IMPORT EXPORT MANAGEMENT - Dolibarr

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1. Overview Import Export Management turns Dolibarr into a complete international trade / import-export ERP. It covers the entire operational, commercial, logistics, financial and documentary cycle of a trading, import, export, international distribution, triangular-trade, commercial-representation or brokerage business — directly inside Dolibarr, with no external software required. The module never re-creates a native Dolibarr feature: it exploits and enriches the standard objects (third parties, contacts, products, categories, quotations, customer & supplier orders, invoices, payments, bank, accounting, stock, warehouses, lots, barcodes, shipments, receptions, projects, agenda, ECM/GED, e-mails, REST API, workflows and MultiCompany). Every business record is linked to the standard Dolibarr objects. Technical specifications Item Value Technical name importexportmanagement Module number 506500 Version 1.0 Publisher DoliResources — https://www.doliresources.com Copyright © DoliResources – All rights reserved. Dolibarr compatibility v16 → v23+ (MultiCompany / SaaS ready) PHP 7.1 minimum (8.x recommended) Dependencies Products (modProduct), Third parties (modSociete), Stock (modStock) Languages French, English, Italian, German, Spanish Database tables 16 tables prefixed llx_iem_ Business objects 16 (7 hubs) Permission groups 10 (read / write / delete) License GPL v3+ Target businesses International import, international export, international trading, distribution, international purchasing & selling, triangular trade, commercial representation and international brokerage. 2. Premium Dashboard — Import / Export Control Tower A brand-new, real-time control tower that replaces the classic Dolibarr dashboard. Its graphic identity is inspired by international trade and logistics (ocean blue, navy blue, steel grey, white, logistics orange, international green), with a dark mode, responsive layout and vector icons. · Flow map — Interactive trade-flow map: Suppliers → Transport → Customs → Customers, with live counts on each node and flow. · KPI widgets — imports & exports in progress, open dossiers, containers in transit, goods value, pending customs declarations, planned deliveries, expiring documents, logistics alerts, profitability. · Charts — import vs export value by month, top origin countries, Incoterm distribution, landed-cost breakdown. · Zones — KPI zones for Import operations, Export operations, Logistics, Customs & documents, Finance & FX. 3. Business Objects (16) Each object is a full Dolibarr CommonObject with list, card, create/edit/delete, per-column search, column selector, status workflow and REST-API compatibility. Hub objects display a KPI cockpit and auto-discover every linked record. Object Description International partners Clients, suppliers, freight forwarders, carriers, shipping & port agents, customs, banks, insurers, brokers, representatives — with country, currency, favourite Incoterm, payment terms, lead time, IBAN/SWIFT, rating. Products (customs data) Country of origin, HS code, customs code, customs nomenclature, net/gross weight, volume, dimensions, packaging, brand, certificates, restrictions, licences, international VAT. Import dossiers (hub) Full import cycle: request → order → production → shipment → transit → customs → reception, with Incoterm, currency, transport mode, ETD/ETA, goods value and landed cost. Export dossiers (hub) Full export cycle: quotation → order → preparation → documents → customs → transport → delivery → invoicing, with destination country, Incoterm, currency and margin. Containers (hub) ISO number, type (20/40/40HC/reefer), seal, dimensions, max weight, tare, volume, vessel, current position and status — linked to an import or export dossier. Transport (hub) Multimodal legs (sea / road / rail / air / multimodal), carrier, B/L or AWB, origin & destination ports, ETD/ETA, status and cost. Customs declarations (hub) Type (import/export/transit), office, regime, customs value, duties, VAT, other taxes, dates, status and broker. Trade documents Commercial invoice, packing list, certificate of origin, B/L, AWB, waybill, customs declaration, sanitary & phytosanitary certificates, insurance policy, letter of credit, bank documents — with numbers, issue/expiry dates and ECM link. Cost lines Landed-cost components: purchase, freight, insurance, forwarding, customs, duties, taxes, inland transport, bank and administrative fees, with currency and exchange rate. Trade finance (hub) Letters of credit, bank guarantees, credit insurance and documentary credits, with amount, currency, bank, reference number, dates and status. Incoterms Reference table of the 11 Incoterms 2020 with risk-transfer point and insurance / freight / customs responsibilities. Ports & airports Seaports, airports, dry ports and border posts with UN/LOCODE, country, town and coordinates. International stock Stock positions in transit / port / customs / warehouse, with quantity, unit value, currency, lot number and status. Exchange rates Currency exchange records with source/target amounts and realised FX gains/losses. Customs tariffs Duty, VAT and excise rates by HS code and country, with unit and customs regime. Logistics alerts Auto-generated alerts (pending customs, ETA delays, expiring documents & LCs, container demurrage) with severity and channel. 