Selling goods
Buy abroad, clear customs, sell locally or export: shipments, landed cost, letters of credit and foreign currency.
Made for Import and export companies and general trading firms
Start with the Importer, exporter and trader setup All business types
Already have a workspace? Open Settings, then Business type, and add this setup to it.
TAX INVOICE
Thank you for your business.
Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
From the purchase order to the goods in your warehouse and the supplier paid.
From the buyer's order to the money received in your bank.
Claim from the insurer or the carrier when goods arrive damaged or short.
Check and approve a new supplier before the first order.
Handle a complaint from the first message to the follow-up call.
Collect an unpaid balance step by step, from the first statement to a final decision.
These start as templates. Turn on the ones you want and they appear on the right day.
| Shipment tracking round | Every week | Check every shipment on the way and tell the buyers. |
|---|---|---|
| Check letters of credit and bank guarantees | Every week | Make sure nothing expires before the shipment is done. |
| Post landed costs for arrived shipments | Every week | Add freight, duty and clearing to the stock cost. |
| Update exchange rates | Every week | Enter the rates you use for foreign currency. |
| Plan supplier payments in foreign currency | Every week | Plan transfers so that you pay on time and at a good rate. |
| Customs and licence check | Every 3 months | Check import and export licences, certificates and registrations. |
| Count stock in every warehouse | Every month | Compare warehouse stock, stock in transit and the books. |