For firms that ship abroad. One file per shipment, holding every document and every date the bank and the broker will ask for.
A shipment abroad is a document set with goods attached. Everything below is about keeping the two in agreement.
The proforma, the order, the packing list, the customs paperwork, the bill of lading and the bank documents sit on the same file. Nobody opens four folders to answer where a shipment stands.
The proforma, the commercial invoice and the packing list all come from the same order lines. A net weight typed once stops disagreeing with itself across three documents, which is where most rejections start.
Which order lines go in which container, at what weight and what volume, decided on screen rather than on the loading bay. What did not fit stays on the file as an open quantity.
Freight, insurance, brokerage and bank charges go onto the file they belong to. You read the margin on that container instead of waiting for the month to close and averaging it.
The latest shipment date, the presentation period and the expiry are on the file and the system raises them while there is still time to act. A letter of credit is lost on a calendar, not on a quality problem.
Price lists are held per buyer and per currency, and the rate used on a document is stored with that document. A quote from March can still be read in the terms it was given in.
Both situations are routine for us. Tell us which one applies and we will shape the first call around it.
The process runs in five steps, in the same order on every project. You can stop after any of them.
You tell us what you ship, where to, and on what payment terms. We ask a few questions and say whether this is a job worth doing. If a ready-made product already covers it, you hear that on the same call.
We go through the detail together. Which documents your shipments actually need, who prepares them today, which accounting program you use, how your broker and your forwarder expect to receive data, and who logs in.
You receive a document that states what will be built, in what order, on what timeline, and at what cost. You read it before anyone signs anything.
The agreed scope becomes a signed contract. The confidentiality and intellectual property terms are set out in the same document, rather than in a separate one or at a later stage.
Work starts and we deliver at regular intervals. A preview environment goes up within the first week, so you follow progress in the application itself rather than in a status report.
You do not need the technical side to judge this. Here is what changes on the business side.
A set returned by the bank or the broker costs days and sometimes the credit. Most returns are a figure that disagrees between two papers, and that stops happening when both are produced from one record.
Once freight, insurance and brokerage sit on the file, the shipment that lost money is visible as itself rather than hidden inside a good quarter.
The last price given to that buyer, the terms behind it and the freight it was based on are already on record. The quote is edited rather than rebuilt from a colleague's mailbox.
Where the container is, which documents went out, what is still open. When the buyer can see their own file, your office answers that once instead of every morning.
A refund claim or an inspection asks for a complete set from a shipment two years ago. When the file kept them, that is a morning of work rather than a week of searching.
Which document goes out when, and what has to be checked before it does, is written into the system rather than carried by whoever has done it for nine years.
The questions to put to anyone who offers this work, and the commitments we make on each of them.
Two exporters in the same trade rarely need the same papers, because the destination and the payment term decide them. We read the sets you actually send before drawing a single screen.
With a handful of shipments a year and one person preparing them, a system costs more than it returns. We would rather say that on the first call than sell it.
Invoices and stock live in the program you already run. We connect to it rather than asking you to move, and we check during the review that the connection is possible.
You know the scope, the timeline and the price before you commit. We would rather lose the project at the scoping stage than argue about what was included halfway through it.
Who owns the code, and whether we may name the work as a reference, are both settled in the contract before the first line is written.
The server, the domain and the data stay in your name. We work with access you grant and can withdraw, so leaving us never means losing your shipment history.
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An export shipment is held together by paper. The buyer reads the proforma, the bank reads the credit, the broker reads the declaration and the carrier reads the bill of lading, and every one of them is looking at a version of the same twelve facts. Where those twelve facts live in four places, somebody spends their week keeping them in step, and the week they miss something is the week a container waits at the port.
What a system should own here depends on where your work begins. Where the order is placed by a buyer who orders the same goods repeatedly, that side belongs with wholesale management software and the export file picks it up from there. Where the goods move to customers by road and the question is which vehicle is where, that is shipment tracking instead. Which of those your project really is becomes clear on the first call.
Tell us what you ship and on what terms. If a ready-made product already covers it, you will hear that on the first call.
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