Pavilion Arc · Getting started

Getting started · Export documents

Shipdesk

One order. Documents that match.

Shipdesk helps an exporter prepare the commercial invoice and packing list from one order, check supplier documents for mistakes, and follow a shipment until it is collected.

Open Shipdesk ↗Download sample files ↓
  • 5 steps
  • About 10 minutes
  • Made-up sample data
The Shipdesk workspace

How the work flows

Every task in Shipdesk moves through the same stages.

  1. 1Order
  2. 2Documents
  3. 3Handover
  4. 4Collection

Before you begin

Open Shipdesk, press Open workspace, and keep this page open beside it.

  • A computerShipdesk works best on a larger screen.
  • The sample filesA matching invoice, packing list and proof of collection.
  • About 10 minutesEvery shipment is made up.

Step by step

Follow the steps in order. Each one sets up the next. Select a screenshot to see it full size.

  1. Step 1: Open the shipment file

    Overview shows shipment SHP-1042 with its four stages: order, documents, handover and collection. Each stage links to its screen.

    Shipdesk Overview screen for step 1: Open the shipment file
    The ring shows where to look or what to press.

  2. Step 2: Check supplier documents

    Open Supplier checks, upload the sample commercial invoice and packing list, and press Run checks. The matching pair shows no mismatches. Then press Load sample with errors to see what a problem looks like.

    Shipdesk Supplier checks screen for step 2: Check supplier documents
    The ring shows where to look or what to press.

  3. Step 3: Build matching documents

    Open CIPL studio, choose Import goods and pick 03_invoice-lines.csv. Confirm, and the invoice and packing list are built from the same lines.

    Because both come from one list, quantities, weights and totals always agree.

    Shipdesk CIPL studio screen for step 3: Build matching documents
    The ring shows where to look or what to press.

  4. Step 4: Hand over to the customer

    Open Send & follow up. The checklist at the top shows what is needed before the email draft can be created, each with a link to fix it.

    Shipdesk Send & follow up screen for step 4: Hand over to the customer
    The ring shows where to look or what to press.

  5. Step 5: Close with proof

    Open Collection & closure, upload 05_bill-of-lading-proof.pdf as the collection proof, and review what is needed to close the shipment.

    Shipdesk Collection & closure screen for step 5: Close with proof
    The ring shows where to look or what to press.

What to notice

Your invoice and packing list are built from the same lines, so they cannot disagree.

Other guides

The same steps-and-screenshots format for every Pavilion Arc product.