Home / Import & Export
Core Module

Import & Export

Digitize the entire foreign-trade workflow from inquiry to FX settlement and tax rebate. Covering inquiries & quotations, contracts, documents, customs, forwarding, FX, tax rebates and multi-currency accounting — one system connects your whole trade operation.

25+
Trade Feature Modules
20+
Supported Currencies
100%
Paperless Documents
6
Profit Analysis Dimensions
Business Process

The Full Trade Workflow: From Inquiry to Tax Rebate

A unified node-based flow where every document is traceable to its upstream and downstream documents

Customer Inquiry Quote Confirmation Trade Contract PI Proforma Invoice Stocking/Procurement Packing List Forwarder Booking Export Customs B/L Issuance FX Settlement Export Tax Rebate
Feature Matrix

25+ Modules Covering Every Foreign-Trade Scenario

Organized into 6 business domains: quotations, documents, logistics, finance, accounting and analytics

📨 Inquiry Management

Unified entry of inquiries from multiple channels (email, trade shows, Alibaba, website), auto-linked to overseas customers, products and quotation history

📝 Quotations

Supports 11 Incoterms such as EXW/FOB/CFR/CIF, auto-calculates freight and insurance, and converts multi-currency quotes in one click

📄 Trade Contracts

Bilingual templates for sales contracts, purchase contracts and Sales Confirmations, with e-signatures and traceable status

💱 PI / CI Invoices

One-click generation of Proforma Invoices and Commercial Invoices, linked to contracts and packing lists

📦 Packing List

Packing Lists auto-generated from order line items, supporting multi-carton, multi-pallet loading with auto-tallied gross/net weight and volume

🗓 Shipment Planning

Consolidate export orders by sailing date / container, auto-calculate volume and weight to recommend container type, saving 15-30% on freight

🛥 Export Customs

One-click customs document generation, smart HS Code matching, linked to customs broker / HS code / Certificate of Origin (C/O)

🚚 Import Customs

Import customs declaration, duty & VAT calculation, import license management and customs broker integration

🔍 Receiving Inspection

AQL sampling inspection upon import arrival, scan-by-item checks, with automatic stock lock + claim trigger for non-conforming goods

🚢 Forwarder Booking

Forwarder/carrier records, booking requests, sea/air/land/courier modes, with space and cost reconciliation

📑 Bill of Lading

Register B/L, Sea Waybill (SWB) and Air Waybill (AWB), manage telex release / originals, and track arrival status

🚢 Freight Payables

Register sea/air freight, auto-reconcile payable vs. actual paid invoices, saving 80% of reconciliation time

🔑 Letter of Credit (L/C)

End-to-end tracking of L/C issuance, amendment, presentation and negotiation, with document consistency checks and negotiating-bank records

💵 FX Collection

Multiple collection methods — T/T, L/C, D/P, D/A, O/A — linked to export orders, with auto-generated FX write-offs

💸 FX Payment

Overseas procurement payments, commission payments, freight & insurance payments, linked to import declarations, contracts and invoices

📈 Export Tax Rebate

Auto-aggregates rebate filing data, linking export declarations, VAT invoices and FX write-offs, with rebate progress tracking

💰 Multi-Currency Accounting

20+ currencies such as USD/EUR/GBP/JPY/HKD, with daily auto-synced rates, functional-currency conversion and automatic FX gain/loss accrual

💱 Exchange Rate Table

Daily auto-sync of Bank of China mid-rate, with 5 quote types + 5 years of history available

📈 Profit Statement

A 6-step derivation per order from FOB revenue to net profit, deducting logistics / customs / FX / tax rebate

🌐 Overseas Warehouse

Overseas warehouse stock, inbound/outbound, restock alerts and cross-border eCommerce integration (FBA/Shopify/self-operated overseas warehouses)

📂 Supplier Records

Complete records of overseas suppliers, credit ratings, purchase history and compliance screening (SDN list checks)

📝 Claims Management

Claim workflows for import quality / quantity / packaging / delays, with evidence archiving and liability determination

