Company Documents & PDFs

Set up your company letterhead, find available operational documents, and print single or multiple A4 pages.

Create A4 documents from your orders, shipments, stock records, production batches and quality records. Set up your company identity once, then use the PDF actions on the relevant screens.

Set Up Your Letterhead

Open Workspace settings → Documents. If your settings screen already shows the organization tabs, select Documents.
Enter your legal company name and company / shipper address. Add contact details, registration number and tax / VAT number where applicable.
Upload your company logo. PNG, JPEG and WebP files up to 5 MB are accepted. The app prepares a smaller PNG for printed documents; highly detailed images may need to be reduced first.
Choose an accent colour and either Corporate or Traditional typography. Add an optional footer note.
Check the A4 preview and Preview multiple pages, then select Save document settings.

Preview uses sample information and can show unsaved changes. Saved settings apply to newly generated documents. Previously downloaded files are not changed. Updating company details requires the Settings Update permission; workspace administrators can help if you cannot save.

Your company name and logo appear in the letterhead. The accent colour is used for the header rule, while body text stays dark for readable printing. Registration and tax identifiers are displayed as entered.

Available Documents

Available screens and actions depend on your workspace features and permissions. Documents contain the information recorded in that workspace.

Document	Where to find it	What it is for
Order summary / quotation	Orders → open an order → Order documents	Review the recorded products, quantities, prices, customer and order terms. A quotation or summary is not a tax invoice.
Packing list	Open an order → shipment → Packing list / PDF	Check the shipment contents, lots, expiry dates, quantities and recorded package details before dispatch.
Delivery note	Open an order → shipment → Delivery note / PDF	Provide a shipment record with space for dispatch and receipt signatures. Printing alone does not confirm delivery.
Picking list	Open an order → picking guide → Picking list / PDF	Give warehouse staff the active allocations, lots, locations and quantities to pick. Review pending quantities separately.
Goods receipt	Inbound → receipt PDF action	Keep a printable record of a received lot, supplier, quantity and recorded receipt details.
Stock movement	Stock movements → open transaction details → PDF action	Review the recorded movement, quantity, locations and available references.
Production batch record	Production → open a batch → PDF action	Review the batch status, planned quantities, recorded scrap and material traceability.
Inspection report / certificate of analysis	Quality control → open an inspection → PDF action	Review recorded test specifications and results. Completed inspections use the certificate of analysis title; other statuses use inspection report.
Non-conformance report	Quality control → non-conformance reports → PDF action	Share the recorded issue, investigation, corrective action and preventive action.
Academy completion certificate	Academy → certificate after completing the curriculum	Print the saved certificate reference, completion date and curriculum. IEMSuite Academy remains the training provider.

Print or Save a PDF

Select the document action on the record you want to print. Allow pop-ups for IEMSuite if your browser blocks the new window.
The document opens in a separate window and requests the print dialog automatically.
Choose your printer, or Save as PDF. Use A4 paper, 100% scale and turn off the browser's own headers and footers to avoid adding its URL and date over the document.
If you cancel, the document stays open. Use Print / save PDF at the top to try again. Your original inventory screen stays open too.

Multiple Pages

Long documents are divided into A4 pages. Each page repeats your company letterhead, document title, reference and page count. Table headings repeat when a table continues onto another page. Long text is continued onto the next page instead of being cut off.

Information to Check

Company details: legal name, logo, address, contact details and any identifiers you need to display.
Order and customer: customer name, delivery address, order reference, quantities, units, prices, currency and terms.
Shipment: carrier, tracking, ship date, lots, expiry dates, package count and recorded weights. Check the unit printed beside every measurement.
Physical packages: confirm actual contents, net weights, marks and package-to-item mapping. The generated packing list does not supply information that has not been recorded.
Quality records: inspection status, test specifications, results, inspector and lot references. Missing values are not invented.

A generated document is a snapshot of the recorded information. It does not sign, approve, dispatch or close the source record. An internal certificate of analysis does not establish laboratory accreditation or regulatory certification.

Invoices and External Documents

Order summaries and quotations are operational documents. IEMSuite does not turn them into issued tax invoices or country-specific electronic invoices. For tax invoicing, use your accounting or invoicing system.

You can attach an existing PDF, PNG or JPEG to a shipment, up to 20 MB. The available document categories are Packing List, CUSMA, Commercial Invoice, BOL and Other. Selecting a category stores an externally prepared document; it does not generate or certify that document.

For international shipments, check the destination requirements with your carrier or customs adviser. A packing list alone may not include all required customs information. Commercial invoice values, origin statements and transport documents may need to be prepared outside IEMSuite.

Organization Settings Billing & Plans