documents

Step-by-step guide

1. 1Open Commercial documents

   Select Documents in the side menu. Each shipment has a row and each document type has a column: Contract, Purchase order, Invoice, Packing list, Proforma invoice and Sales order. Select + Add in a cell to start that document for that shipment, or select Create document.

   

2. 2Find existing documents

   With documents shows only the shipments that already have documents. Select a document to open it.

   

3. 3Choose how to start

   In Create document choose the Document type and the Shipment, then Start from: Blank, Shipment Setup or Document from another Shipment. Check Issued by (Own Company) and Format. Nothing is charged until you create.

   

4. 4Edit on the page

   The document opens on a large page. Click any value on the page to change it. Changes save automatically while Auto-save is on.

   

5. 5Preview and download

   Select Preview to check the layout, then Download: PDF for sending and printing, or Word for an editable copy. A document is charged once, when it is first saved or previewed; more versions do not add a charge.

   

Next tutorial

Related tutorials