From an order file to a checked document set.
Follow a fictional three-item order. See the source file, a packing difference, the corrected PDFs and a second order.
From the first step to the next shipment
Bring the order file
Three steel-bracket items, 10 pieces each, in three cartons. The CSV has prices, weights in kg and dimensions in cm. The same import supports Excel (.xlsx).
Download the source CSVMap, preview, confirm
Match columns, confirm kg / cm and decimal format, then inspect all three imported lines before saving. The mapping is saved for later imports.
A difference stops finalization
In the review form we change the first item to 9 packed pieces while the invoice still says 10. The quantity check blocks document creation. This is an entered-data check, not an audit of the source ERP.
Correct and review
Confirm the physical count and enter 10 packed pieces. Complete buyer, seller, invoice reference, date and shipping terms; answer the applicable checks. The quantity block clears.
Create the actual PDFs
Packlistly generates the invoice, packing list and carton labels shown here. Download the generated set as one ZIP. Only formats applicable to this order are included; not every order produces all ten formats.
Download the document ZIPUse it again for the next order
Copy the shipment. The new reference and date need to be entered again; the prior document approval is not carried over. We change the first item to 12 pieces, review again and create P0-EXPORT-02. The first order stays at 10. Job-specific lot / expiry values also need fresh input when applicable.
Open the second invoice
What changes. What you still do.
This workspace prepares documents from entered or imported order data. The customer-upload and review process is a separate Forwarder workflow.
| Stage | In your existing tools | In Packlistly | Still done by you |
|---|---|---|---|
| Source order | Excel / ERP holds the order and commercial records. | Import CSV / XLSX, map columns and preview rows. | Export the source file; confirm units, mapping and missing fields. |
| Packing & checks | Warehouse counts, dimensions and weights. | Compare entered invoice / packing quantities and supported weights. | Measure / count physically, investigate differences and confirm corrections. |
| Documents | Buyer requirements and shipping instructions. | Create supported PDFs and download the applicable set as a ZIP. | Check customer-specific layouts, classifications, declarations and signatures. A custom ERP / buyer form is not automatically reproduced. |
| Filing & repeat | ERP / TMS shipment record and any government filing system. | Copy an order, update its details and generate a new version. | File or upload the PDFs / ZIP in your existing tools; make any required regulatory submissions separately. |
Does this match your job?
Check the other workflow if you need a different job done.