Export order management

For every export order. One clear path.

From purchase order to closure, the Export Dashboard walks each order through twelve accountable stages.

12 guided stages Secure links — no customer login for external team Every action audit-trailed

The core

Twelve stages. One owner each.

The workflow knows who acts next and routes the order to them. It also knows what to skip: try the toggles — the path adapts to the order's payment terms and Incoterm.

Payment

Incoterm

Owned by

Possible outcomes

The path fits the order

Non-LC orders skip the SWIFT stage. EXW orders skip vessel and shipping documents entirely. Nobody decides this by memory — the dashboard does.

Depth where it's needed

LC SWIFT validation by Treasury, document review between Logistics and CS, telex release — each a guided mini-flow inside its stage.

Reject ≠ start over

A rejected order goes back to Customer Service to revise and resubmit in place — full history intact.

Needs your action

Open the dashboard, see exactly what needs you.

Every user gets one list: the orders waiting on them, right now. No digging, no filters to remember — act, and the order moves on.

One inbox per role — Finance sees finance checks, Treasury sees SWIFTs to validate, Logistics sees vessels to propose.
Live, not refreshed — new work streams in the moment it lands. No F5.
Age at a glance — how long each order has been sitting in its stage, colored against its SLA.

Needs your action live

PO-3012 Credit review needed — Sukanda Stage 7 0.8d

PO-3007 Customer picked a vessel — round 2 reply received Stage 9 2.4d

PO-3021 SWIFT uploaded — awaiting Treasury validation Stage 5 0.3d

PO-2996 Production date due — promissory delivery date required Stage 8 4.1d

Analytics

See the bottleneck before the customer feels it.

Cycle times per stage, on-time performance against SLA, and where orders spend their days.

Stage cycle times — measured from the real event history.
SLA heatmap — spot the slow stage across the whole order book in one look.
Reports that ship themselves — PDF and Excel export on demand.
Scoped by role — everyone sees the numbers for their own orders; managers see everything.

Reports July 2026 · business days

92%

On-time vs SLA

18.4

Avg cycle, days

Open orders

Average days in stage

PDF export Excel export Monthly · scheduled

Personal Kanban

Your own board, next to the work.

Beyond the formal workflow, everyone gets a private Kanban for the rest of it — the follow-ups, the calls, the "check with Treasury on Thursday".

Drag, drop, done — cards move instantly, with a clear drop indicator.
Quick add — capture a task without leaving the board.
Linked to orders — pin a card to a PO and its live stage chip comes along.
Private by default — your board is yours; the workflow stays the single shared truth.

My board

To do 3

Follow up with Treasury.PO-3007 · S9

Check Fair Food overdue status with Abdullah.

+ Add a task

In progress 2

Create Tubsan PI.

Review BL documents.PO-3012 · S7

Done 4

Vessel selection.

Overdue follow up.

Delegation & ownership

Someone's on leave? The orders don't know it.

Every order has a clear owner — and managers can reassign or delegate coverage in seconds.

Reassign — move an order's ownership permanently, with the change logged.
Delegate — route someone's pending work to a colleague for a date range; it flows back automatically.
Scoped visibility — each Customer Service member sees their own customers' orders; BDMs see their portfolio; managers see the whole board.

Team coverage

Ebtihal — Customer Service4 open orders · on leave

until Aug 6

Samaher — Customer ServiceCovering Ebtihal's approvals & confirmations

Delegate active

Kamal — ManagerReassigned PO-2988 → Samaher · logged 09:14

audit ✓

And the rest

Also in the box.

Secure links

Internal teams work through single-use links tied to them. No accounts, no passwords.

Reminders & escalation

A live timer on every stage. Remind the pending team in one click; escalate overdue orders level by level.

Role-scoped views

One list per role. Everyone lands on exactly their work — nothing they don't own, nothing they can't act on.

Attachments & evidence

SWIFT copies, shipping docs, telex confirmations — attached at the stage where they matter, kept forever.

Editable email templates

Every outbound email — options, reminders, escalations — is a template the manager can edit in Settings.

Full audit trail

Append-only event history on every order: who did what, when, and why — including every rejection reason.

Exports on schedule

Any report as PDF or Excel — and a monthly management pack that sends itself.

Works on the go

The whole dashboard is phone-ready — approve, remind, and track from anywhere.