Published at: 2026-10-12

Get started as an export specialist

Complete the basic fulfillment flow from an export contract to shipment documents.

Learning objectives

This tutorial helps export specialists create contracts, orders, and Export Shipment Orders, and output the main documents.

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Permissions: You can work with accounts, products, contracts, orders, Shipment Orders, and Export Shipment Orders.
Prerequisites: An admin installed and initialized the Export Management plugin.
Master data: Accounts, products, countries and regions, trade terms, payment terms, and company entities are maintained.

In the contract list, create a record with the Export contract record type.
In the contract, enter the selling entity, trade terms, payment method, and shipping information.
After the contract is approved, print the PI and send it to the account for confirmation.
From the export contract, push an export order.
From the export order, push or create an export shipping notice.
From the export order, push a Export Shipment Order.
In the Export Shipment Order, complete port, freight, insurance, packing, and customs information.
After the Export Shipment Order is processed, print the CI and PL documents.

The export contract contains complete trade and payment information.
You can print the PI from the approved contract.
The order, shipping notice, and Export Shipment Order form a continuous fulfillment chain.
The CI and PL use shipment information.

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