Document Manager is basically a table containing details about all documents sent and received by businesses via Tradeshift, including all drafts. The table can be customised by users and currently has the following columns available (columns marked with a * are mandatory):

Column header Description
Type * The document type. This could be any of the following:
  • PO – purchase order
  • POC – purchase order change
  • GR – goods receipt (also known as "receipt advice")
  • INV – invoice, including prepayment invoice and pro forma invoice
  • CN - credit note
  • RA – remittance advice
  • QUO – quote
  • PR – purchase request (also know as a "requisition")
  • ASN – advance shipment notice (also known as "despatch advice")
  • Copy - historically uploaded document (can be invoice copy or credit note copy)
Document ID * The document number. When the document number is clicked in Document Manager, the document opens in its associated app.
Status * The status of the document (e.g. Sent, Received, Accepted, Approved, Voided, Rejected, Paid, Settled, Disputed, Overdue, Awaiting approval, Failed, Marked paid, Marked settled, Sending, Pending connection, Draft).
Amount * The total payable amount (including taxes and discounts) and the currency specified when the document was created.
Sending party Sender's company name or branch name.
Receiving party Recipient's company name or branch name.
Modified Date when the document was last modified.
Due date The date on or by which the obligations stipulated in the document should be met (e.g. the date by which money is owed or deliveries expected).
Issue date Date when the document was issued.
Requester The name and email address of the requester – overridden by the on-behalf-of (OBO) user if there is one present in the document.
Status message Application response and business messages.
Request description A description of the request which requesters can add when they create a PR. This is searchable in Document Manager.
Actions * A link which allows users to filter by transaction or settlement. For instance, when the link View Transaction is displayed and clicked by the user, the transaction filter is applied, allowing the user to view all documents that are related to the one for which View Transaction was clicked.

    Below the table, you can find:

  1. an indication of the number of documents displayed in the current screen, along with the total number of documents matching the search/filtering criteria, given in brackets
  2. the page navigation function in the middle of the bottom bar, which can be used to navigate to other pages in order to view more documents
  3. the Download CSV button displayed on the right, this is described here

  4. Above the table, you can find:

  5. the Create Document button provides users with a shortcut to the Create app
  6. the View Totals button, which is described here