Check every supplier document before it reaches your systems

Suppliers, forwarders and 3PLs keep sending documents the way they always have. Sail watches the shared inboxes you point it to, files each attachment to the right shipment and opens a new one when it sees a new reference, so nobody on the team starts the day dragging PDFs into folders. Documents that come from a portal or your ERP arrive through upload or the API and follow the same path.

• Shared inboxes watched and attachments filed to the right shipment
• New shipments opened automatically from new references
• Upload and API intake for documents from portals and ERPs
• Duplicates and re-issued versions recognised

Every shipment goes through the checks your documentation team would otherwise do by hand. Sail confirms the required documents are there, that totals add up inside each document, and that weights, quantities, values and references agree across the invoice, packing list, B/L and certificates. It also checks extracted values against your own master data, such as valid material codes and supplier records, which catches the errors that look right on paper.

• Required documents checked per lane and supplier
• Totals and line items checked inside each document
• Weights, quantities, values and references matched across documents
• Material codes and parties checked against your master data

When a check fails, Sail turns the finding into a task with an owner, comments and a status the whole team can follow. Critical checks hold the shipment, so nothing moves on to your customs software or ERP until someone has fixed the problem or signed it off. Where a supplier or 3PL has to correct a document, Sail drafts the email for you, listing each discrepancy with the values it found on both documents, and your team reviews it and sends it.

• Each finding assigned as a task with comments and status
• Critical checks hold the shipment until they're resolved
• Correction emails drafted for suppliers and 3PLs
• Every edit and approval logged with who made it and when

Each entity or market gets its own workspace and users, and an admin view sits across all of them, so a central documentation team can follow every market from one place. Reports show failure rates, the most common issues and the suppliers behind them, which is where the conversation about fixing documents at the source usually starts.

• Separate workspace and users for each entity or market
• Admin view across every entity
• Failure rates and common issues by supplier
• Ready, held and pending shipments at a glance