Automate document processing | Flowstead
The document processor
04 · Document processingThe document processor

Automate shipping and customs documents, from CMR to certificates

Consignment notes and customs papers are ready with the shipment. Certificates and packing slips are checked against your ERP. You approve, and the shipment leaves with the right paperwork.

The document processor
Digital colleague · Shipping and customs documents
Example
Boltrics
Shipping · Nordvik Marine AS · Bergen, Norway
Order SO-4471 ready to ship
New
Shipping documentsfromBoltricsBoltrics
  • CMR
  • Packing list
  • Customs invoice
Boltrics

An order ready to ship.

What does the digital colleague do with documents?

It prepares shipping documents and checks incoming paperwork. Every shipment and delivery comes with paperwork: consignment notes and customs papers to prepare, certificates to keep and pass on, and packing slips that must match what you ordered. It retrieves data from the document and your ERP, compares them and prepares the next action. Your team immediately sees anything missing or incorrect.

01

Outgoing documents

CMR, packing list and the customs documents the shipment needs, such as an invoice, T1 or certificate of origin. With packages, weight and commodity codes from the order.

02

Incoming documents

Certificates and packing slips read and compared with the purchase order. If a certificate is missing or incorrect, you see it immediately.

03

Everything traceable

Every document linked to the order or receipt in your ERP, so you can find it when someone asks.

Start to finish

Four documents, from arrival to done

Pick a document and see how the digital colleague handles it. The same approach every time: read it, compare it with your ERP, prepare it, and you approve.

Running
Received

Order ready to ship

Reported by the warehouse

Boltrics
SO-4471 · Nordvik Marine AS
via Boltrics · Bergen, Norway
Idle
Read

Shipment compiled

From order and warehouse

Idle
Check

Paperwork determined

What does this shipment need?

Idle
Prepare

Documents drafted

Drafts with the shipment

The result appears once every step is done.
Your team approves · Example · names and numbers are made up
You stay in control

You decide what a person sees

Approving takes one click. Once it keeps going right, you only see the exceptions.

  • At first you approve everything

    At first you see every document before it enters your ERP or accompanies a shipment.

  • A rule per check

    For each check you decide whether to see it always or only if something deviates. We agree together what may proceed without approval.

  • Everything traceable

    Every step is recorded. Each document can be traced back to its order or delivery.

Digital colleague
Settings · Shipping and customs documents
Example
When do you want to review?
  • Data completeAlwaysOn deviation
  • Matches purchase orderAlwaysOn deviation
  • Shipment outside the EUAlwaysOn deviation
  • Certificate missingAlwaysOn deviation
A change applies to the next piece of work
Your own systems

Works in what you already have

It works in your own mailbox and ERP. Nothing needs to move and nothing is replaced.

  • Business CentralBusiness Central
  • ExactExact
  • SAPSAP
  • AFASAFAS
  • Ridder iQRidder iQ
  • IsahIsah
  • OdooOdoo
  • InforInfor
  • Oracle NetSuiteOracle NetSuite
  • BoltricsBoltrics
  • OutlookOutlook
  • PDF

During the back office scan, we determine together which connections you need and what is possible in your environment.

Frequently asked questions

Questions about document processing

Can AI prepare consignment notes and customs documents?

Yes. A Flowstead digital colleague prepares shipping and customs documents from the order in your ERP, from CMR and packing lists to invoices, T1 or certificates of origin. Missing details, such as a commodity code, are flagged before departure. You approve.

Which documents can the digital colleague process?

Outgoing: CMR, packing lists and customs documents such as invoices, T1, EUR.1 and certificates of origin. Incoming: material and analysis certificates and packing slips. We identify the documents your shipments require in the back office scan.

What if a certificate is missing or incorrect?

You see this at receipt, rather than when the customer asks for it. Your team decides what needs to happen.

What if a document is a poor scan or photo?

It reads what is legible and reports what it cannot read. It does not guess: anything uncertain is put to your team.

Where are the documents stored?

With the order or receipt in your own ERP. The dossier in Flowstead's environment is stored in the Netherlands while we work together. If you leave, you take everything with you.

Back office scan

First, find out where things can improve.

Introductory conversationHalf a day on siteRoadmap

Not sure where to start? An introductory conversation with management and your back office, followed by half a day with your own orders and documents, helps us identify opportunities. You receive a roadmap per process, prioritised by impact and investment.

The scan is available as a standalone service. The roadmap is yours, even if you do not continue with us.