🔍 HS Code Management

Product classification rule library, linked tax rates (export rebate rate / import duty / VAT) and classification request approvals

📜 Document Templates

30+ templates including commercial invoice, packing list, certificate of origin, inspection certificate and fumigation certificate, with visual editing and one-click print or PDF export

📍 International Logistics Tracking

Integrates carrier/airline/courier APIs (Maersk, MSC, DHL, FedEx) for real-time container/waybill tracking

A Closer Look

From Inquiry to Tax Rebate, a Professional Tool for Every Step

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

Integrated Documents: Enter Once, Reuse Everywhere

With the trade order as the backbone, 30+ international documents — PI / CI / PL / B/L / CO — are derived from order data. Enter once and the full set auto-fills, with bilingual templates and what-you-see-is-what-you-get layout.

  • 30+ international document templates, bilingual (EN/CN)
  • Automatic consistency check of L/C terms vs. document content
  • Paperless archiving of customs supporting documents
  • One-click bundling to send to customers / forwarders / banks
shangbangke.com/trade/fx-ratesBOC Live
¥Multi-Currency Exchange-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 (functional)

Multi-Currency + Automatic Rate Control

20+ major currencies connected to Bank of China's daily mid-rate. Orders / invoices / contracts use any currency freely, and financial statements auto-convert to the functional currency with FX gains/losses accrued.

  • 20+ currencies: USD / EUR / GBP / JPY / HKD / AUD and more
  • Daily / monthly rates, converted by booking date or collection date
  • FX gains/losses auto-allocated to the order
  • Multi-currency profit dashboard: dual view of original + functional currency
shangbangke.com/trade/tax-refund/2026-05This Month
¥Export Tax Rebate · 2026-05 Filing
¥3.2M
Pending rebate this month
¥2.86M
Rebate received
42
Three-doc unmatched
13%
Avg. rebate rate
📋
Customs Declaration
¥18.4M
86 entries
📑
VAT Special Invoice
¥18.2M
94 invoices
💱
FX Write-Off
¥18.56M
72 records
Filed
05-15
Accepted
05-16
Reviewed
05-18
Refunding
ETA 05-22
Booked

Automatic Aggregation of Export Tax-Rebate Filings

The three documents — customs declaration, VAT special invoice and FX write-off — are auto-matched, rebate rates pulled from the HS Code library, monthly Golden Tax-format filing tables generated, and overdue alerts raised for un-rebated orders.

  • Smart many-to-many matching of the three documents (customs / VAT / FX)
  • Rebate rate auto-pulled from the HS Code dictionary
  • Progress tracking: filed → accepted → reviewed → refunded
  • Red-flag alerts for un-rebated orders to prevent expiry
shangbangke.com/trade/order/EXP-26050801/profitClosed
POrder Profit Accounting · EXP-26050801
Sales Revenue
Procurement Cost
Domestic Freight
Customs Fees
Freight/Insurance
Commission
FX Loss
Tax Rebate Gain
Order Net Profit
¥141K
Net Profit
28.7%
Gross Margin
USD 19.5K
FX Profit
+12.4%
vs. similar orders

Full-Scope Profit Accounting per Trade Order

Six dimensions — procurement / domestic freight / customs / freight & insurance / commission / FX gain-loss / tax rebate gain — are auto-aggregated, and a waterfall chart shows the true profit of every order at a glance. Goodbye to month-end reconciliation overtime.

  • 6 cost dimensions auto-allocated to the order
  • Tax-rebate gains and FX gains/losses auto-included
  • Intuitive waterfall chart — your boss gets it in 5 seconds
  • Multi-dimensional analysis by customer / product / salesperson / region
shangbangke.com/trade/lc/LC-26050801Checking
LLetter of Credit (L/C) · 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 · currently ETA 2026-06-12 (3 days left)
Partial shipment / transshipmentL/C: Not Allowed · Shipment: single shipment ✓
Discrepancy: insurance amountL/C requires 110% of invoice value · current policy 100% · need 10% additional cover
Beneficiary / applicantNingbo Hubon Co., Ltd. → Hamburg Trading GmbH

Automatic L/C Consistency Checks

47 checkpoints automatically compare L/C terms against document data — amount, ports, shipment dates, partial shipment/transshipment and insurance clauses are verified one by one, and discrepancies are flagged on the spot to avoid dishonor losses.

