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Trade SOHO / Companies · Documentation, FX & Tax Rebate

Pure trading companies run no factory of their own — they procure from domestic suppliers and re-export to overseas customers. The core pain isn't on the production side but in "abundant documents + multi-supplier coordination + FX collection/payment cash flow + tax-rebate filing." SBK offers a lightweight, ready-to-use solution for pure-trade scenarios: a full set of trade document templates + a two-way FX collection/payment loop + automatic rebate summarization.

30+
Document templates
5
FX collection/payment methods
≤30
Minutes per document set
Pain Points → Solutions

Typical Pain Points of Pure Trading Companies, Side by Side

The 6 issues SOHOs / small-to-mid trading companies care about most

📝 Editing Document Fields in Excel

Pain: editing PI / CI / PL in Excel every time is error-prone. SBK: 30+ templates auto-filled from order data, one-click PDF

📦 Multi-Supplier Coordination

Pain: one order consolidates goods from 3 factories — hard to track. SBK: integrated supplier profiles + purchase-order tracking + intake appointments

💵 Messy FX Collection/Payment Cash Flow

Pain: hard to account across USD / EUR / HKD multi-account, multi-currency. SBK: multi-currency account management + bank reconciliation + multi-view profit

📈 Overtime Every Month on Rebate Filing

Pain: matching the three documents — customs declaration + VAT invoice + FX verification — by hand. SBK: auto-match the three documents along the order line + filing base sheet

💰 Inaccurate Per-Order True Profit

Pain: it looks profitable on the books but may lose money after all fees. SBK: 6-dimension cost grouping to the order + rebate auto-added back

📚 One Person, Many Roles

Pain: a SOHO handles sales / documentation / finance alone. SBK: ready to use with no training, a full document set 30 minutes after ordering

trade.shangbangke.com/dashboard/sohoSOHO
S
SOHO Full-Workflow Console
To-DoNew Contract
3Active Orders
$67,200To Collect
¥94,580Rebate Due

"Foolproof mode" workflow progress

Quote/Contract
Signed
PI/Stocking
Done
Customs/B/L
In Progress
FX/Rebate
Pending

Even a Solo SOHO Can Run the Full Trade Workflow

A SOHO does it all solo: reply to inquiries in the morning, send quotes at noon, take contracts in the afternoon, reconcile and collect FX in the evening. The system must be "ready to use, no training." SBK turns the standard trade workflow into "foolproof mode": inquiry → quote → contract → PI → stocking → PL → customs → B/L → FX collection → tax rebate, asking the salesperson only for decisions, not how to operate.

  • A new contract in 3 minutes, a PI in 1 minute
  • Packing list auto-calculates carton count from the contract
  • FX verification auto-generated
  • Rebate-filing base sheet produced in one click at month-end
trade.shangbangke.com/soho/purchasePurchase
P
Multi-Supplier Coordination
IntakeNew PO

Export order SO-0418 split to factories

PO / FactoryTermsStatus
PO-0451 Minghui30 dReceived
PO-0452 Dongguan45 dProducing
PO-0453 SuzhouCashTo Ship

Multi-Supplier Coordination = Placing Purchase Orders in the System

Pure trade keeps no factory but must coordinate stocking with 5-10 domestic factories. Supplier-profile management, purchase-order tracking, intake appointments and payment plans all run in one system — no need to call and email each factory separately to confirm progress.

  • Supplier profiles (contacts / payment terms / cooperation history)
  • Purchase orders split among different factories by export order
  • Intake appointments + outbound container-loading linked
  • Supplier payment plans scheduled in step with FX collection
trade.shangbangke.com/soho/tax-refundRebate
R
Rebate Filing Base Sheet
Golden TaxGenerate
¥94,580This Month
38%of Profit
3To Match

Three document sources summarized

Document SourceStatus
VAT Invoices (Supplier)Collected
Declarations (Single Window)Synced
FX Verification1 pending

Tax Rebate = the Core Profit of Pure Trading Companies

Pure trading companies have thin margins, and the rebate is often the bulk of profit. But rebate filing involves "VAT invoices from domestic suppliers, the customs declaration from the broker, FX verification produced by yourself" — three document types from different sources, at different times, in different formats, making reconciliation hard. SBK summarizes uniformly along the order line, producing the filing base sheet in one click at month-end.

  • VAT invoices collected and archived from suppliers (scannable into storage)
  • Customs declarations synced from the Single Window or broker
  • FX verification auto-linked by order
  • Filing base sheet aligned with the Golden Tax system format
Use Cases

How Top Pure Trading Companies Use It

SOHO with 5-10 Orders a Month

One person handles 5-10 orders with ease — 30 minutes each from contract to the full PI set — leaving the rest of the time for customer follow-up.

A 3-Person Company at CNY 20M Annual Sales

1 sales + 1 documentation + 1 finance, with clear division of labor, runs 50 orders a month steadily and never misses a single rebate.

Consolidating Exports from 3 Factories

One container mixes products from 3 factories; procurement costs are grouped separately per PL, so each factory's payable is accurate.

Monthly Rebate Filing Base Sheet

At month-end click "Generate rebate base sheet"; with the three documents fully linked by order, it exports to the tax bureau in 5 minutes.

Recommended Feature Combination

The Core Feature Matrix for Pure Trading Companies

Prioritize these features to cover 90% of pure-trade scenarios

Try the Pure-Trade Solution Now

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