A clear export workspace helps your team coordinate the information around a shipment, from the initial booking through the destination handover.
Agree the details before dispatch
Start with the shipper, consignee, destination, goods description, package quantities and the booking reference. Give your team a place to record updates and identify missing information before the shipment moves to its next stage.
Keep the document set organised
Use a checklist agreed for the shipment and store each document against its reference. DHL’s export guidance describes preparing a commercial invoice alongside an electronic waybill. A delivery note should be managed as its own operational record; do not assume it replaces the shipping and customs documents applicable to your shipment.
Make each handover visible
- Booking recorded and responsibility assigned
- Shipment details reviewed by the team
- Document readiness recorded
- Dispatch and transport handover updated
- Destination updates and final delivery linked
These stages are a starting point for a custom workflow. We can adjust the names, required fields and access rules to match your branches, customers and transport arrangements.
Bring your customer into the loop
Decide which updates the customer should see and which events require follow-up. A well-scoped portal can connect those updates with the delivery-note record and supporting attachments, reducing repeated requests for the same information.
Further reading: DHL: export shipment documents ↗
Built around your workflow.
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