What we solve · Export accuracy Order → Document pack

Generate export documents from approved order data instead of retyping them.

Keep buyer, item, currency, incoterm, packing and shipment information consistent across proforma invoices, commercial invoices and packing lists.

Documents generated from the order Incoterms and multi-currency Controlled templates and revision history
The business challenge

Every export shipment creates another round of copying, checking and correcting documents

Export document automation solution for proforma invoices, commercial invoices, packing lists, incoterms and shipment records.

Where teams lose control

  • Commercial details are typed into multiple templates.
  • Packing changes do not reach every document version.
  • Teams search folders to prove what was issued and when.

What changes with izERP

  • Approved order and packing data populate the document pack.
  • Changes update controlled drafts before final release.
  • Issued documents and revisions stay with the shipment.
Connected workflow

From approved export order to consistent shipment documents

Each step uses shared records, permissions and audit history.

Confirm order Controlled in the shared workflow.
Apply trade terms Controlled in the shared workflow.
Build packing Controlled in the shared workflow.
Generate documents Controlled in the shared workflow.
Issue & archive Controlled in the shared workflow.
Business benefits

A measurable improvement, not another disconnected tool

The solution combines practical control for daily users with visibility for managers.

Remove retyping

Reuse approved commercial and packing data.

Handle trade terms

Store currencies, incoterms and shipment parties.

Reduce document errors

Validate shared values before release.

Ship faster

Prepare the pack as fulfilment progresses.

How izERP helps

Configured around the way the work actually happens

Use ready-to-run products, then shape fields, rules, documents and integrations around your operation.

Single source

Build the complete document pack from one export order

Customer, item, value, weight, package and trade details are entered once and reused consistently.

  • Configured around your process, roles and documents
  • Connected to shared live data and a complete audit history
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Shipment record

Keep documents, milestones and costs together

Bookings, parties, issued files, tracking and landed or freight cost stay connected to the commercial transaction.

  • Configured around your process, roles and documents
  • Connected to shared live data and a complete audit history
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Common questions

Automate Export Documentation FAQs

Can document templates match our formats?

Yes. Templates can be configured for your commercial invoices, packing lists and other required documents.

Does it support incoterms and currencies?

Yes. Trade terms, currencies, rates and parties are stored against the transaction.

Are issued documents archived?

Yes. Final documents and their revision history remain linked to the order and shipment.

Get started

See it running on your own accounts

Book a free demo and we will configure a realistic Automate Export Documentation workflow with sample data, then walk it end to end with your team.