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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

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

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