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Cross-border Trade SCM
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SCM for Cross-border Trade · Available now

Keep purchase and customs decisions tied to the same trade case.

A cross-border purchase starts with a purchase requests record owned by a team members member, linked to an Organizations record and a Suppliers counterparty. Purchase lines carry the item description, requested quantity and USD unit price.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewPurchase review inbox
Cross-border Trade SCM · Purchase requests

Purchase review inbox

Approval conditions

New purchase request
Purchase requests in view
6
Total requested amount USD
3,570
Record numberSubjectRevisionRequested amount USDRequired byOwner
PR-79230Import ceramic tableware for fall range93048022 OctMinh Tran
PR-65294Order linen throws from Portugal73046012 OctNoah Bennett
PR-45828Source stainless fittings for assembly54081018 OctIsabel Cruz
PR-61847Replenish bamboo storage baskets67076024 OctZara Iqbal
PR-81417Buy winter wool fabric for launch31010019 OctLeo Nakamura
6 of 6 records
Import ceramic tableware for fall rangePurchase requests · PR-79230
Revision930
Requested amount USD480
Required by22 Oct
OwnerMinh Tran
Decide purchasePR-79230 · Import ceramic tableware for fall range

Trade Reviewer decides on the purchase revision.

Waiting for Trade Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

Follow every trade case

Every feature works on the same records. Pick one to see the screen your team works in.

Purchase demand

Track the purchase case from requested demand through order and receipt.

  • Request header
  • Line detail
  • Revision check
  • Purchase requests
  • Purchase lines
  • Suppliers
  • Organizations
  • Team members
Explore purchase demand
OverviewMy purchase requests
Cross-border Trade SCM · Purchase demand

My purchase requests

Purchase requests

New
Record numberSubjectStatusRequired byRequested amount USDCounterparty
PR-15005Import ceramic tableware for fall rangeDraft30 Oct850North Quay Metalcraft
PR-79758Order linen throws from PortugalSubmitted28 Oct810Portside Ceramic Works
PR-91098Source stainless fittings for assemblyApproved28 Oct700Southfield Textile Mill
PR-52131Replenish bamboo storage basketsOrdered27 Oct280Southfield Textile Mill
PR-10316Buy winter wool fabric for launchReceived23 Oct830Portside Ceramic Works
6 of 6 records
Import ceramic tableware for fall rangePurchase requests · PR-15005
Draft
Required by30 Oct
Requested amount USD850
CounterpartyNorth Quay Metalcraft
Example screen with sample data
Process

Move from demand to clearance

Cross-border purchase and clearance ships ready to use. One step needs a named approval before the work moves on: Decide purchase (Trade Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare demand

    Buyer records the supplier, amount, required date and purchase lines.

    Import ceramic tableware for fall rangePR-79230 · Buyer
    Prepare demandBy Buyer

  2. Submit for review

    Buyer identifies the revision to be reviewed.

    Import ceramic tableware for fall rangePR-79230 · Buyer
    Submit for reviewBy Buyer

  3. Decide purchase

    Trade Reviewer records a decision and reason for that revision.

    Import ceramic tableware for fall rangePR-79230 · Trade Reviewer
    Decide purchaseBy Trade Reviewer
    ApprovalTrade Reviewer decides on the purchase revision.

  4. Record order

    Buyer adds the order reference to the approved request.

    Import ceramic tableware for fall rangePR-79230 · Buyer
    Record orderBy Buyer

  5. Record filing

    Customs Coordinator records the external entry, HS code, duty and filing date.

    Import ceramic tableware for fall rangePR-79230 · Customs Coordinator
    Record filingBy Customs Coordinator

  6. Record customs outcome

    Customs Coordinator records the external outcome and decision date on the declaration.

    Import ceramic tableware for fall rangePR-79230 · Customs Coordinator
    Record customs outcomeBy Customs Coordinator

Start with Purchase review

Inside a record

Connect the outside handoffs

Open any purchase request to see its customs declarations, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Revision, Requested amount USD, Required by and Owner.

  2. 2
    Customs declarations

    Each line is linked to this purchase request.

