Skip to main content

Your First Shipment

This guide walks through creating a shipment from upload to verified document delivery.

The Pipeline​

Every shipment follows a 5-stage pipeline:

Stage 1: Input​

You have two options:

Option A: Upload a Document​

  1. Click New Shipment from the dashboard
  2. Drag and drop a file or click to browse
  3. Supported formats: PDF, PNG, JPG, TIFF, XLS, XLSX
  4. AI extraction begins automatically

Option B: Manual Entry​

  1. Click Start with Empty Form
  2. Fill in the shipment data manually
  3. Skip directly to the Data Entry stage

Stage 2: Data Entry​

If you uploaded a document, the form is pre-filled with extracted data. Each field shows a confidence badge indicating extraction quality.

The form has four tabs:

Parties Tab​

  • Exporter — Name, address, country, tax IDs (EIN, EORI, IEC, etc.)
  • Importer — Same fields as exporter
  • Notify Party — Optional third party to notify

You can select from saved party profiles or enter new details.

Route Tab​

  • Origin / Destination Country — ISO country codes
  • Transport Mode — Sea, Air, Road, Rail, or Multimodal
  • Incoterms — EXW, FOB, CIF, etc. (Incoterms 2020)
  • Ports — Port of loading and discharge (UN/LOCODE)
  • Vessel Name — For sea shipments
  • ETD / ETA — Estimated departure and arrival dates

Goods Tab​

  • Currency — ISO 4217 currency code
  • Total Value — Sum of all line items
  • Line Items — Each with:
    • Description, HS code, quantity, unit, unit price
    • Origin country, net/gross weight
    • Hazardous goods flag

Packaging Tab​

  • Total Packages — Number of packages
  • Total Gross Weight — In kilograms
  • Package Details — Type (carton, pallet, etc.), quantity, dimensions, weight

Stage 3: Validate​

Click Validate to run deterministic business rules:

  • Pass — Green checkmark, proceed to generate
  • Fail — Red X with specific error messages

Each validation failure includes:

  • The rule that failed
  • A descriptive error message
  • A Fix button that navigates to the relevant field

Fix the issues and re-validate until all rules pass.

info

Validation is instant (under 1 second). It uses deterministic rules, not AI — so results are consistent and explainable.

Stage 4: Generate​

  1. Select which documents to generate:
    • Commercial Invoice
    • Packing List
    • Bill of Lading
    • Certificate of Origin
  2. Click Generate
  3. Each document is generated as a PDF (2-10 seconds per document)
  4. Progress is shown per document

Stage 5: Deliver​

Once documents are generated:

  • Download — Click to download any document
  • Share — Copy a verification link for any document
  • Email — Send documents to recipients (coming soon)

Each document includes a SHA-256 hash in its footer. Recipients can verify authenticity at klervex.com/verify.

Next Steps​