Proforma
From the order.
Customer path from enquiry to payment
Goods going abroad: documents, carrier, tracking in one place across Italy
Before starting we define goals, users and priorities together, so every feature has a reason and the budget stays under control. Teams in Turin, Genoa, Verona and Brescia get the same fixed-scope approach and one contact who replies within a working day. 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.
- Italian, English
- e-invoices and EUR
- 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.
Italian-specific points
For exports from Italy the EU and Middle East are the most common markets and documents are prepared in several languages. The system produces documents in Italian and English 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?
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.
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