  3. 3
    Who works on it

    Buyer, Trade Reviewer and Customs Coordinator, each with their own permissions.

  4. 4
    Process stages

    Prepare demand, with the role that acts.

  5. 5
    Approvals

    Decide purchase, with who decides.

Purchase review inboxImport ceramic tableware for fall range
Cross-border Trade SCM · Purchase requests

Import ceramic tableware for fall range

Log activity
1
Record details
Revision930
Requested amount USD480
Required by22 Oct
OwnerMinh Tran
2
Customs declarations

Import ceramic tableware for fall range

Entry numberParentHS code
CD-91547Order linen throws from Portugal6912.00
CD-96376Order linen throws from Portugal6301.30
CD-53480Import recycled glass vases7326.90
Customs declarations
6
Total duty USD
4,030
3

Who works on it

  • BuyerManage purchase requests, purchase lines
  • Trade ReviewerManage review decisions
  • Customs CoordinatorManage customs declarations, record attachments
4

Process stages

  • Prepare demandBuyer
5

Approvals

  • Decide purchaseTrade Reviewer
    Approved
Example screen with sample data
Approvals

Keep decisions with the purchase

Assign the Buyer to the purchase request and a separate Trade Reviewer to the decision.

OverviewApprovals
Cross-border Trade SCM · Overview

Approvals

Signed in as Trade Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PR-79230Import ceramic tableware for fall range
    Requested by Minh Tran
    Waiting1dActions
  • PR-65294Order linen throws from Portugal
    Requested by Noah Bennett
    Waiting3dActions
  • PR-45828Source stainless fittings for assembly
    Requested by Isabel Cruz
    Waiting3dActions
  • PR-61847Replenish bamboo storage baskets
    Requested by Zara Iqbal
    Waiting3dActions

Who approves what

DecisionApprover
Decide purchaseTrade Reviewer records a decision and reason for that revision.Trade Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Cross-border Trade SCM to the work that is theirs. Pick a role to see what it starts with.

Buyer

Creates and maintains purchase demand and line detail for an assigned organization.

This is the first screen this role sees.

OverviewActive purchase board

Active purchase board

Purchase requests · Buyer

Draft2
Import ceramic tableware for fall rangeSouthfield Textile Mill
Buy winter wool fabric for launchSouthfield Textile Mill
Add
Submitted2
Order linen throws from PortugalNorth Quay Metalcraft
Request replacement pump assembliesClearbank Glass Studio
Add
Approved1
Source stainless fittings for assemblyClearbank Glass Studio
Add
Ordered1
Replenish bamboo storage basketsNorth Quay Metalcraft
Add
Example screen with sample data

Roles and permissions

Reports

See demand and exceptions

Review purchase demand, decision history, customs duty and exceptions.

Overview
Cross-border Trade SCM · Overview

Cross-border Trade SCM dashboard

This quarter

Customs declarations in view
6
Total duty USD
4,030

Purchase requests by status

How far records got this quarter

StageReachedStep
Draft33
Submitted1339%
Approved538%
Ordered120%

Revision by status

Sample totals per stage

2.0k0
-5000Draft
-2000Submitted
-5000Approved
-6000Ordered
2.0kReceived
Example screen with sample data
  1. 01Purchase demand by status

    Show requested USD amount and required date for each purchase status.

  2. 02Supplier demand

    Group purchase requests and purchase lines by counterparty and organization.

  3. 03Review decision history

    Compare source revision, decision, reason, reviewer and decision time for each request.

  4. 04Customs duty by entry

    Show entry number, HS code, duty in USD and declaration status by purchase.

  5. 05Declaration progress by organization

    Group customs declarations by organization and status.

  6. 06Requested and accepted quantities

    Compare requested and accepted quantity with invoice reference by purchase line.

  7. 07Operation exceptions

    List failed or needs-review operation receipts with expected revision and failure reason.

  8. 08Evidence visibility

    Show attachment title, type, visibility, uploader and upload time by purchase.

All reports and dashboards

Who it's for

Fit your trading cycle

See how Cross-border Trade SCM fits your kind of team.

Import teams

Coordinate purchase demand and customs entries for inbound goods.

