Purchasing & Supply
Proforma, order, supplier card and goods receipt setup.
Cost and deadlines stay visible while the shipment is in transit
The file opens the moment an order is confirmed; shipment, paperwork, customs and cost items become its steps. A step running behind shows up in the record, so the customer never hears about it at the last minute.
Import and export run with file discipline
Foreign Trade
This solution gathers the order, the shipment, the paperwork, the customs step and the cost items in a single file. Operations tracks the shipment's step, finance tracks the file's cost, and sales tracks the customer's deadline, all from the same record. Businesses running their own import or export use it. What matters is not how many countries you trade with but how many files sit open at once; the more files and cost items pile up, the more this setup pays off.
The file opens with the order and stays tracked to closing
Tracking runs in seven steps. Each step has an owner, and each step leaves a record on the file; the next step continues from that record.
The order is confirmed
The purchasing or sales representative enters the proforma, the product, the quantity and the parties; an order record forms, and the payment terms and deadline sit on that record.
The file opens
The foreign trade lead opens the file from the confirmed order; the file record carries the product, the parties and the deadline as its identity, and every following step writes onto this same record.
The shipment is tracked
The operations lead updates loading, arrival and delivery dates; the shipment record shows what stage the cargo is at, so nobody needs to call the carrier to find out.
Customs and documents are completed
The declaration, bill of lading and packing list from the customs broker attach to the file; the document record holds them with their attachments, so nobody has to dig through email.
Cost posts to the file
Finance enters the goods value, freight, insurance, customs duty and exchange difference as line items; the cost record updates with every entry, so unit cost never waits for month-end.
Goods are received
The warehouse lead counts the incoming product and logs the receipt; the stock record links to the file, and goods in transit convert to warehouse stock. On an export file, this step closes with customer delivery instead.
The file closes
The foreign trade lead closes the file; the closing record shows the sale amount and the accumulated cost side by side on the same screen, and the real margin becomes the basis for the next pricing decision.
What Do You Gain?
A closing with no surprises, deadlines managed early
Know unit cost before closing
Freight, customs and exchange difference get logged item by item on the file, so you stop guessing at the sale price; month-end holds no surprises.
Manage the deadline early
The moment a step starts running behind, it shows up in the record; you talk to the customer and adjust the plan instead of leaving it to the last minute.
The file does not depend on one person
Steps, documents and cost sit in a shared record; whoever looks at it sees the same status, and the file keeps moving even when the person handling it changes.
The products that carry foreign trade
These products carry the import and export file together. Banking and e-document connections plug into your existing setup; shipment, paperwork and cost build up on the same file, so the margin is ready at closing.
Inventory
Goods-in-transit view, warehouse receipt, lot and serial tracking.
Accounting & Finance
Foreign currency, letters of credit, payment terms, cost items and exchange differences.
Sales & CRM
The export order's sale amount and the customer's delivery terms sit on the file; the real margin at closing gets calculated from this record.
Frequently Asked Questions
Which costs and dates belong on the same foreign-trade file?
Proforma, order, freight, insurance, customs and other charges stay with payment, shipping and delivery dates. The file can then compare planned value with actual landed cost at closing.
Which teams use Foreign Trade?
Foreign trade operations, purchasing, finance, warehouse and management. Each role works in its own area of the shared trade file, so dates, costs and payment status are not maintained in separate lists.
How is foreign currency and exchange difference tracked?
Orders and invoices are kept in their own currency. Letters of credit, transfers and terms sit on the file's finance line. Exchange difference is logged as a cost item, so it sits inside the real cost at closing.
Do our open files carry over?
Open files come into the system at their current step. Supplier cards, product cards and cost items move over in bulk, and the scope gets reviewed together as part of the migration plan.
Which business example shows Foreign Trade in use?
At Linea Pietra, an importer of exterior facade material, the import file moved onto the same record as the proforma, freight and customs items. Quotes stopped coming from outside the system, warehouse dispatch went through approval, and customer and price history now sit in a shared record.
How You Start
Let's map out your import and export setup together
Who opens the file, who tracks the shipment, who posts the cost items, and who works out the margin at closing: let's assess it together. See marqey in a demo close to your own file; together we decide which steps, documents and cost items you need.