Trade documents involve large sums, important commitments and cross-department collaboration, so they must have approval workflows. Contracts need review before stamping, payments before remittance, low-margin quotes, rebate filings and overseas insurance. SBK's OA approval workflow is deeply integrated with the Import & Export module: launch an approval for any trade document in one click, with approval comments retained on the order timeline.
Contract approval + payment approval + rebate approval + task attachment
Trade contracts route through an OA approval workflow before signing — salesperson → manager → director → legal, with comments retained on the order
Tiered approval for large payments: manager signs under CNY 50K, director CNY 50K-500K, owner above CNY 500K
Once the rebate-filing worksheet is generated, it routes through a finance review workflow to prevent misfiling or omissions
Quotes below the margin floor auto-trigger approval, putting rules around new salespeople's price cuts
Tasks like "chase the customer's deposit" or "contact the forwarder for booking" are attached to the order and visible on the OA task board
Trade expenses like trade-show fees / travel / postage go through the OA reimbursement workflow
Clause risks + approval comments retained
Some trade-contract clauses are landmines — for instance a "Subject to buyer's inspection" soft clause that a manager must see and reject; or payment terms changed to 30-day O/A that finance must sign off before release. SBK links contract approval to the order, retaining all approval comments and discussion records, so a successor on an old order can see why it was signed that way.
Tiered by amount + country risk rules
Paying EUR 500K to a German supplier isn't something a salesperson decides alone. SBK's payment approval is tiered by amount: manager approves under CNY 50K, director CNY 50K-500K, owner above CNY 500K; different currencies and beneficiary countries can layer on risk-control rules (e.g. payments to high-risk countries require dual-director countersignature).
Key order milestones auto-converted to tasks
Trade order workflows are long, and a salesperson must remember to "chase customer A's deposit today, contact forwarder B for booking tomorrow, send the sailing schedule to customer C next week." SBK auto-splits key order milestones into OA tasks on the salesperson's calendar, with the OA task board and trade order timeline synced both ways.
The payment request routes through manager → director → owner three-tier approval, with comments auto-filed to the payment order and funds on record.
A new salesperson cuts the price 8% to hold the deal; submission triggers a manager-approval prompt, making the decision traceable.
Before rebate filing, the manager reviews the worksheet + three-document matching details in OA and approves after confirming accuracy.
A salesperson requests CNY 80K for a Canton Fair booth via the OA reimbursement workflow, paid by headquarters after finance approval.
Smart Office is SBK's collaboration hub, fully connected to all business modules
Complete OA capabilities: approval workflows, announcements, tasks, reports, attendance, expense requests and knowledge base
Contract approval routes through the OA workflow
Tiered payment approval with document compliance
Rebate filing routes through a finance review workflow
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