C

Sourcing

Run an import agency from order to container

Sourcing runs the trading side of an import agency, from customer orders to factory invoices and shipped containers. Each container carries its goods, freight and commission costs, and every payment in or out lands on the customer's account. Customers receive a reconciled statement, and an existing Excel account book can be imported to start with live data.

Demo videos

Walk through the module screen by screen.

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What it does

Built for Import agencies and trading offices

  • Customer trading accounts

    Keep an account per customer with credit, currencies and a running balance.

  • Factory invoices and packing

    Record factory invoices and line-level packing lists with photos.

  • Containers and costs

    Track each sea container with its goods value, freight and commission breakdown.

  • Statements and Excel import

    Issue reconciled customer statements and import your existing workbook to get started.

See it running on your own data.

Book a demo and we'll set up a workspace with the modules you need.