  • 47 clauses auto-compared, covering UCP600
  • Core clauses: amount / port / shipment date / insurance / partial shipment
  • Discrepancies red-flagged with remediation advice
  • Presentation countdown + bank follow-up reminders
shangbangke.com/trade/hs-code/aiAI
HHS Code Smart Matching
Product description: Wireless stereo earphones with Bluetooth, active noise cancellation, including charging case
8518.30.00
Headphones and earphones, whether or not combined with a microphone
96%Best Match
8517.62.00
Apparatus for transmission/reception, Bluetooth-type devices
72%
8504.40.00
Static converters (charging case portion)
48%Accessory
Duty / Rebate Info
Export Rebate Rate13%
US Tariff0%
EU Tariff0%
Australia Tariff0%
ASEAN Preferential0%
RCEP Agreement0%

AI-Powered HS Code Matching

Enter a product description and the AI returns the Top 3 HS Code candidates in 1 second, with confidence scores and per-country duty / rebate rates. Newcomers never misclassify, and seasoned traders work 10x faster.

  • Covers the full 8-digit customs code library of 14,000+ entries
  • Transparent AI confidence scores
  • Duty / rebate rate / preferential rate all on one screen
  • Past classifications accumulate into your company dictionary
shangbangke.com/trade/overseas-warehouseGlobal
GOverseas Warehouse + Logistics Tracking
🇨🇳 Ningbo Main
¥28.4M
🇺🇸 LA Warehouse
$ 186K
🇩🇪 Hamburg WH
€ 92K
🇦🇺 Sydney WH
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

Stock across 4 overseas warehouses syncs in real time, B/L numbers auto-connect to carrier APIs such as MSC / Maersk / CMA CGM, every shipment's in-transit position is visible, and arrivals trigger automatic receipt notifications.

  • Real-time stock sync across multiple overseas warehouses
  • Integrates 10+ international carrier APIs
  • Auto-alerts for in-transit position / ETA / delays
  • Auto-notify receipt + clearance upon arrival
shangbangke.com/trade/customers86 countries
CInternational Buyer Profiles · Credit Assessment
2,486
Active buyers
86
Countries covered
¥84.2M
Orders this year
28
Credit downgrades
🇩🇪
Hamburg Trading GmbH · Anna
14 months · ¥1.86M cumulative · Payment: excellent
USD 86K
AAA · Premium
🇺🇸
LA Imports Inc. · John Smith
8 months · USD 124K cumulative · Payment: on time
USD 48K
AA · Good
🇦🇺
Sydney Buyer Co. · Michael
4 months · AUD 86K cumulative · Payment: normal
AUD 12K
A · Medium
🇯🇵
Tokyo Wholesale K.K. · Nakamura
2 months · JPY 4.8M cumulative · Payment: delayed
JPY 1.8M
B · Cautious
🇧🇷
São Paulo LTDA · Carlos
1 month · new customer · credit pending
USD 6K
C · High Risk

International Buyer Profiles + Credit Assessment

Manage 2,486 international buyer profiles in one place, auto-rated on a 5-tier scale by relationship length, cumulative value and payment behavior. Extend credit terms to AAA customers, require prepayment from C-tier ones, and avoid bad debt.

  • Buyer profiles: company / contact / bank / logistics preferences
  • Automatic payment-behavior tracking + 5-tier credit rating
  • Filter by country / industry / credit grade
  • Auto-alerts on downgrades, with new orders requiring manager approval
Module Synergy

Seamless Integration with Other SBK Modules

Import & export isn't an island — it's a business foundation fully connected with CRM / inventory / email / office

Who It's For

Who Should Use the Import & Export Module

Make Your Trade Operation Integrated and Digital

Sign up to try all import & export features for free; existing customers can activate in one click with no data migration