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Order-Centered Trade Dashboard

Customer, sales order, linked Chinese purchase order, booking, documents, accounts and samples.

Customers3812 active buyers
Orders94 in production
Documents6Need review
Payments3Pending balance
Profit$18.6kThis month

Main Workflow

Keep the first version focused on the order and document workflow.

1
Create CustomerCompany, contacts, country, address, owner and product interest.
Sales
2
Create Sales OrderCustomer, product, quantity, unit price, total value, destination port and payment terms.
Order
3
Generate Chinese Purchase OrderSupplier, purchase product, VAT invoice, packaging, label, pallet and delivery date.
Purchase
4
Booking / ForwarderForwarder, freight, domestic transportation, VAT, invoice, POL, POD, ETD and ETA.
Shipping
5
DocumentsCI, PL, COO, COA, customs value, buyer and seller.
Docs
6
Accounts and ProfitCustomer payment, supplier payment, forwarder payment, packaging cost and reminders.
Accounts

Today

Simple reminders only.

Create linked Purchase OrderSO-20260520 needs Chinese PO confirmation
Purchase
Confirm booking ETAForwarder: DHL Global Forwarding
Shipping
Balance payment reminderUSD 8,400 pending from customer
Accounts

Customers

Create the customer first, then use the customer record to create sales orders and samples.

Create Customer

Minimum customer information for the MVP.

Recent Customers

Company-owned customer records.

Products

Maintain product names, HS codes, units, packaging and required quality documents.

Samples

Sample requests before orders: address, courier, tracking number and follow-up date.

Sample Request SR-20260518

Use sample records to convert customers into sales orders.

In Transit
CustomerBangladesh Feed Mills Ltd.
ProductFeed Pellet Binder
Quantity1 kg
CourierDHL
Tracking NumberDHL-8892-2026
Follow-up Date2026-06-12
AddressHouse 12, Industrial Area, Dhaka, Bangladesh

Sample Follow-up

Keep a clear next action after sample delivery.

Confirm sample receivedDHL ETA: 2026-06-10
Soon
Ask for test feedbackFollow-up date: 2026-06-12
Sales
Create quotation if acceptedTarget: 20MT first order
Next

Forwarder / Booking

Track forwarder, freight, domestic transportation, VAT, invoice, POL, POD, ETD and ETA.

Booking BK-20260520

Linked to SO-20260520 and PO-20260520-CN.

Booking Pending
ForwarderDHL Global Forwarding
FreightUSD 1,680
Domestic Transportation FeeRMB 2,000
VATRMB 260
InvoiceForwarder invoice pending
POLQingdao
PODAntwerp
ETD / ETA2026-06-22 / 2026-08-02

Shipping Tasks

Booking must confirm package, pallet and loading plan.

Confirm container loading20MT, CP3 pallet if required
Check
Upload loading photosRequired before shipment close
Docs
Forwarder paymentInvoice needed for Accounts
Pending

Documents

Prepare CI, PL, COO, COA, customs value, buyer and seller from the sales order.

Document Data for SO-20260520

One document source linked to sales order and booking.

Preparing
CICommercial Invoice ready from SO value
PLPacking List needs final gross weight
COOCertificate of Origin required
COACOA draft from supplier pending final QC
Customs ValueUSD 12,800
BuyerManuchar Agro
SellerGreen Agrochem International Trade Co., Ltd.

Document Checklist

Documents / Shipping role controls this checklist.

Commercial InvoiceBuyer, seller, customs value
Ready
Packing ListWait for pallet / container loading data
Waiting
COO / COAOriginal documents and quality data
Prepare

采购管理

从销售订单同步采购需求，跟踪供应商确认、包装、托盘、交期和采购付款。

采购需求73 个待确认
采购订单52 个生产中
待确认包装4品牌袋 / 托盘
供应商付款2尾款待付
交期风险1需要采购跟进

采购订单 PO-20260520-CN

由销售订单 SO-20260520 自动生成，中文给采购团队和供应商使用。

待供应商确认
关联销售订单SO-20260520
供应商科林化工有限公司
采购产品木质素磺酸钠
采购数量20 MT
采购价格RMB 3,200 / MT
增值税发票需要 13% 增值税专用发票
交货日期2026-06-15
采购付款状态待付定金
包装要求25kg PP 编织袋，PE 内袋
标签要求客户品牌袋，生产前必须确认版面和唛头
托盘要求如客户确认则使用 CP3 托盘，发货前上传托盘照片

采购订单状态

采购、生产、质检、发货前确认。

1
待供应商确认价格、数量、交期、包装能力。
当前
2
已确认供应商确认后锁定采购内容。
下一步
3
生产中跟踪生产进度和质检。
计划
4
待发货上传包装、托盘、装柜照片。
物流

供应商报价比较

推荐供应商不只看价格，也看质量、交期、包装准确性和历史投诉。

供应商报价交期质量等级历史投诉包装能力推荐
科林化工有限公司RMB 3,200/MT7 天A无品牌袋 / 托盘推荐
山东汇丰助剂厂RMB 3,100/MT15 天B有普通包装谨慎
河北绿源材料RMB 3,350/MT5 天A无品牌袋 / 照片配合可选

供应商管理

维护供应商联系人、可供产品、增值税发票、付款方式和质量等级。

Accounts

Customer payment, supplier payment, forwarder payment, package / pallet cost, profit and reminders.

Payment Links for SO-20260520

Accounts can see the full payment chain around one order.

Customer PaymentTotal USD 12,800 · Deposit USD 3,840 received · Balance USD 8,960 pending
Reminder
Supplier PaymentPurchase cost RMB 64,000 · Deposit RMB 19,200 due
Due
Forwarder PaymentFreight USD 1,680 · Domestic transportation RMB 2,000 · Invoice pending
Check
Package / Pallet CostPackage RMB 2,400 · Pallet cost to confirm after customer decision
Confirm

Profit Calculation

Sales revenue minus all linked costs.

Sales RevenueUSD 12,800
Purchase CostRMB 64,000
Forwarder CostUSD 1,680 + RMB 2,000
Package / Pallet CostRMB 2,400 + pallet pending
Payment ReminderBalance due after B/L copy
Gross ProfitUSD 2,860 preview

Admin

Role-based access for the MVP workflow.

AdminAll modules, user management, role settings and activity logs.
All Access
SalesCustomers, samples, sales orders, PI / SC and customer follow-up.
Sales Data
PurchaseChinese purchase orders, suppliers, purchase cost, package, label, pallet and delivery date.
Purchase
AccountsCustomer payment, supplier payment, forwarder payment, profit and reminders.
Accounts
Documents / ShippingBooking, forwarder, POL, POD, ETD, ETA, CI, PL, COO and COA.
Shipping