Step 1 — Create or Import Trade Information
Start with business, customer, supplier and product information or use supported uploaded documents as a source for structured data.
Step 2 — Build the Commercial Transaction
Create and manage Purchase Orders, Proforma Invoices and Commercial Invoices.
Step 3 — Prepare Trade Documents
Use connected transaction information to prepare Packing Lists, Shipping Instructions and Bill of Lading drafts.
Step 4 — Prepare Customs Information
Manage relevant import/export and customs-preparation information, including preference, PVA, duty, tax and deferment data where applicable.
Step 5 — Manage the Shipment
Create quotes, bookings, container and shipment records and connect the physical shipment to the transaction.
Step 6 — Track and Manage Events
Connect tracking information and shipment events to the relevant shipment context.
Platform insight
Connected workflows keep commercial, documentation, customs and shipment information in one trade context.
The Principle Behind the Workflow
Enter validated trade information once and reuse it across connected stages wherever the platform supports that workflow.
The goal is to reduce unnecessary repetition and keep the transaction understandable as it moves from commercial activity into documentation, customs and logistics.