General

The introduction of foreign trade software management system is mainly to improve the work and management efficiency of foreign trade enterprises and reduce costs. The system can provide a series of complete process management from inquiry, quotation, sales contract, purchase contract to goods packing, goods customs declaration, invoicing notice, water bill claim, and corresponding perfect management solutions. The following are the functional highlights and key points of Huacheng Chuangzhi Foreign Trade Software System.

Highlight 1: stand-alone version and network version. More than 3 people form the network version. The data is on the server, and the client does not store the data itself. Two super users are provided: A and B. Among them, A is mainly used to add personnel and personnel permissions; B is mainly used to define the modules and permissions for personnel to use the software.

Highlight 2: company address. Support the management of multiple companies' heads, and the statistics of each company will not affect each other, including the management of offshore accounts.

Highlight 3: customer management. After confirmation, customer information cannot be modified casually to prevent incorrect modification of customer information; Customer classification, risk control, and once the risk range is set, the system will automatically remind you if you want to execute the contract once it exceeds the set range to help enterprises avoid risks; The shipping address can be called for the document. When selecting a customer, the shipping address will be automatically retrieved to reduce repeated entry; View the cumulative trade volume of a customer in which year; The list is convenient to query and view the customer audit status, and the status is distinguished by different colors; Filtering function, fuzzy query, easy to query customer or supplier information; Attachment function, which can input customer business card and other information into the system as an attachment; The transfer-out function is used to transfer the customer under the account to another person for tracking according to the change of the business representative.

Highlight 4: supplier management. In addition to the main information, there is also the factory review function (factory inspection).

Highlight 5: commodity management. Goods can be classified according to customers, trade regions, products, etc; Manage commodities through five codes (our company's article number, factory's article number, customer's article number, customs code, and bar code); Through image management products, it supports multiple image uploads, and does not compress images to ensure image clarity; The finished product information displays the sub-parts information of each product.

Highlight 6: Factory quotation: the system calls the product to generate a product inquiry and sends it to the factory. After the factory reports back the price, it can directly import or copy the price into the factory inquiry module, or query the price of the historical factory.

Highlight 7: External quotation: fast quotation is supported. After saving and recalculating, the export price will be automatically generated and the quotation will be generated quickly. According to the formula provided by the customer, we can quickly quote and calculate the factory price.

Highlight 8: Sales contract. You can double the contract from the quotation; Frequently change the product or add/reduce the product and quantity. Quickly change the contract through the change function. View the change record to see the difference of multiple changes. Use different colors to distinguish the view. See the cost estimate according to the sales contract, and use the cost estimate or cost measurement sheet as the basis for the leader's review.

Highlight 9: procurement contract. Purchase contracts can be generated from purchase plans or sales contracts, and the functions of document reversal and change are supported. Automatic statistics of purchase information, and automatic statistics during batch shipment, to prevent less purchase, more purchase, and missed purchase. Support one-to-many purchase, many-to-many purchase, one-to-one purchase, etc.

Highlight 10: contract progress tracking. Custom settings can be customized according to the customer's tracking node, including some basic contract information that can be automatically refreshed from the purchase contract or sales contract. In addition, the tracking nodes such as online time, completion time and inspection time are customized according to customer requirements.

Highlight 11: procurement plan.

Sales and purchase are separate. The system can automatically generate a purchase plan according to the sales contract, determine which products to purchase in which factory, select a factory, and then click Transfer to automatically generate a purchase contract. Similarly, we only need to supplement the delivery date and other information in the purchase contract. No need to make it again.

Highlight 12: Document production.

After the goods are ready, the documents will be made according to the goods preparation notice. The Huacheng Chuangzhi foreign trade software can generate four sets of document formats at one time through the system. For customs clearance, foreign exchange settlement, customs declaration and commodity inspection, it supports batch shipment or combined shipment, one-to-one, one-to-many, and many-to-many. Achieve the consistency of documents and documents to improve work efficiency. The details of non-shipment will also be automatically offset and can be queried. After entering the customs declaration button, in order to facilitate rapid customs clearance, you can automatically mix the data according to the customs code or product name, merge the data, and manually modify it to generate the packing list invoice for customs declaration.

Highlight 13: invoicing management.

According to the customs declaration form, purchase contract or invoice, data retrieval and invoicing notification can be carried out. The specific template can be designed according to customer requirements.

Highlight 14: inventory management.

Huacheng Chuangzhi Foreign Trade Software mainly includes three modules: warehousing management, outbound management and inventory query. The receipt can be directly retrieved from the purchase contract data, and the inventory cost can be managed by filling in the quantity and unit price amount of this receipt; Issue is based on sales, and data is retrieved through sales contract; Once in and out, the data offset of the inventory is formed. You can query the inventory and see how many products are in the inventory.

Highlight 15: statistical query.

Huacheng Creative Intelligence foreign trade software supports cross multi-dimensional statistical analysis. Statistics are usually made in five ways: by customer, by salesperson, by factory, by trade area, and by product. You can select a time period first, by month, by quarter, or by year, and you can perform annual comparative analysis. There is also accounting for gross profit. Statistics and query can be carried out through charts. Support pie chart, bar chart, line chart and so on to facilitate leadership statistics. As long as there is data in the system, all statistics can be customized by our engineers to define and write statements.