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File study: packing list to audit ZIP on one export

How an export file in Customer Flow holds commercial papers, stock holds, and the trail a bank or auditor asks for — without a shared folder named final.

Trade desk with a packing list, bill of lading, and a laptop open to a dark operations workspace
The live file sits on the same desk as the papers: request, approve, record, and audit.

The problem on the desk

Outbound jobs split across a packing list in email, a commercial invoice on a desktop, and stock in a workbook. When a bank or auditor asks which papers matched the goods, nobody can show one record.

What the file holds

  1. Step 1

    Reuse the buyer and templates

    The next export is faster because partners and document templates already exist. You do not retype the commercial terms.

  2. Step 2

    Hold stock on the same file

    Allocation lives on the export, so you do not sell the same lot twice while papers are still circulating.

  3. Step 3

    Hand over the trail

    Audit is who, what, and when on this job — not a screenshot of a chat. The ZIP is the papers plus that trail.

When the file closes

The export file holds the buyer, packing list, invoice, and stock hold. When the job closes, Customer Flow can pack the vault — papers plus the trail — so the handoff is one download.

How an export file moves

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