4. Key Workflows & Tools International partner management Manage every international counterpart linked to a Dolibarr third party, with country, currency, favourite Incoterms, payment terms, logistics lead times, banking details and commercial history. Each partner card automatically lists all related dossiers, transports, customs declarations, documents and financing. Import & Export dossiers with logistics pipeline (Kanban) Each dossier consolidates client/supplier, products, documents, payments, transport, insurance, forwarding, customs, history and profitability. A drag-and-drop Kanban board shows both import and export dossiers by logistics stage (Quotation → Order → Production → Transit → Customs → Closed), filterable by direction. Multimodal logistics Track containers (number, type, dimensions, capacity, seal, vessel, position, contents) and transport by sea, road, rail, air or multimodal, with B/L, AWB, waybills, vessels, flights, trucks and wagons. Customs, Incoterms & documents Manage customs declarations (regime, customs value, duties, VAT, taxes), the full set of Incoterms 2020 with automatic responsibility calculation, ports & airports, customs tariffs, and automatic archiving of all trade documents in the Dolibarr ECM/GED. Landed-cost calculator Automatically compute the real cost of an import dossier by aggregating purchase, freight, insurance, forwarding, customs, duties, taxes, inland transport, bank and administrative fees. Each component is shown with its share of the landed cost and the uplift versus goods value, and can be written back to the dossier. Profitability analysis Gross and net margin, and profitability by country, supplier, customer, product and dossier. Multi-currency & finance Purchase and sale currencies, exchange rates, history and realised FX gains/losses, connected to bank and accounting. Trade finance covers letters of credit, bank guarantees, credit insurance, receipts and disbursements. International stock Extends native Dolibarr stock with in-transit, port, customs and warehouse positions, lots and serial numbers. Real-time logistics alerts A daily cron engine scans customs, transport, documents, letters of credit and containers to raise alerts (pending clearance, ETA delays, expiring documents & LCs, demurrage risk), shown in a dedicated alert centre and on the dashboard. 5. Reporting (BI) A complete reporting menu with 16 reports, each exportable to PDF, Excel and CSV, and printable: · Imports by origin country · Exports by destination country · Imports by period · Exports by period · Dossiers by stage · Incoterm usage · Transport by mode · Transport costs · Containers · Customs duties & taxes · Landed cost by type · Profitability by customer · Top suppliers · Top customers · Trade-finance exposure · FX result by currency 6. Native Dolibarr Integration All business data is linked to standard Dolibarr objects. The module integrates natively with: Third parties · Contacts · Products · Services · Categories · Quotations · Customer & supplier orders · Customer & supplier invoices · Payments · Bank · Accounting · Stock · Warehouses · Lots · Barcodes · Shipments · Receptions · Projects · Agenda · ECM/GED · E-mails · REST API · Workflows · Triggers · MultiCompany 7. Configuration & Demonstration Data A complete administration interface lets you manage base currency, default Incoterm and transport mode, margin target, e-mail notifications and permissions. Two buttons generate or remove a realistic demonstration dataset in one click: · Load demo data — 60 international partners, 150 products with HS codes, 120 import dossiers, 90 export dossiers, 180 containers, 200 transport legs, 150 customs declarations, 300 trade documents, 600 cost lines, 100 trade-finance records, 11 Incoterms, 24 ports, 150 stock positions, 120 FX records, 30 customs tariffs and 267 alerts. · Plus — native third parties, products, warehouses, supplier orders and customer invoices to showcase native integration. · Remove demo data — removes only the records created by the module (tagged import_key), without affecting real Dolibarr data. 8. Security, Performance & UX · Security — CSRF protection on every form and action (token renewal). · Security — XSS protection (all outputs escaped) and escaped SQL values with strict type casting. · Permissions — Granular permissions across 10 right groups (read / write / delete) plus an admin right. · MultiCompany — MultiCompany compatible (entity column and getEntity filtering) — SaaS ready. · Auditing — Consistency triggers and operation logging (dol_syslog). · UX/UI — Premium responsive interface with dark mode, vector icons, interactive flow maps, instant search, multi-criteria filters, dynamic tables, Kanban dossier board and a real-time dashboard — clearly more elegant and performant than the standard Dolibarr theme. 9. Deliverables · module_importexportmanagement-1.0.zip (complete module). · Technical, user, installation, administrator and developer documentation. · First-activation demonstration dataset generator. · Full multilingual coverage (French, English, Italian, German, Spanish). © DoliResources – All rights reserved. — www.doliresources.com Show more