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Document

Type the proforma's number (e.g. URC/954/10/2026) and this document is saved in that shipment's folder. Otherwise you are asked which folder.

Parties

Roles: Buyer, Sold To, Consignee, Notify, Remitting Agent, Shipper, etc. Tick "Signs" to add a signature box for that party.

Goods, packing & price

IDF / SPS invoice: the rate in Packing is the full C.I.F (or C&F) rate per ton. It is shown split into FOB + freight + insurance.

Shipment, payment & terms
B/L draft details

Vessel, voyage, B/L no. and containers go on to the packing list. G.D number and H.S code come from the custom invoice (below).

Packing list details

Box 5, H.S code, gross weight and the goods description below come from the custom invoice and can be changed here.

Custom invoice details
Commercial invoice details
Certificate of origin (chamber form)

Prints only the typed text, placed to fall inside the boxes of the chamber’s printed certificate. Put the chamber form in the printer and print at 100% (no “fit to page”). The membership no., signatory and the shift for your printer are set once per company in Settings.

Production instruction details

Container count, actual loading per container, bags and tons come from the packing lines and "Tons loaded per container" above.

Sales contract details

Quality specifications

Put a blank line between clauses. The first line of each clause is its heading. {DEST_PORT}, {DEST_COUNTRY}, {TERM} and {ORIGIN} are filled in automatically.

Settings: companies & banks

Bank details below were copied from your past documents. Please check every account number and IBAN before using them. The UBL entries looked inconsistent in the samples.

Our companies

Rice descriptions (one standard wording per rice)

{BROKEN} = broken %, {MILLING} = single/double milled (left out if not chosen), {CROP} = crop year.

Banks

Saved parties (address book)

Every party saved in a document is kept here, even if the document is deleted later. Change a name or address, or remove an old one.

Saved folders
Save in which folder?

Pick the shipment's folder: the document takes its number. Or keep it on its own.