Cross-border distributors

Keep supplier orders and accepted quantities visible across a trading cycle.

International procurement

Give buyers and reviewers the same purchase and supplier context.

Controls

Keep evidence in context

Each stage of cross-border purchase and clearance names the role that acts and the status it records, so a change is never anonymous.

OverviewCross-border purchase and clearance
Cross-border Trade SCM · Process

Cross-border purchase and clearance

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
6
Submit for review
Buyer
StatusDraft → Submitted
Decide purchaseApproval
Trade Reviewer
StatusSubmitted → Approved
RecordsReview decisions
Record order
Buyer
StatusApproved → Ordered
Cross-border purchase and clearance
  1. Start
    Submit for reviewDraft → Submitted
    Buyer
  2. Approval
    Decide purchaseSubmitted → Approved
    Review decisions
  3. Step
    Record orderApproved → Ordered
    Buyer
  4. Step
    Track receiptOrdered → Received
    Purchase lines
  5. Step
    Record filingDraft → Submitted
    Customs declarations
Example screen with sample data

See each stage in detail

AI agent

Prepare the next decision

Ask Proto to help prepare and inspect the purchase and customs operating cycle.

It can

  • Buyer: Prepare a purchase request with its supplier, required date, amount and line detail for human review.
  • Trade Reviewer: Bring the current purchase revision, lines, attachments and earlier decisions together before the reviewer decides.
  • Customs Coordinator: Check that a declaration carries the linked purchase, entry number, HS code, filing date and duty before the external release outcome.
  • Trade Operations Lead: List Failed and needs review operation receipts with the purchase and expected revision for investigation.

Stays with a person

  • The Buyer, Trade Reviewer and Customs Coordinator remain responsible for changing statuses and recording their decisions.
  • Proto should show the source records and ask for the missing business decision when a handoff is unclear.
  • A filing or payment result must come from its responsible external system.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Cross-border Trade SCM
  • Customs filing
  • Finance
  • Goods receipt
  • Identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Purchase demand5
  • Suppliers4
  • Independent review6
  • Customs declarations4
  • Evidence and receipts4
  • Organization and access6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the operating case

    Pick an organization, an active supplier and one purchase with a clear owner and required date.

  2. Prepare the records

    Add team members, supplier details, purchase lines and the supporting attachments people need to make decisions.

  3. Rehearse review

    Have the Buyer submit a specific revision and the Trade Reviewer record a decision and reason against it.

  4. Rehearse the order and declaration

    Add the order reference, accepted quantities, invoice references, entry number, HS code, duty and filing date.

  5. Inspect exceptions

    Open a rejected decision, a rejected declaration and an operation result needing review. Assign the next action to a named person.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Cross-border Trade SCM.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM for Cross-border Trade for your business. Start with one organization, an active supplier and a purchase that can be followed through review and declaration.

Who owns a purchase request?

The request links an Owner from team members. Name a Buyer for each pilot case and agree who changes its status after review.

How is a review decision explained later?

Review decisions keep the reviewer, decision, reason, decision time and source revision. Open the purchase and its lines with that decision.

Can a request have several purchase lines?

Yes. Purchase lines link each line to its parent purchase and records requested and accepted quantities separately.

Where do customs details go?

Customs declarations hold the entry number, HS code, duty in USD, filing date and declaration status for a linked purchase.

How do we handle a rejected declaration?

Keep the rejected status and linked purchase visible while the Customs Coordinator examines the entry details and supporting evidence before another filing.

How are supporting files shared?

Record attachments have an Internal or Shared visibility value, plus a title, evidence type, uploader and upload time. Agree the audience during setup.

What does an operation receipt tell us?

It records an operation key, action, expected revision, result state and time. A Failed or needs review result gives the Trade Operations Lead a case to inspect.

What is recorded when goods arrive?

Purchase lines can hold accepted quantity, acceptance time and invoice reference. Compare those values with the requested quantity before marking the purchase Received.

How do we connect filing and finance work?

Use the integration plan to agree which external system supplies entry and payment evidence, and which references are kept on the purchase and declaration.

Set up Cross-border Trade SCM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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