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Showroom pricing request from Coastal Surfaces 2 item questions waiting on QUO-2026-0043 Elite Kitchens accepted 4 of 8 lines on QUO-2026-0043 Ivory Travertine you had out is now on hold for another client
38 items missing price 64 items missing image
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Orders · PDF Templates Manager

PDF Templates Manager

Page Settings
Import Templates Export All Templates

Templates

Every document Orders issues for your licence. Each is a template you edit, version and publish; a changed one is restorable to the platform default.

Container Documents

The container set. One set per delivery, rendered from the order and never re-keyed: these documents share shipper, consignee, references, lines, weights, container and seal numbers, and download together as one PDF or a ZIP. Prices show only where customs or the buyer needs them.

8 containers this year Caribbean Surfaces receives the set as data

Selling & Payment 5

Proforma InvoiceProforma Invoice v39 this year · Client's price
Commercial InvoiceCommercial Invoice v47 this year · Client's price
StatementStatement v24 this year · Client's price
Wire ReceiptWire Receipt v214 this year · Client's price
Off
Bill of ExchangeBill of Exchange v10 this year · Client's price

Shipping the Container 9

Packing ListPacking List v38 this year · No prices v3 in draft
Container Load PlanContainer Load Plan v29 this year · No prices
Shipping InstructionsShipping Instructions v27 this year · No prices
Bill of Lading DetailsBill of Lading Details v17 this year · No prices
Certificate of OriginCertificate of Origin v27 this year · No prices
Verified Gross Mass DeclarationVGM Declaration v18 this year · No prices
Packing DeclarationPacking Declaration v18 this year · No prices
Forwarding InstructionForwarding Instruction v11 this year · No prices
Off
CMR Consignment NoteCMR Consignment Note v10 this year · No prices

Local Documents

The local set: confirmation, Pick Ticket, Delivery Note, Pickup Release, Receipt, Invoice, Credit Note and the Claim or Return Authorisation. Which price a document shows follows the recipient: a homeowner under arrangement B sees the retail price and never the designer's; the yard's papers show none.

2 per-client layouts

Selling & Payment 6

Order ConfirmationTrade Confirmation v341 this year · Client's price
Order ConfirmationHomeowner Confirmation v16 this year · Price hidden for arrangement B
Draft
Order ConfirmationSpanish Trade Confirmation v10 this year · Client's price
InvoiceTrade Invoice v436 this year · Client's price
InvoiceHomeowner Invoice v28 this year · Price hidden for arrangement B
ReceiptCounter Receipt v129 this year · List price

Yard & Delivery 4

Pick TicketPick Ticket v238 this year · No prices
Delivery NoteDelivery Note v222 this year · No prices
Delivery NoteStone Source Delivery Note v13 this year · No prices
Pickup ReleasePickup Release v217 this year · No prices

After the Sale 2

Credit NoteCredit Note v24 this year · Client's price
Claim & Return AuthorisationClaim & Return Authorisation v24 this year · Client's price v2 in draft

Branding Defaults

What every document, email and the Client Order Page wears. Set for the tenant, overridable per location. No vendor branding ever appears on a tenant's document.

Company Profile
Vava Stone Miami Miami Yard override
Miami Yard · Miami, FL
Registered address and EIN from Company Profile
Commercial Invoice INV-2026-0118
The header as Miami Yard prints it ·
Images
Vvava-stone-miami.svg
stamp-miami.png
Positions
Colours
#4C74A6
#1F2937
Type
Letterhead
Footer

Applied to every template that uses the shared letterhead and footer snippets. A template that placed its own stays as it is.

Issued on Status Events

A status move creates and files the document, and sends it where the switch is on. The rules live in the Status Workflow Manager; nothing is issued on Expired, which only alerts.

Status Workflow Manager
  1. Pending Approval
    Proforma Invoicefiled on the order
  2. Loaded
    Packing List · Commercial Invoicethe loading set
    Packing DeclarationISPM 15 timber, container clean
    VGM Declarationverified gross mass
  3. On Water
    Container departed emailB/L number and the tracking link
  4. Documents Released
    The originals setCommercial Invoice, Packing List, B/L details, Certificate of Origin as one PDF
  1. Confirmed
    Order Confirmationin the recipient's price
    Pick Ticketone per shipping location
  2. Out for Delivery
    Delivery Notethe signed copy comes back as the Proof of Delivery
    or Ready for Pickup
    Ready-for-pickup emailthe slot and the release code
    Pickup Releaseprints at the counter
  3. Expired

    No document. Sets the status and alerts the rep and managers; the slabs stay held until a user acts.

Edit and publish: Owner, AdminDraft: Accounting, Export SalesReps pick a published template at print timeA location's templates are edited by that location's admins Users & Roles