Home / Export Trade
Core Module

Export Trade Management

Digitalize the entire export workflow — from inquiry to FX collection and tax refund. Covers inquiries & quotations, sales contracts, PI/CI documents, export customs declaration, freight forwarding & booking, bills of lading, letters of credit, FX collection, export tax refunds and multi-currency profit accounting in one system.

20+
Export Feature Modules
20+
Supported Currencies
100%
Paperless Documents
6
Profit Analysis Dimensions
Inquiry
Customer Inquiry Management
Quote
Multi-Currency Quotes
Customs
Export Declaration
Refund
Tax Refund Tracking
Product Tour

Real UI, Instantly Clear

Unified documents, full-scope profit accounting per export order, overseas warehouses + global tracking — live previews of the core screens

shangbangke.com/trade/order/EXP-26050801/documentsDocs
DTrade Documents · EXP-26050801
📄 PI · Proforma Invoice📋 CI · Commercial Invoice📦 PL · Packing List🚢 B/L · Bill of Lading📜 CO · Certificate of Origin

PROFORMA INVOICE

Seller
Ningbo Hubon Co., Ltd.
Buyer
Hamburg Trading GmbH · Anna
PI No.
PI-26050801
Date
May 20, 2026
ItemHS CodeQtyUnit PriceTotal (USD)
Electronic Module8542.315,000 pcs$ 12.80$ 64,000.00
Packaging Box4819.205,000 pcs$ 0.80$ 4,000.00
TOTAL CFR HAMBURG: USD 68,000.00

Unified documents: enter once, reuse everywhere · PI/CI/PL/BL/CO — 30+ international documents derived from order data, bilingual one-click printing

shangbangke.com/trade/fx-ratesBOC Live
¥Multi-Currency Rate Control
USD 🇺🇸
7.2186
↑ 0.0024 (0.03%)
EUR 🇪🇺
7.8420
↓ 0.0138 (0.18%)
GBP 🇬🇧
9.1248
↑ 0.0086
JPY 🇯🇵
4.6520
↓ 0.0042
HKD 🇭🇰
0.9246
↑ 0.0003
AUD 🇦🇺
4.7820
↑ 0.0124
CAD 🇨🇦
5.3186
↓ 0.0024
SGD 🇸🇬
5.4128
↑ 0.0018
68,000.00
USD
×
7.2186
Rate
=
¥ 490,864.80
CNY Base Currency

Multi-currency with automatic rate control · Synced with BOC daily central parity, 20+ currencies auto-converted to base currency, FX gains/losses auto-accrued

shangbangke.com/trade/tax-refund/2026-05This Month
¥Export Tax Refund · 2026-05 Filing
¥ 3.2M
Pending This Month
¥ 2.86M
Refunds Received
42
Unmatched Doc Sets
13%
Avg. Refund Rate
📋
Customs Declarations
¥ 18.4M
86 entries
📑
VAT Special Invoices
¥ 18.2M
94 invoices
💱
FX Verification
¥ 18.56M
72 payments
Filed
05-15
Accepted
05-16
Reviewed
05-18
Treasury Refund
Est. 05-22
Posted

Automated export tax refund filing · Smart matching of customs / VAT / FX verification docs, monthly Golden Tax worksheets, progress tracking + overdue alerts

shangbangke.com/trade/order/EXP-26050801/profitClosed
POrder Profit Accounting · EXP-26050801
Sales Revenue
Purchase Cost
Domestic Freight
Customs Fees
Ocean / Insurance
Commission
FX Loss
Tax Refund
Net Profit
¥141K
Net Profit
28.7%
Gross Margin
USD 19.5K
FX Profit
+12.4%
vs Similar Orders

Full-scope profit accounting per export order · 6 dimensions — purchase / freight / customs / ocean / FX / refund — waterfall chart shows true profit per order

shangbangke.com/trade/lc/LC-26050801Checking
LLetter of Credit · Consistency Check
L/C NUMBER
DCAU2605DE0142
AmountUSD 68,000
Expiry2026-06-30
Issuing BankDeutsche Bank · Hamburg
Amount matchesL/C: USD 68,000 · PI/CI: USD 68,000
Port of Loading / DischargeShanghai → Hamburg · Matches B/L
!
Latest shipment date approachingL/C requires ≤ 2026-06-15 · current ETD 2026-06-12 (3 days left)
Partial / TransshipmentL/C: Not Allowed · Shipment: single lot ✓
Discrepancy: insurance amountL/C requires 110% of invoice · current policy 100% · 10% top-up needed
Beneficiary / ApplicantNingbo Hubon Co., Ltd. → Hamburg Trading GmbH

