Features

What’s included

Organised by the outcomes an owner buys — not by software modules.

Owner outcomes

01

Lifecycle visibility

Know where every export order stands without calling across the office.

  • Eleven-step lifecycle on every export order
  • One list with colour-coded stages
  • Bulk stage updates when several orders move together
  • Stopped orders remain visible as earlier steps

02

Connected paper trail

Details travel forward so the same particulars are not re-typed at every stage.

  • Enquiry → quotation → export order chaining
  • Proforma, packing list and invoice created from what already exists
  • Quotation marked converted and enquiry marked as a deal when the order is raised
  • One order holds the documentary history end to end

03

Documentation discipline

Commercial documents stay with the shipment they belong to.

  • Buyer PO uploaded to the order as a PDF
  • Trade documents organised by document type, viewable and downloadable
  • Packing lists built box by box
  • Proformas, packing lists, invoices, quotations and orders print as PDFs with your organisation’s details
  • Shipping bill and airway bill numbers and dates recorded on the order
  • Container details and a tracking link supplied by your forwarder

04

Payment and closure visibility

Follow money and paperwork through to the last step — bill regulated.

  • Payments recorded against the order with full history
  • Letter of credit details on the order (reference, bank, amounts, issue/expiry)
  • LC locked once utilised or expired
  • Bill-regulation closing record with supporting documents
  • Orders that have not reached bill regulated stay visible as outstanding

05

Buyer currency and INR clarity

Quote and invoice the way the buyer pays — without losing the rupee picture.

  • Quote and invoice in the buyer’s currency
  • Live exchange rates fetched when you enter the transaction
  • Every amount held in that currency and in rupees
  • Applied rate and its date saved on the document

06

Permissions and operational control

Give the team visibility without giving everyone the ability to change everything.

  • Named user logins and roles
  • Screen-wise rights to view, create, edit or cancel
  • Permissions enforced by the system on every action — not only hidden buttons
  • A stated reason required when key records are edited
  • Sessions expire automatically
  • Cancellation requires its own permission and keeps the record visible

07

Supporting procurement and import

Cover the wider house without diluting the export centre.

  • Purchase requisitions convert into vendor quotations
  • Import orders with their own lifecycle
  • Import payments recorded against each order
  • Import Incoterms and shipment modes, including sea, air, road, rail, courier and multimodal

Setup

Trade data you set up once

Products with HSN codes and units. Clients and vendors with GST numbers captured and format-checked. Ports, payment terms, document types, currencies and tax slabs. Document numbers issue themselves, with the restart rule you choose — including by financial year.

These are proof of domain fit, not the reason to buy.

Questions about fit

See the capabilities on a full demo order

Book a free demonstration and we will walk the working system end to end — not a feature checklist on slides.