General

What is PI? The full name of PI in English is: Proforma Invoice, which mainly refers to the proforma invoice in foreign trade business. It is used for quantitative quotation to facilitate sales confirmation of orders. The buyer can apply for import license, foreign exchange license and open letters of credit. Different from commercial invoices, there will be "form" on the face of the bill, which is generally used by the buyer to determine the order, mainly the price and sales conditions on the order. After the buyer confirms the conditions, the contract can be determined according to the content on the PI. In addition, some countries also provide that they can apply for import and export licenses by virtue of PI, or declare the price of goods to the customs.

How to automatically generate PI details through foreign trade software? Foreign trade software generates PI based on quotation by managing contract details. When receiving the order, the foreign trade software provides the cost estimate, which can calculate the profit and loss of the current order in advance as the basis for approving the contract; Support customized switching of offshore company header; Double header price and double header profit to reduce repeated entry of personnel; User-defined query of historical transaction prices and quotations to understand the price trend; It supports the management of parts and repair parts placed separately or with the finished product order, as well as the management of gifts.

How to make PI profit forecast through foreign trade software? The estimated profit margin and estimated profit of the current order are automatically generated and submitted for approval together with the estimated sheet during contract review.

What does the template of PI in foreign trade software contain? The PI template of foreign trade software includes: the title and address of the drawer/drawee, the name, specification, shipping mark, price, quantity, total price, place of departure, place of arrival, transportation method, delivery date, payment method, payment path, and the drawer's seal.

How can foreign trade software improve the work efficiency of salesmen? Support user-defined report printing and generate PI, SC, budget documents, etc; Support printing in multiple formats (xlsjpghtmlpdf); Support double header report; Support automatic authorization generation of electronic signature, manual signature and logo, and realize paperless office.

What should I do when I meet a certain order replacement? The PI transfer function of foreign trade software can transfer all the information of the order to the designated person's account.

How to query the PI history of the same order? During the development of foreign trade business, changes occur from time to time. In order to improve the work efficiency of business personnel, foreign trade software can make rapid changes to contracts, and record the number of changes, time, personnel, changes, etc. The data before and after the changes are highlighted by color.

Old customers are coming again! How to quickly create duplicate orders? Simple and crude method, direct copy. Copy the existing documents of old customers directly through the document turning function of foreign trade software; Automatically associate the corresponding product information by managing the customer's product number; When more and more information about customers, such as certificates of origin, qualifications and other documents, is uploaded to the foreign trade software database in the form of attachments, and the procurement process is synchronized, so that the salesperson can follow the order.

When the trade volume is small, foreign customers rarely sign formal export contracts. At this time, they will play the role of agreeing on the basic contents of the contract through PI, so as to realize the transaction. Therefore, PI will list the possible differences in detail as the basis for implementing the real contract. When PI is used as a letter of credit, the contents on the letter of credit should be consistent with those on PI. In short, PI exists to ensure the rights and interests of both parties.