Automatic L/C consistency checking · 47 clauses compared against UCP600, discrepancies flagged instantly to avoid payment refusal

shangbangke.com/trade/hs-code/aiAI
HHS Code AI Matching
Product description: Wireless stereo headphones with Bluetooth, active noise cancellation, charging case included
8518.30.00
Headphones and earphones, whether or not combined with a microphone
96%Best Match
8517.62.00
Machines for reception/transmission of voice, Bluetooth devices
72%
8504.40.00
Static converters (charging case part)
48%Accessory
Tariff / Refund Info
Export Refund Rate13%
US Tariff0%
EU Tariff0%
AU Tariff0%
ASEAN Preference0%
RCEP Rate0%

HS Code AI matching · Enter a product description and get Top 3 candidates in 1 second, with confidence scores + tariffs/refund rates by country

shangbangke.com/trade/overseas-warehouseGlobal
GOverseas Warehouses + Tracking
🇨🇳 Ningbo HQ
¥ 28.4M
🇺🇸 LA Warehouse
$ 186K
🇩🇪 Hamburg
€ 92K
🇦🇺 Sydney
A$ 48K
B/L No.RouteCarrierETD / ETACurrent PositionStatus
MSCU-2605-8421SHA → HAMMSC05/12 → 06/08📍 Suez CanalIn transit 14/27 days
CMAU-2604-6028SHA → LAXCMA CGM04/28 → 05/22📍 Pacific 80%Delayed 2 days
EVRA-2605-3148SHA → SYDEVERGREEN05/18 → 06/14📍 Loading at ShanghaiDeparted
MAEU-2604-9032SHA → HAMMAERSK04/15 → 05/19📍 HamburgArrived

Overseas warehouses + global logistics tracking · Real-time inventory sync across 4 overseas warehouses, MSC/Maersk carrier APIs, in-transit positions visible

shangbangke.com/trade/customers86 Countries
CBuyer Profiles · Credit Rating
2,486
Active Buyers
86
Countries
¥ 84.2M
Orders YTD
28
Credit Downgrades
🇩🇪
Hamburg Trading GmbH · Anna
14 mo · total ¥1.86M · payment: excellent
USD 86K
AAA · Prime
🇺🇸
LA Imports Inc. · John Smith
8 mo · total USD 124K · payment: on time
USD 48K
AA · Good
🇦🇺
Sydney Buyer Co. · Michael
4 mo · total AUD 86K · payment: normal
AUD 12K
A · Fair
🇯🇵
Tokyo Wholesale K.K. · Nakamura
2 mo · total JPY 4.8M · payment: delayed
JPY 1.8M
B · Caution
🇧🇷
São Paulo LTDA · Carlos
1 mo · new customer · credit pending
USD 6K
C · High Risk

International buyer profiles + credit rating · 2,486 buyers rated 5 levels by tenure / volume / payment behavior — extend terms confidently without bad debts

Business Process

End-to-End Export Order Flow: From Inquiry to Tax Refund

Unified node transitions — every document traceable to its upstream and downstream documents

Customer Inquiry Quotation Sales Contract Proforma Invoice Stock Preparation Packing List Booking Export Customs B/L Issued FX Collection Export Tax Refund
Feature Matrix

20+ Modules Covering Every Export Scenario

Organized into 6 business domains: quotes, documents, logistics, funds, accounting and analytics

📨 Inquiry Management

Inquiries from email, trade shows, Alibaba and your website captured in one place, auto-linked to overseas customers, products and quote history

📝 Quotations

11 Incoterms including EXW/FOB/CFR/CIF with automatic freight & insurance calculation, one-click multi-currency conversion

📄 Sales Contracts

Bilingual sales / purchase contract and Sales Confirmation templates with e-signature and traceable status

💱 PI / CI Invoices

Proforma and Commercial Invoices generated in one click, linked to contracts and packing lists

📦 Packing Lists

Auto-generated from order lines with multi-carton / multi-pallet loading, gross & net weight and volume auto-totaled

🗓 Shipment Planning

Consolidate export orders by vessel / container with automatic container-type recommendation, saving 15–30% on freight

🛥 Export Customs

One-click declaration documents, smart HS Code matching, linked brokers / customs codes / C/O certificates

🚢 Freight Forwarding

Forwarder / carrier profiles and booking orders across ocean / air / rail / express, with space and cost reconciliation

📑 Bill of Lading

B/L, Sea Waybill and AWB registration, telex release / original management and arrival status tracking

