See how one export order stays connected.
Start with an enquiry, prepare the documents and keep payment and shipping records with the order. Your team can open it and see what has been recorded.
See the stage every order has reached.
The order list shows the stage recorded against each order. Open the one you need to discuss and see its latest update without asking anyone.
See the order stages
- Order received
- Processing
- Proforma
- Payment
- Packing
- Invoice
- Airway / shipping documents
- Dispatch
- Shipping bill recorded
- Bank documents
- Bill regulated
“Bill regulated” is the final closure stage in the software. Cancelled orders have a separate status and remain in the records.
Illustration of records kept with an export order.
Find the records for one order.
Documents
Supporting papers stay attached to the order and can be viewed or downloaded.
Payment records
Recorded payments and letter-of-credit details sit against the correct order.
Shipping references
Shipping references stay connected to the order they belong to.
Carry order details forward.
Create the quotation from the enquiry, the export order from the quotation, the proforma from the order and the invoice from the proforma. Keep the packing list attached to the export order.
Confirmed scope
Check what is included today, what we will confirm with you in the demo, and what this software does not do.
| Included | Confirm during demo | Not provided |
|---|---|---|
| Order status tracking through the recorded stages | Accounting software integration | Finding overseas buyers |
| Document chain from enquiry to invoice, with packing list attached | Bringing across your existing records | Export-business training |
| Payment and letter-of-credit records against the order | Purchase and import workflow details | Customs document filing |
| Shipping references and user permissions | Setup and commercial terms | Live carrier tracking |
See the workflow on a sample order.
Request a free demo and ask about the way your team works today.
Request a Free Demo