Proforma
From the order.
Customer path from enquiry to payment
Goods going abroad: documents, carrier, tracking in one place
In sales abroad documents travel with the goods: proforma, commercial invoice, packing list and origin-related documents are needed. The system produces these documents from the order, links carrier and tracking number to the record, prepares the foreign-currency invoice and shows the status until payment arrives.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Documents
When the order is confirmed the proforma invoice, then the commercial invoice and packing list, are produced from the same items. Weight, number of packages and origin information come from the item card; documents are sent as PDF by e-mail to the customer and carrier.
Customs declaration and export permits are handled by a specialist or customs broker.
Shipment and collection
Carrier and tracking number are entered on the record and the status answers a customer question at once. The invoice is issued in EUR or USD, when payment arrives the exchange difference is calculated and a reminder is raised for overdue receivables.
Commercial terms such as Incoterms and letters of credit are clarified in the contract.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
For exports from Switzerland the EU and Middle East are the most common markets and documents are prepared in several languages. The system produces documents in four languages and also in English; the company and its specialist make the current assessment of customs, origin and export-control rules.
Frequently asked questions
In which languages are documents produced?
German, French, Italian and English; the language is chosen per customer.
Is the customs declaration made in the system?
No; the system prepares the documents, the customs specialist makes the declaration.
Related topics
Trade documents
Trade software: preparing proforma, delivery note, commercial invoice and packing list. For Swiss export and import. Quote by e-mail.
Learn moreCurrency and rates
Trade software: CHF, EUR and USD prices and invoices, rate records, exchange-difference reports. For Swiss foreign trade. Quote by e-mail.
Learn moreShipment tracking
Trade software: shipment status, carrier, tracking number and customer notice. For Swiss wholesale and foreign trade. Quote by e-mail.
Learn more