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Material shipment documents

Upload, find, download and delete the documents attached to the shipments of a material, such as packing lists and invoices.

  • Production manager
  • Warehouse and inventory
  • Needs Create material production, Update product, View material production, View product
  • Not verified yet

Under review. This page is published while we check it against the live app, so some details may have changed.

The Documents sub-tab of Shipping gathers every file attached to the shipments of this material. You can search them, download them, delete them, and upload new ones to a shipment.

LibraryMaterialsopen a materialProductionShippingDocuments

Permission: CREATE_MATERIAL_PRODUCTION

Before you start

  • You need at least one shipment. See Material shipping and tracking.
  • You need the permission to create material production to open the page. Delete needs the permission to delete material production.

Open the documents page

  1. Click "Shipping"

    Open the material, click Production, then the Shipping sub-tab.

  2. Click "Documents"

    Click the Documents sub-tab. The page is titled Document Management: Manage all shipping documents and files across all shipments.

Upload a document

  1. Click "Upload Document"

    Click Upload Document at the top right of the card.

  2. Select the shipment

    In the Upload Document window, find the shipment with Search shipments... and select it. The window says: Select the shipments you want to upload documents for.

  3. Click "Upload"

    In Shipment Documents, click Upload. The Upload Document window opens: Upload documents for this shipment.

  4. Choose the file

    Drop the file into the box or browse for it. Documents, PDFs, images and spreadsheets are accepted. The helper text under the box gives the size limit.

You should now see the file in the shipment's list, with its name, size in KB and upload date. Each file has a download button and a delete button. If there are no files, the list says No documents uploaded.

Find documents

The page shows documents as cards by default. Use the two buttons at the top right of the filter row to switch between cards and a table.

  • Search documents... searches by name.
  • The File Type filter offers PDF, IMAGE, WORD and EXCEL.
  • Sort by lets you pick a column and Ascending or Descending. Reset clears everything.

The table view has these columns: Document Name, Type, Shipment (its tracking number), Size, Upload Date and Actions.

Download or delete a document

  1. Open the menu

    Click the three dots on a document card or table row.

  2. Click "Download"

    Click Download to save the file.

  3. Click "Delete" (optional)

    Click Delete, then confirm in Delete Document. This cannot be undone.

Totals at the bottom

When documents exist, a strip under the list shows Total Documents, PDF Files, Images, Word Docs, Excel Files and MB Total Size.

When there are no documents

The page shows No documents uploaded: Upload your first shipping document to get started, with an Upload Document button.