Everything you need to get an importer/exporter up and running in Odoo, without starting from scratch.
This tool includes the complete functional setup — not just the catalog, but the system at work: you know what merchandise you have available in real time, you control your import costs per product, and you have the history of each supplier and customer centralized.
Ideal for importers and exporters that want to move from notebooks and spreadsheets to a real system, without months of implementation.
Five of the tool's sheets, just as you receive them. The data you see is sample data.
What each tab does and how to use it. The yellow cells are for your data; the red-letter ones are formulas: they calculate themselves and must not be touched.
Cover page, prospect profile and 6-month roadmap. Edit goals and dates in the yellow cells.
Visual summary of income, expenses and profit for the month. It updates automatically with formulas; do not edit.
Shipments in transit with their customs documentation and deadline (SLA). Fill in the remaining days and minimum notice; the delay alert is calculated automatically.
Summary of income grouped by business line (import/export). It is calculated automatically from 'Órdenes, Facturación y CxC'.
