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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

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

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。

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