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

Generate PICustomer, product, quantity, unit price, total value, destination port and payment terms.

PI

3

Generate Chinese Purchase OrderSupplier, purchase product, VAT invoice, packaging, label, pallet and delivery date.

Purchase

4

Production → Booking / ShipmentProduction done, forwarder, freight, POL, POD, ETD and ETA.

Shipping

5

DocumentsCI, PL, COO, COA, customs value, buyer and seller.

Docs

6

Customs DeclarationDeclaration status, broker, declaration no., export port and release follow-up.

Customs

7

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

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