Data Fortress Collection
🌐 Import/Export Collection
A complete international trade management system covering trading partners, orders, shipments, customs compliance, and financial settlements.
A complete international trade management system covering trading partners, orders, shipments, customs compliance, and financial settlements.
| Template | Purpose | Features |
|---|---|---|
| Trading PartnersACTIVE | Master directory of all international trading partners — suppliers, buyers, distributors, and agents. Central hub for the collection. | |
| Freight ForwardersACTIVE | Directory of freight forwarding companies with license numbers, IATA codes, mode specializations, and service contracts. | |
| Customs BrokersACTIVE | Licensed customs brokers for import and export clearance. Tracks CBP license numbers, port authorizations, and fee schedules. | |
| Carrier DirectoryACTIVE | Ocean carriers, airlines, truckers, and rail operators with SCAC codes, trade lanes, and service contracts. | |
| Import OrdersACTIVE | Full purchase order for imported goods — Incoterms, landed cost calculation, duty flags, and payment milestones. | |
| Export OrdersACTIVE | Export sales order tracking value, profit margin, EEI compliance, export license requirements, and buyer payment receipts. | |
| ShipmentsACTIVE | Cargo movement tracking — container numbers, vessel/flight, ETD/ETA, freight costs, and special handling requirements. | |
| Commercial InvoiceACTIVE | Official trade invoice for customs valuation and payment. Tracks subtotal, freight, insurance, taxes, and total invoice value. | |
| Packing ListACTIVE | Itemized shipment contents by package. Line items managed in the List Tab with weights and volumes. | |
| Bill of LadingACTIVE | Legal shipping document tracking B/L type, carrier, routing, surrender status, and original copies issued. | |
| Compliance ChecklistACTIVE | Per-shipment regulatory verification. List Tab builds custom agency checklists. Tracks RPL screening, OFAC clearance, EEI, ISF filings. | |
| Import LicensesACTIVE | Government import permits and quota allocations. Tracks authorized quantity/value, usage, and expiration with calendar alerts. | |
| Export LicensesACTIVE | BIS (EAR) and DDTC (ITAR) export authorizations. Tracks ECCN, approved end users, destinations, and reporting requirements. | |
| Certificates of OriginACTIVE | Registry of standard and preferential COs for duty reduction under trade agreements. Tracks issuing authority and duty savings. | |
| Customs EntriesACTIVE | Formal customs filing records — entry type, classification, duty assessment, exam results, and liquidation status. | |
| Letter of CreditACTIVE | Full L/C lifecycle — issuing/advising banks, expiry, latest ship date, document requirements, draws, and fees. | |
| Wire TransfersACTIVE | International payment tracking — SWIFT confirmations, exchange rates, bank charges, and net received amount. | |
| Container TrackingACTIVE | Container position and status from pickup to empty return. Monitors detention and demurrage free time accruals. | |
| Product CatalogACTIVE | Master commodity reference with HS codes, duty rates, regulatory flags, spec sheets, and classification rulings. | |
| Country ProfilesACTIVE | Trade reference per country — customs authority, duty structure, sanctions status, and trade agreement applicability. | |
| Trade AgreementsADVANCED | FTA and preferential program reference — member countries, rules of origin, and duty reduction schedules. | |
| Duty & Tariff PaymentsADVANCED | Government duty payment ledger including MPF, HMF, AD/CVD charges per customs entry for accrual accounting. | |
| Duty Drawback ClaimsADVANCED | Duty refund claim tracking for re-exported goods. Supports manufacturing, unused merchandise, and rejected merchandise drawback. | |
| Freight QuotesADVANCED | Freight rate quote comparison across carriers and modes. Useful for budget planning and carrier negotiation preparation. | |
| Insurance PoliciesADVANCED | Cargo insurance policy registry — coverage type, premium rates, and policy renewal tracking with claims ledger. | |
| Inspection ReportsADVANCED | Pre-shipment and arrival inspection records — inspector, findings, corrective actions, and photo documentation. | |
| HS Code ReferenceADVANCED | Quick lookup library of tariff codes with duty rates, AD/CVD orders, and admissibility requirements. | |
| Incoterms ReferenceADVANCED | Reference guide to all 11 Incoterms rules with seller/buyer obligations, risk transfer points, and common mistakes. |
All operational templates use Contact Lookup to select from the Trading Partners directory
Use Related Information to link an Import Order to its Shipment, Commercial Invoice, Bill of Lading, and Customs Entry — creating a complete navigable transaction file across templates without custom programming.
This collection is a professionally designed starting point, not a locked system. Every template, field, and menu assignment is yours to customize to match how your import/export business actually operates.
Build your own templates from scratch for anything not covered — landed cost calculators, trade show lead sheets, foreign exchange rate logs, free trade zone documentation, or export license renewal trackers.
Fine-tune any template: change field labels, enable or disable features, update purpose text, or reassign menus. Make each template fit your specific workflow.
Delete templates you don't need, or simply toggle them to Inactive to hide them from menus and browse views without losing the design for later use.
Combine templates from multiple collections or mix collection templates with your own custom creations for a system that's uniquely yours.
This collection grows with you, whether you're launching your first international trade operation or managing an established import/export company.
You're entering international trade or going digital for the first time. These templates teach you what records to keep and how professional trading companies manage customs, logistics, and compliance. Get productive immediately at minimal cost with no subscription fees.
As your trade lanes expand and product lines multiply, customize templates to match your evolving workflow. Activate advanced templates when ready. Data Fortress scales with you without pressure to upgrade or migrate.
When you adopt trade software like Descartes, Amber Road, or Integration Point, Data Fortress fills the gaps. Keep using templates for vendor management, document tracking, expense logs, and more. Create new templates to bridge systems.
No vendor lock-in. No subscription fees. No per-shipment pricing. Your data, your way, at every stage.