🚢 Freight Payable

Ocean / air freight registration with automatic payable vs paid bill matching, saving 80% reconciliation time

🔑 Letter of Credit

Full L/C lifecycle — issuance, amendment, presentation, negotiation — with document consistency checks and bank profiles

💵 FX Collection

T/T, L/C, D/P, D/A and O/A collection methods linked to export orders, with automatic FX verification

📈 Export Tax Refund

Auto-aggregated filing data linked to customs declarations, VAT invoices and FX verification, with progress tracking

💰 Multi-Currency Accounting

20+ currencies (USD/EUR/GBP/JPY/HKD), daily rate sync, base-currency conversion and automatic FX gains/losses

💱 Exchange Rate Table

Daily BOC central parity sync, 5 quoted rates plus 5 years of searchable history

📈 Profit Statement

6-step walk from FOB revenue to net profit per order, deducting logistics / customs / FX / refund

🌐 Overseas Warehouses

Inventory, inbound / outbound and restock alerts, with cross-border eCommerce integration (FBA / Shopify / self-operated)

🔍 HS Code Management

Classification rule library with linked rates (export refund / import duty / VAT) and classification request approvals

📜 Document Templates

30+ templates — commercial invoice / packing list / C/O / quality / fumigation certificates — visual editor, one-click print or PDF

📍 Logistics Tracking

Carrier / airline / courier APIs (Maersk, MSC, DHL, FedEx) with real-time container and waybill tracking

Deep Dive

Professional Tools for Every Step, from Inquiry to Refund

shangbangke.com/trade/order/EXP-26050801/documentsDocs
DTrade Documents · EXP-26050801
📄 PI · Proforma Invoice📋 CI · Commercial Invoice📦 PL · Packing List🚢 B/L · Bill of Lading📜 CO · Certificate of Origin

PROFORMA INVOICE

Seller
Ningbo Hubon Co., Ltd.
Buyer
Hamburg Trading GmbH · Anna
PI No.
PI-26050801
Date
May 20, 2026
ItemHS CodeQtyUnit PriceTotal (USD)
Electronic Module8542.315,000 pcs$ 12.80$ 64,000.00
Packaging Box4819.205,000 pcs$ 0.80$ 4,000.00
TOTAL CFR HAMBURG: USD 68,000.00

Unified Documents: Enter Once, Reuse Everywhere

Centered on the export order, 30+ international documents — PI / CI / PL / B/L / CO — are derived from order data. Enter once and print the full set automatically, with bilingual WYSIWYG templates.

  • 30+ bilingual international document templates
  • Automatic L/C terms vs document content consistency checks
  • Electronic archiving of customs supporting documents
  • One-click packaging to customers / forwarders / banks
shangbangke.com/trade/fx-ratesBOC Live
¥Multi-Currency Rate Control
USD 🇺🇸
7.2186
↑ 0.0024 (0.03%)
EUR 🇪🇺
7.8420
↓ 0.0138 (0.18%)
GBP 🇬🇧
9.1248
↑ 0.0086
JPY 🇯🇵
4.6520
↓ 0.0042
HKD 🇭🇰
0.9246
↑ 0.0003
AUD 🇦🇺
4.7820
↑ 0.0124
CAD 🇨🇦
5.3186
↓ 0.0024
SGD 🇸🇬
5.4128
↑ 0.0018
68,000.00
USD
×
7.2186
Rate
=
¥ 490,864.80
CNY Base Currency

Multi-Currency + Automatic Rate Control

20+ major currencies synced with BOC daily central parity. Orders, invoices and contracts in any currency; financial reports auto-convert to base currency and accrue FX gains/losses.

  • 20+ currencies incl. USD / EUR / GBP / JPY / HKD / AUD
  • Daily / monthly rates, converted by booking date or collection date
  • FX gains/losses auto-allocated to orders
  • Multi-currency profit dashboards: original + base currency views
shangbangke.com/trade/tax-refund/2026-05This Month
¥Export Tax Refund · 2026-05 Filing
¥ 3.2M
Pending This Month
¥ 2.86M
Refunds Received
42
Unmatched Doc Sets
13%
Avg. Refund Rate
📋
Customs Declarations
¥ 18.4M
86 entries
📑
VAT Special Invoices
¥ 18.2M
94 invoices
💱
FX Verification
¥ 18.56M
72 payments
Filed
05-15
Accepted
05-16
Reviewed
05-18
Treasury Refund
Est. 05-22
Posted

Automated Export Tax Refund Filing

Customs declarations, VAT special invoices and FX verifications are matched automatically. Refund rates come from the HS Code library; monthly Golden Tax-format worksheets are generated with overdue alerts for unrefunded orders.

