CarbonShelf Document Management module is extremely elaborate and powerful. With CarbonShelf, be assured that you can prepare any view for your orders and consignments in documents as per your business needs. Our Document Management Engine consists multiple layers of abstraction to simplify working for you –Read more about our triple play – Configure, Template, Custom
Document Viewer
- Easy to use, single page where all documents for Orders and Consignments can be viewed, printed or downloaded from
- Download are available in various portable formats like pdf and csv so you can share them easily over your choice of communication channel, print on any printer, or import into other software packages
Consolidated Documents
- Save cost in customs processing by present multiple consignments in single invoice
- Merge data from several consignments to present consolidated view of invoices and packing lists to customers in the form of reminders and summaries per Order
Triple Play
Document Configuration
- Configuration options available to add/remove fields and columns and customize Header and Footer, in each document per your business needs
- Get same document in multiple currencies; extremely helpful for those pesky customs processing
- Edit rendered documents to add comments and final touches that may be relevant per consignment
Document Templates
- Create multiple versions of same document albeit with different configurations. For example, create domestic version of invoice for local office in local currency, and exports version of invoice for customer and freight forwarder
Custom Documents
- Create completely new documents with custom formatting. Use Placeholders to add values to your custom documents like invoice amount, consigner/consignee name or complete payload information
Document Editor & Placeholders
- Powerful document editor to build documents in our own format
- All data from Orders and Consignments are available as placeholders in document editor
- Use placeholder while configuring existing documents or while authoring brand new documents
Document Authorization
- Authorize individual documents to customers and vendors so that end user’s screen and select options are simple – This is helpful in scenarios like sale order can be printed only for customers and not vendors, or exports invoice available only for international customers and domestic invoice available for all domestic customers
Several Pre-canned documents are available out of the box to get you going instantly. All business function areas covered, like: Sale, Purchase, Logistics, Exports, Transformations, Quality Control, Accounting, Financials, etc.