Export Management
Create, manage, and track export documents from quotation through to final shipment documentation — all within a single workspace.
Reduce document processing time by up to 40% with automated generation and streamlined approval workflows.
Key features
Proforma Invoice Creation
Generate professional proforma invoices with customer details, Incoterms, and payment terms.
Certificate of Analysis
Create COA documents with configurable parameters and test results for each shipment.
Bill of Lading Draft
Prepare BL drafts with shipping line details, containers, and cargo descriptions.
Pre-Shipment Documents
Generate packing lists, commercial invoices, and inspection certificates.
Post-Shipment Documents
Finalize invoices, certificates of origin, and beneficiary certificates.
Status Tracking
Monitor document status from Draft through Approved, Shipped, Final, and Cancelled.
Detailed guide
Proforma Invoice
The proforma invoice is the starting point for most export transactions:
- Navigate to Export Management and select Proforma Invoices
- Create a new proforma invoice and select the customer
- Add product line items with quantities, unit prices, and totals
- Set Incoterms, port of loading, and port of discharge
- Specify payment terms and validity period
- Review and save
COA
The COA module allows you to define quality parameters and record test results for each shipment. Parameters can be configured globally and reused across shipments, ensuring consistent quality reporting.
BL Draft
Create BL drafts with shipping line information, vessel details, container numbers, seal numbers, and cargo descriptions. Drafts can be shared with freight forwarders for verification before finalization.
Status Lifecycle
| Status | Description |
|---|---|
| Draft | Initial creation, editable, not yet finalized |
| Approved | Reviewed and approved by authorized personnel |
| Shipped | Cargo has been loaded and shipped |
| Final | All export documents are finalized and issued |
| Cancelled | Transaction cancelled, documents archived |
The proforma invoice is the starting point for most export transactions:
- Navigate to Export Management and select Proforma Invoices
- Create a new proforma invoice and select the customer
- Add product line items with quantities, unit prices, and totals
- Set Incoterms, port of loading, and port of discharge
- Specify payment terms and validity period
- Review and save
Best practices
Always verify customer details and credit terms before issuing proforma invoices
Use the COA template system to standardize quality reporting
Keep BL drafts in sync with actual shipping line documents
Regularly review the export pipeline for pending approvals