Import Export CRM
In a firm that both imports and exports, the same product is priced twice: once when it is bought from the supplier and once when it is sold to the customer. Because the freight, customs and demurrage items in between are only settled later, the real cost is not yet known when the sale price is given.
A shipment batch is a record with its own line items; freight, customs duty and demurrage invoices are added to those lines as they arrive, and the batch's cost is read from the total.
- Keep the samples and quotes coming in from several overseas suppliers for the same product on a single comparison
- Run every shipment batch on its own record, and add the freight, duty and demurrage items to the batch's lines as they arrive
- Follow which customer the arriving goods were allocated to from the batch record, and match them with waiting orders
- Gather the correspondence, the documents and the payment schedule on both the supplier and the buyer side under the same accounts
| Supplier Comparison | Every overseas supplier is an account record; the sample result, the lead time and the minimum order quantity sit in its fields. |
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| Shipment Batch | A batch is a record with its own line items; freight, customs duty and demurrage are added to those lines, and the cost is read from the total. |
| Allocation | Arriving goods are tied to customer orders under the batch record; which quantity was set aside for whom is seen from that link. |
| Document File | The invoice, the packing list and the bill of lading are attachments on the batch; a missing document is visible from the record's checklist. |
An import file starts with the search for a supplier: samples and prices are requested from several factories for the same product, one with a long lead time, another with a high minimum order quantity. Once the decision is made, the cost of the file arrives piece by piece — freight after loading, customs duty after the declaration, and demurrage for as long as the goods wait at the port. The price has already been given to the sales side; what was actually earned on which batch only comes out once all the invoices are in, months later.
Rapitek CRM keeps the supplier and the buyer as separate account records and links the two through the same batch; the sample request, the quote comparison and the order approval are steps in that chain. As freight, duty and demurrage items are added to the batch's lines, the cost of that batch is updated, and which customer the arriving goods were allocated to is read from the same record. We build the connection to your customs broker's or your freight forwarder's system; there is no out-of-the-box module, its scope is defined in the project and it is built over the REST API.
The scope of the plans and the separately priced items are written on the pricing page.
