General

When it comes to foreign trade software, many people's first reaction is customer management, or customer development, or mail management. In fact, in addition to these functions, sorting out the business processes of foreign trade enterprises, and risk management and control of profits and funds are the core values of foreign trade software.

1. Centralized and unified storage of data to build an enterprise internal integrated data operation center

Product data, customer data, supplier data, logistics data, bank information, incoming and outgoing mails, customer quotations, sales contracts, shipping documents, documents, warehousing and outbound information, historical information of collection and payment, historical information of invoicing, personnel files, knowledge files, etc. are stored in a centralized and unified way, which solves the risk of data being scattered, difficult to query, and easy to lose.

2. Get through data correlation, eliminate information islands, and improve customer conversion rate and business processing efficiency

When the customer inquires about the quotation history, sales history, purchase history, factory quotation and sample sending history of the corresponding product or customer, can you understand or inquire at any time? Similarly, can the information related to products, customers, factories, foreign exchange collection, tax refund, etc. be found and processed conveniently and quickly during contract, shipment and settlement?

Through foreign trade software, the enterprise's basic data, business data, financial data, etc. are all related to each other. For example, when registering a sales contract, you can query product information, customer related expenses, deposits received, etc., and automatically generate sales contract reports and purchase plans, thus greatly improving business processing efficiency.

3. The goal of efficient communication must be achieved to create a convenient office collaboration platform

There are more and more work groups, especially in the communication and reporting of specific projects within the enterprise, which involves a series of contracts, materials, processes, etc. The documents are passed around, often mistaken, which greatly affects the efficiency of communication.

The task management function of the foreign trade software system can decompose specific tasks or projects step by step, and visually check the milestone process, so as to reasonably allocate work time and energy, so that business objectives can be transformed into strong action.

4. Strong authority system to ensure data security and help enterprises effectively control operational risks

Let people at all levels and posts have corresponding authority to query and modify relevant materials and data. It can be specific to whether a person in a department has sufficient permissions for a piece of data in a business. For sensitive operations such as quotation, contract and payment, you can enter the process for approval through permission settings. The next step can only be carried out after approval, so as to effectively control operational risk.

5. Powerful report output, improve reporting efficiency, and achieve higher business attention

In the business management of foreign trade enterprises, the production of reports is time-consuming and laborious; Error orders often occur and are difficult to correct; Whether the documents are complete depends on experience, and there is a risk of omission.

The foreign trade software can output reports for each module of the system, and can be seamlessly linked with mail, fax, Word, Excel, PDF, etc. It can greatly save manpower investment, improve work efficiency, and improve the standardization and accuracy of documents.

6. Strictly control business processes and risks, and accurately calculate corporate profits and capital use

In the process of foreign trade business, the opportunity cost of trade risk control in order review, procurement progress and other aspects is high; In financial management, the workload of budget and settlement is large and the cycle is long; It is difficult to manage payment, reconciliation and invoicing.

The foreign trade software fully reflects the financial management logic of "budget estimate in advance, budget in process and settlement after the event". Support comparative analysis of budget and settlement and comparative analysis of budget and settlement, and monitor the profit risk of business in real time. By comparing A/R and A/P with actual receipt and payment, the fund risk of business is monitored in real time.

7. Help decision-makers make scientific decisions by mining data analysis information

Foreign trade enterprises have a large workload of data statistics, and manual compilation is often not timely, inefficient and prone to errors; The management could not find the problem at the first time, resulting in insufficient decision-making basis.

Foreign trade software can conduct visual analysis according to business themes, help enterprises display data and insight into business; Automatically generate various statistical analysis charts and actively push them to managers at all levels to effectively support business decisions.