ERPNext for Import Export Business( Logistics Module)

Logistics module in ERPNext

1. Deal start with customer contact and ask for price.

2. We must know the incoterms he wants

3. He wants CFR, cost and Freight only with insurance

4. Now we need to contact two parties which are really 4 parties. a. Supplier of raw material or goods. b. Forwarder. i. Forwarder contact 1. Carrier 2. Custom clearance 3. Transporter agency

5. We need cost of goods, cost of trucking, cost of customs clearance and cost of shipping.

6. Now we have total cost so that we can send quotation and proforma.

7. Others cost related to good can be done through Bill Of Material.

8. Trucking, shipping is variant

9. Trucking, shipping is variant

10. If letter if credit bank charges will be added

11. If letter if credit bank charges will be added

12. A carrier should have monthly shipping rate

13. A trip has a loading port and destination port and transit time

14. After confirmation quotation, by wire transfer or LC arrival to our bank

15. We start booking for Shipping and for trucking and for custom clearance

16. When we make Carrier booking we receive booking ID

17. We Pass-through transporter and custom clearance

18. After that delivery date and time

19. Another solution is t connect forwarder to who arrange shipping, trucking and clearance too

20. Shipping docs needed

21. Shipping docs needed by the customer for his custom clearance

22. So should be delivered and delivered correctly

23. 5 shipping docs a. Bill of Lading - issued by the carrier b. Certificate of Origin - issued by the custom clearance c. Phyto certificate - Issued by custom clearance d. Commercial Invoice - Issued by the exporter e. Packing list - Issued by the exporter f. To Issue COO and Phyto we need to provide 2 docs i. Export Permit ii. Agriculture permit iii. These 2 docs are issued after packing and before delivery by gov committees. g. After testing the goods we should send all docs to the customer directly or to his bank in case of LC. h. And Finally follows us our payment and the customer feedback when he takes his goods

24. Customer Side view:

25. HE gets Quotation

26. Receive docs to clear his goods

27. He has to aware of if duty and whats allowed and what not allowed

28. Once he gets the docs he passes to his custom clearance agent to clear goods

29. But he also knows about incoterms and payment terms