An Import & Export Trading Company (Confidential)某进出口贸易企业
Built a digital management platform on SAP Business One + OA + a foreign-trade system for efficient operations
- Industry
- Trade (import & export)
- Products & Services
- Import & export trading
- Partner
- MTC
- Solution
- SAP Business One + OA + foreign-trade system
Client name and identifying details withheld to protect privacy
Key Highlights
A full sales-lead tracking mechanism with stage and conversion analysis
Paperless, traceable e-quoting with automated calculation, integrated with OA approvals and mobile sign-off
Who They Are
To protect the client's privacy, this case withholds the name and identifying details; only industry and outcomes are shared.
This is an import & export trading company whose work spans quoting, booking, container loading, document release and settlement. By connecting SAP Business One with OA and a foreign-trade system, it built an end-to-end digital platform from sales leads to payments: full lead tracking, traceable e-quoting, controlled shipping steps, and electronic payments linked to OA, markedly improving overall efficiency.
Why They Needed This Upgrade
Before: Challenges & Opportunities
- 销售线索分散，缺乏全过程跟踪与销售机会阶段、转化分析
- 销售报价靠手工，计算不自动、难以追溯
- 出货、订舱、装柜、出单放单及寄单等环节多，难以有效管控
- 付款审批链条长，单据与数据在销售、外贸、财务之间容易脱节
Implementation Goals
- 销售线索全过程跟踪，并分析销售机会阶段与转化
- 销售报价电子化、无纸化，计算自动且可追溯
- 出货计划、订舱、装柜、出单放单及寄单等环节有效管控
- 付款申请电子化，财务凭证自动记账并与OA打通
Products Deployed
Implementation partner: MTC
What This Upgrade Delivered
- Effective control across shipping planning, booking, loading, document release and dispatch
- Electronic payment requests with auto-posted vouchers connected to OA
- 建成从销售线索到收付款的一体化数字平台，整体运转效率明显提升
- 销售、外贸、财务的单据与数据互通，与OA审批流打通、支持移动审批
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