BP-06 · ILLUSTRATIVE SCENARIO
Export order-to-cash for Caribbean and Latin American customers
A Miami exporter sells to distributors in several countries, in more than one currency, on prepayment or credit terms. Documents are built by hand in spreadsheets.
This is an illustrative scenario written by SALES TEC to show our approach. It is not a description of a real client, and it contains no results.
§ 01The problem
Proforma invoices, commercial invoices, packing lists and export data drift out of sync. Customer credit exposure is hard to see and screening is done ad hoc.
§ 02How we would approach it
- 01Generate the proforma invoice, then the commercial invoice and packing list from the same order data.
- 02Screen the customer and consignee against government restricted-party lists before release.
- 03Package the data your forwarder needs, including the fields for export filing where it is required.
- 04Track prepayments, receivables and currency by customer, and show exposure at order entry.
§ 03How we would measure success
Measures of success
- Documents reissued after first release
- Days from shipment to invoice
- Overdue exposure by customer
- Orders held by screening, and how each was resolved
Related services
Industry
Import, Export & TradeStart here
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