⚠ This page is a sample demo. All company names, numbers, and content are fictional.
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Case Study — Import / Export & Retail

Orders, inventory, costs & invoicing —
all in a single screen.

From multi-currency FX calculations on overseas purchases to inventory tracking and invoice generation. Fragmented spreadsheets replaced by one unified system.

Import / Export Order Management Inventory Tracking Auto FX Calculation Invoice Management
Operations Dashboard — Tanaka Trading Co.
Operations Dashboard February 2026 / Tanaka Trading Co.
Monthly Revenue
$32,485
vs. last month +12.4%
Gross Margin
38.2%
Target 35% ↑ achieved
Overdue Receivables (30d+)
$4,820
⚠ 2 accounts need follow-up
Low Stock Alert (7d)
3 items
Reorder recommended
Recent Orders
DateCustomerRevenueCOGSGross ProfitStatus
02/23Auto Parts USA$2,485$1,482$1,003Shipped
02/22Pacific Garage$1,820$1,086$734Paid
02/21Sunrise Motors$968$584$384Awaiting
02/20Valley Auto$3,240$1,968$1,272⚠ 30d+

* Fictional data for demo purposes

Current Import FX Rate (CNY)
¥1 = $0.138
Auto-applied to all cost calculations
← Costs update automatically when rates change
Stock Alert — Reorder Needed
Brake Pad Type-A2 left ⚠
Oil Filter Universal1 left ⚠
Timing Belt B8 in stock
Air Filter Standard15 in stock
Before — Common Pain Points

Do any of these sound familiar?

Orders, inventory, and invoices all siloed

Multiple spreadsheets everywhere. Hard to know which file is current. Constant manual re-entry errors.

FX calculations are a time-consuming chore

Importing from overseas means manually recalculating costs every time exchange rates shift. One bad rate wipes out your margin.

Missed payments slip through

Invoices sent but never confirmed received. Accounts sitting unpaid for 30+ days before anyone noticed.

Solution — What Changes

Here's how it transforms

The moment an order is entered, inventory, costs, and invoicing all update automatically.

FEATURE 01
Instant cost and margin calculation on every order

Select product and quantity — the system instantly calculates landed cost (including FX conversion), gross profit, and margin. At a glance, you know if the deal is profitable.

Order Entry — Auto Calculation Preview
Sale Price$2,485
Import Cost (FX auto-applied)$1,482
Gross Profit$1,003
Margin40.4%
← Calculated instantly as you type
FEATURE 02
FX rates update costs across the board automatically

Update the exchange rate once and every product's import cost and margin recalculates automatically. You always see your true profitability — even when rates fluctuate daily.

FX Rate Update → Bulk Recalculation
Current Rate
¥1 = $0.138
Last updated: 2026/02/23 09:00
→ All product costs automatically recalculated
FEATURE 03
One-click invoicing with overdue payment alerts

Generate invoices directly from order data with a single click. Accounts outstanding for 30+ days are automatically flagged. No more missed payments.

Invoice & Payment Status
Auto Parts USAPaid
Pacific GarageAwaiting
Valley Auto⚠ 35d overdue
← 30d+ accounts auto-flagged
Results — After Implementation

What actually changed

* Sample figures. Actual results vary by usage.

2–3h/day
Manual spreadsheet data entry
reduced to near zero
$0
Missed payments since go-live —
zero overdue surprises
Real-time
"What's our profit this month?"
answered instantly, always up to date
Process — How We Work

3 steps to go live

1

Free Consultation & Demo

We bring a working demo within 3 business days. No cost, no commitment.

2

Data Migration & Setup

We migrate your existing spreadsheet data. No re-entry from scratch.

3

Launch & Ongoing Support

Continued support after go-live. Additional features covered under the monthly plan.

FAQ

Frequently Asked Questions

What happens to our existing spreadsheet data?
We handle the migration. Your historical data is imported into the system — no manual re-entry needed.
Can it handle currencies other than CNY?
Yes. Multi-currency support is built in. USD, EUR, PHP, KRW and others can be added per your requirements.
Can I use it from my phone while traveling?
Yes. The system works on smartphones, tablets, and desktops. Check order status from anywhere.
Contact

Just reach out. That's all it takes.

No question is too small. Consultations and demos are always free.

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Reply within 3 business days
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