Export Management CEO / Admin
Manage the complete export cycle: orders, official documents, customs compliance, and shipment tracking.
Access
Sidebar → Export Management
Route: /dashboard/export-management
Export Orders
Order List
Tabular view of all export orders with status filtering and search.
| Field | Description |
|---|---|
| Reference | Unique order number |
| Customer | Buyer name |
| Destination | Destination country and port |
| Incoterm | Delivery rule (FOB, CIF, etc.) |
| Status | DRAFT → CONFIRMED → PROCESSING → SHIPPED → DELIVERED |
| Amount | Total value in currency |
Creating an Order
- Click New Export Order
- Enter the customer, country of origin, destination country, port, and Incoterm
- Add product lines with HS codes, quantities, and unit prices
- Save as draft or confirm directly
Export Documents
Automatic Generation
From the order detail page, generate official documents in PDF format:
| Document | Description |
|---|---|
| Commercial invoice | Amounts, payment terms, Incoterm |
| Packing list | Package details, weights, and dimensions |
| Certificate of origin | Attestation of country of production |
| Phytosanitary certificate | Sanitary compliance for agricultural products |
| Bill of lading | Maritime transport document |
Official Stamp
Generated documents include a space for the official stamp and signatures.
Customs Compliance
HS Code Search
The module includes a Harmonised System (HS) code database for tariff classification.
- Search by keyword or code
- Display of applicable duty rate
- Compliance check
Customs Declarations
Create customs declarations linked to an export order:
- Customs office
- Reference number
- Attached documents
- Notes
Shipment Tracking
Shipment Tracker
Track each shipment in real time:
| Field | Description |
|---|---|
| Carrier | Name of the shipping company |
| Vessel | Ship name |
| Voyage number | Journey reference |
| Port of departure | Port of loading |
| Port of arrival | Destination port |
| Container | Container number and type |
| Dates | Estimated departure / Estimated arrival |
| Status | BOOKED → LOADED → IN_TRANSIT → ARRIVED → DELIVERED |
Timeline
The visual timeline displays the progression of each order through the workflow stages.
Integration
The Export module integrates with:
- Sales & CRM: Convert a customer order into an export order
- Production: Track exported production batches
- Inventory: Deduct stock at the time of shipment
- Accounting: Automatic journal entries
Permissions
| Role | Access |
|---|---|
| Admin / CEO | Full access (CRUD + approval) |
| HR Administrator | Read-only |
| Manager | Read + create |
| Supervisor | No access |
| Employee | No access |