  • Many-to-many smart matching of customs / VAT / FX docs
  • Refund rates pulled automatically from the HS Code dictionary
  • Progress tracking: filed → accepted → reviewed → treasury refund
  • Red-flag alerts on unrefunded orders — never miss the deadline
shangbangke.com/trade/order/EXP-26050801/profitClosed
POrder Profit Accounting · EXP-26050801
Sales Revenue
Purchase Cost
Domestic Freight
Customs Fees
Ocean / Insurance
Commission
FX Loss
Tax Refund
Net Profit
¥141K
Net Profit
28.7%
Gross Margin
USD 19.5K
FX Profit
+12.4%
vs Similar Orders

Full-Scope Profit Accounting per Export Order

Six cost dimensions — purchase, domestic freight, customs, ocean & insurance, commission, FX gains/losses and tax refunds — are auto-allocated. A waterfall chart shows true profit per order; no more month-end reconciliation overtime.

  • 6 cost dimensions auto-allocated to each order
  • Tax refunds and FX gains/losses included automatically
  • Intuitive waterfall view — the boss gets it in 5 seconds
  • Multi-dimensional analysis by customer / product / salesperson / region
shangbangke.com/trade/lc/LC-26050801Checking
LLetter of Credit · Consistency Check
L/C NUMBER
DCAU2605DE0142
AmountUSD 68,000
Expiry2026-06-30
Issuing BankDeutsche Bank · Hamburg
Amount matchesL/C: USD 68,000 · PI/CI: USD 68,000
Port of Loading / DischargeShanghai → Hamburg · Matches B/L
!
Latest shipment date approachingL/C requires ≤ 2026-06-15 · current ETD 2026-06-12 (3 days left)
Partial / TransshipmentL/C: Not Allowed · Shipment: single lot ✓
Discrepancy: insurance amountL/C requires 110% of invoice · current policy 100% · 10% top-up needed
Beneficiary / ApplicantNingbo Hubon Co., Ltd. → Hamburg Trading GmbH

Automatic L/C Consistency Checking

47 L/C clauses are compared against document data automatically — amount, ports, shipment dates, partial shipments, transshipment and insurance. Discrepancies raise instant red flags to avoid payment refusals.

  • 47 clauses checked automatically, covering UCP600
  • Core terms: amount / ports / shipment / insurance / partial lots
  • Discrepancies flagged with fix suggestions
  • Presentation countdown + in-bank follow-up
shangbangke.com/trade/hs-code/aiAI
HHS Code AI Matching
Product description: Wireless stereo headphones with Bluetooth, active noise cancellation, charging case included
8518.30.00
Headphones and earphones, whether or not combined with a microphone
96%Best Match
8517.62.00
Machines for reception/transmission of voice, Bluetooth devices
72%
8504.40.00
Static converters (charging case part)
48%Accessory
Tariff / Refund Info
Export Refund Rate13%
US Tariff0%
EU Tariff0%
AU Tariff0%
ASEAN Preference0%
RCEP Rate0%

HS Code AI Matching

Enter a product description and AI returns the Top 3 HS Code candidates in 1 second, with confidence scores plus tariffs and refund rates by country. Newcomers never misclassify; veterans work 10× faster.

  • Full 8-digit customs code library — 14,000+ entries
  • Transparent AI confidence scores
  • Tariffs / refund rates / FTA rates on one screen
  • Historical classifications become your company dictionary
Module Synergy

Seamlessly Integrated with Other SBK Modules

Export trade is not an island — it's a business backbone fully connected with CRM / Inventory / Email / Office / Messaging

Who It's For

Who Should Use the Export Trade Module

Running import business too?

For overseas procurement, import customs, duty & VAT accounting, FX payment and claims management, see the Import Trade module.

Explore Import Trade →

Frequently Asked Questions

Which document templates does SBK export trade support?

30+ bilingual international document templates — PI / CI / PL / B/L / CO and more — automatically generated from a single export order entry.

How does SBK handle export tax refunds?

Customs declarations, VAT special invoices and FX collection verifications are matched automatically. Refund rates come from the HS Code library, and monthly Golden Tax-format filing worksheets are generated.

How many foreign currencies does SBK support?

20+ major currencies (USD/EUR/GBP/JPY/HKD/AUD/CAD/SGD and more), synced with the Bank of China daily central parity. Financial reports are automatically converted into the base currency (CNY).

Make Export Business Integrated and Digital

Register for free to try the full export trade module; existing customers can enable it with one click — no data migration needed