The checklist tab enlists all the documents that are required for your orders. The checklist tab in the order allows you to track the status of the various documents required for an order.

Customers who export or import goods from countries where the customs departments of those countries demand specific documentation must include those documents in advance of the shipment in order to pay customs fees. In these situations, the checklist tab is crucial in monitoring the submission of the necessary documents to the appropriate department.

The date, original, and copy fields allow you to update the status and specifics of the actions taken on these documents. The date that the document was sent or received is recorded in the date field. The original and copy fields, which are also printed on the document during printing or sending, indicate how many originals and copies of the document are needed.

Additionally, you can use the various checkboxes to set the document’s status. The print checkbox displays that the document has been printed. The done checkbox indicates that the document has been sent to the intended receiver (relation). And the not applicable checkbox is checked in case the document is not applicable for the order.

Apart from the default added documents, you can also add new custom documents specific to the order or a relation associated with the order using the “+Document” button. Similar to other default documents, you can keep track of the status and actions taken for these documents.

The checklist tab thus allows you to manually keep track of the status and actions taken for each document and make sure all the documents required for the order are mailed/printed.