Published at: 2026-10-12
Maintain export master data
Overview
Prepare account, product, and trade data for later export fulfillment.
Before you begin
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Permissions: You can create and edit accounts, products, and export master objects.
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Prerequisites: An admin installed the Export Management plugin and assigned page layouts.
Maintain account data
- In the account list, create or edit the target account.
- Enter the Account Alias and trading country.
- Select trade terms and payment terms.
- Save the account record.
- In the product list, create or edit the target product.
- Enter the English product name, UPC, and EAN.
- Enter the packing unit, quantity per carton, and packing dimensions.
- Add volume, packing list, and HS code.
- Save the product record.
- In the country/region list, maintain the name, full name, and country code.
- In the trade terms list, maintain common terms such as FOB, CIF, EXW, or CFR.
- In the payment terms list, maintain the terms your company uses.
- In the company entity list, maintain company, bank, tax, and logo information.
Country codes can be 2-letter or 3-letter codes. If you need both, add fields and maintain them separately.
- Accounts and products include the fields needed for export.
- Countries/regions, trade terms, and payment terms can be selected on business documents.
- Company entity information can be used on trade documents.