Editable document types

These document types are fully editable in the Designer. Each has its own template per tenant, its own draft/published lifecycle, and its own set of available merge variables.

Commercial documents

• Quotation — header, customer block, routing, charges table, totals, incoterms, validity, T&Cs footer. Data source: the quote record + its charge lines.
• Booking Confirmation — booking number, parties, routing, cargo summary, charges snapshot, special instructions.
• Shipping Instruction — cargo, routing, party details, marks & numbers, dangerous goods flags. Sent to origin agent / carrier.

Finance documents

• Invoice — customer, invoice number, due date, line items, taxes, totals, payment instructions (bank details from tenant settings).
• Credit Note — references original invoice, reason, adjustment lines, net credit.
• Debit Note — additional charges after invoice, reason, lines, total.
• Payment Receipt — payment number, amount, method, applied invoices.
• Statement of Account — per-customer ageing view with invoice list, balances, ageing buckets.

Operations documents

• Delivery Order — release instruction to terminal / warehouse. Cargo, container, release party.
• Arrival Notice — sent to consignee at ATA. Charges due on collection, where to collect.
• Trip Manifest — for road: trip number, driver, vehicle, stops, cargo per stop.
• Load Receipt — signed on load, confirms cargo handover.
• POD (Proof of Delivery) — signed on delivery, consignee name + signature capture.
• Waybill — non-negotiable transport document.

Warehousing documents

• Goods Receipt Note (GRN) — received cargo, source, quantities, storage location.
• Pick List — items to pick for an outbound order, bin locations.
• Packing List — packed cartons / pallets with contents and weights.
• Stock Report — current inventory, per SKU, per location.

What's not here

MAWB, HAWB, MBL, HBL, Consol Manifest, and TCN are regulated — see regulated doc types. Customs declarations render from customs-specific templates tied to each country's authority and are also not user-editable.