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Step 8 of 9 in Run a sampling round

Sample shipment documents

Upload, find, download and delete the documents of your sample shipments, such as invoices, customs forms and delivery proofs.

  • Product developer
  • Merchandiser and e-commerce
  • Production manager
  • Needs Sampling view, Sampling update
  • Last verified · vd28b0333e

The Documents tab of Shipping & Tracking is where you manage shipping documents (invoices, customs forms, packing lists, proof of delivery and so on) for your sample shipments. Every document belongs to one shipment.

SamplingShipping & TrackingDocuments

Permission: SAMPLING_VIEW,SAMPLING_UPDATE

Upload a document

  1. Click the "Documents" tab

    Click Documents above the list. The Document Management page opens with the text Manage shipping documents for sample shipments. If nothing has been uploaded yet, it reads No documents uploaded and Upload your first shipping document to get started.

    The Documents tab with the Document Management card, the filter bar and the document cards

  2. Click "Upload Document"

    Click Upload Document at the top right of the card, or the same button in the centre of an empty page.

    The Upload Document button at the top right of the Document Management card

  3. Select the shipment

    The Upload Document window lists your shipments, with the tracking number, the sample requests and the number of documents already uploaded. Type in Search shipments... to find one, then click it.

    The Upload Document window listing the shipments, with the search field above them

  4. Click "Upload"

    The Shipment Documents window opens for that shipment, with the title Documents (n). Click Upload.

    The Shipment Documents window of one shipment with its documents and the Upload button

  5. Add the file

    In the Upload Document window (Upload documents for this shipment), drop the file into the area or browse for it. Word, PDF, image and spreadsheet files are accepted, and the size limit is shown under the area.

    The Upload Document window with the drop area and the accepted file types

When the upload finishes, the window closes and the document appears in the list with its name, size and date. The document count updates when you close the Shipment Documents window.

You can open the same Shipment Documents window from a shipment: in Active Shipments or Delivered, open the menu of a shipment and click Documents, or click View Documents in its details.

Download or delete a document

In the Shipment Documents window, each file has a download icon and a delete icon. Click the download icon to save the file. Click the red delete icon to remove it; a file removed here is deleted at once, without a confirmation.

Find documents

The page lists documents of all shipments, in a card view or in a table.

  1. Choose the view

    Use the two icons at the right of the filter bar. The card view is the default and shows nine documents per page. The table view shows ten and has the columns Document Name, Type, Shipment, Size, Upload Date and Actions.

    The table view of the documents with the columns Document Name, Type, Shipment, Size, Upload Date and Actions

  2. Search

    Type in Search documents....

    A search for invoice leaves only the commercial invoice

  3. Filter by file type

    Open the filter and check File Type values: PDF, IMAGE, WORD or EXCEL.

    The filter menu open on File Type with PDF, Image, Word and Excel

  4. Sort and reset

    Use the sort control to order by name, type, shipment, size or upload date, ascending or descending. Click Reset to clear the search, filter and sort.

    The Sort by list open, next to the Reset button

Below the list, a summary counts the Total Documents, PDF Files, Images, Word Docs, Excel Files and the MB Total Size.

Download or delete from the list

  1. Open the actions

    Click the three-dot menu on the card or on the row.

    The three-dot menu on a document card with Download and Delete

  2. Select "Download" or "Delete"

    Download saves the file. Delete is shown to users who can update samples. The Delete Document window asks Are you sure you want to delete this document? This action cannot be undone. Click Delete to confirm, or Cancel.

    The Delete Document window warning that the action cannot be undone

Warning

A deleted document cannot be recovered.